Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRD FD III H.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.4K+ 74.99% |
$1.98M - $2.15M
|
148K
$5.27M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.92K+ 5.69% |
$185K - $201K
|
110K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.36K+ 32.44% |
$167K - $182K
|
21.9K
$779K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5K+ 2.92% |
$156K - $170K
|
176K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.6K+ 98.83% |
$50.1K - $54.4K
|
3.22K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.24K+ 13.07% |
$38.9K - $42.2K
|
10.8K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.14K+ 13.04% |
$35.8K - $38.8K
|
9.92K
$353K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
777+ 4.2% |
$24.3K - $26.4K
|
19.3K
$686K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
284New |
$8.88K - $9.64K
|
284
$10.1K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
87+ 0.97% |
$2.72K - $2.95K
|
9.07K
$323K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$31.3 - $34
|
1
$35.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-718- 84.57% |
$22.4K - $24.4K
|
131
$4.66K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.3K- 0.91% |
$40.6K - $44.1K
|
142K
$5.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.37K- 3.19% |
$42.7K - $46.4K
|
41.6K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.04K- 7.92% |
$94.9K - $103K
|
35.3K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.49K- 3.96% |
$109K - $119K
|
84.6K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.81K- 41.92% |
$306K - $333K
|
13.6K
$484K
|