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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.16K- 16.29% |
$104K - $116K
|
16.2K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248New |
$8.18K - $9.08K
|
248
$8.98K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
576+ 5.12% |
$19K - $21.1K
|
11.8K
$428K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
487+ 0.34% |
$16.1K - $17.8K
|
142K
$5.13M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
594New |
$19.6K - $21.8K
|
594
$21.5K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103- 0.07% |
$3.29K - $3.52K
|
148K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.14K- 52.52% |
$228K - $244K
|
6.45K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 106.95% |
$110K - $118K
|
6.67K
$242K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-369- 1.05% |
$11.8K - $12.6K
|
34.9K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
133+ 1.47% |
$4.25K - $4.55K
|
9.21K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.75K+ 2.69% |
$152K - $162K
|
181K
$6.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.12K+ 1.93% |
$67.9K - $72.6K
|
112K
$4.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
999+ 10.08% |
$32K - $34.2K
|
10.9K
$395K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.3 - $34
|
1
$36.2
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.36K+ 32.44% |
$167K - $182K
|
21.9K
$792K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.37K- 3.19% |
$42.7K - $46.4K
|
41.6K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-718- 84.57% |
$22.4K - $24.4K
|
131
$4.74K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
284New |
$8.88K - $9.64K
|
284
$10.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
65New |
$1.82K - $2.1K
|
65
$2.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-28- 44.44% |
$786 - $904
|
35
$1.27K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2+ 0.0% |
$58.6 - $64
|
40K
$1.45M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-171- 14.07% |
$4.8K - $5.66K
|
1.04K
$37.8K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
600New |
$17.1K - $20.1K
|
600
$21.7K
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12New |
$380 - $399
|
12
$435
|
|