Latest Institutional Transactions on First Tr Exchange Trd Fd Iii H (HSMV)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Iii H (HSMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.3K- 61.54% |
$530K - $594K
|
10.2K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.01K- 6.07% |
$65.3K - $73.1K
|
31.1K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.93KNew |
$95.4K - $107K
|
2.93K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-131- 1.67% |
$4.26K - $4.77K
|
7.71K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 225.73% |
$118K - $132K
|
5.22K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.95% |
$343K - $384K
|
143K
$5.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 10.32% |
$40.7K - $45.6K
|
13.4K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.19K+ 5.56% |
$266K - $298K
|
155K
$5.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
218+ 2.25% |
$7.09K - $7.94K
|
9.92K
$362K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.57K+ 3.03% |
$181K - $203K
|
189K
$6.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.23% |
$55.4K - $62K
|
137K
$5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.42K- 54.08% |
$306K - $343K
|
8K
$292K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-193- 0.58% |
$6.73K - $7.12K
|
33.1K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$34.9 - $36.9
|
1
$36.5
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-607- 6.21% |
$21.2K - $22.4K
|
9.17K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176New |
$6.13K - $6.49K
|
176
$6.42K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
244New |
$8.5K - $9K
|
244
$8.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.6 - $38.8
|
1
$36.5
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
227New |
$7.49K - $8.32K
|
227
$8.28K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248New |
$8.18K - $9.08K
|
248
$9.05K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
594New |
$19.6K - $21.8K
|
594
$21.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.37K- 3.19% |
$42.7K - $46.4K
|
41.6K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.36K+ 32.44% |
$167K - $182K
|
21.9K
$798K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 44.44% |
$786 - $904
|
35
$1.28K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
$1.82K - $2.1K
|
65
$2.37K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2+ 0.0% |
$58.6 - $64
|
40K
$1.46M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 14.07% |
$4.8K - $5.66K
|
1.04K
$38.1K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$17.1K - $20.1K
|
600
$21.9K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12New |
$380 - $399
|
12
$438
|
|