Institutional Ownership First Tr Exchange Trd Fd Iii H (HSMV)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Iii H (HSMV). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 718,043 shares, which have been reported (via 13F filing form) to have a value of $25.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
177,309
shares
|
$6.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
143,394
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
141,725
shares
|
$5.07 Million
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
121,654
shares
|
$4.36 Million
0.0% of portfolio
|
Q3 2024
Added 8.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
47,699
shares
|
$1.71 Million
0.05% of portfolio
|
Q3 2024
Added 639.4%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
33,648
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
16,232
shares
|
$581,105
0.0% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
11,825
shares
|
$423,334
0.01% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,437
shares
|
$337,844
0.0% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,921
shares
|
$283,571
0.0% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
5,333
shares
|
$190,921
0.0% of portfolio
|
Q3 2024
Reduced 20.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
697
shares
|
$24,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
594
shares
|
$21,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
248
shares
|
$8,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
227
shares
|
$8,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
65
shares
|
$2,327
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
35
shares
|
$1,253
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|