Purchases and Sales Made in Q4 2024 in First Tr ETF Iii Horizon Manag (HDMV)
This table provides information about the institutional ownership of First Tr ETF Iii Horizon Manag (HDMV) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR ETF III HORIZON MANAG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.92KNew |
$83.7K - $91.4K
|
2.92K
$87.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.58KNew |
$74.2K - $81K
|
2.58K
$77.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 28.36% |
$72.4K - $79.1K
|
11.4K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
636+ 4.76% |
$18.3K - $19.9K
|
14K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
442+ 6.23% |
$12.7K - $13.9K
|
7.53K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-420- 2.68% |
$12.1K - $13.2K
|
15.2K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13.7K- 31.4% |
$395K - $431K
|
30K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-75.9K- 63.19% |
$2.18M - $2.38M
|
44.2K
$1.33M
|