Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 7.95% |
$343K - $384K
|
143K
$5.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.19K+ 5.56% |
$266K - $298K
|
155K
$5.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.57K+ 3.03% |
$181K - $203K
|
189K
$6.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.61K+ 225.73% |
$118K - $132K
|
5.22K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.93KNew |
$95.4K - $107K
|
2.93K
$107K
|
|
|
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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
218+ 2.25% |
$7.09K - $7.94K
|
9.92K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-131- 1.67% |
$4.26K - $4.77K
|
7.71K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.23% |
$55.4K - $62K
|
137K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.01K- 6.07% |
$65.3K - $73.1K
|
31.1K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.42K- 54.08% |
$306K - $343K
|
8K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.3K- 61.54% |
$530K - $594K
|
10.2K
$372K
|