Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
159K+ 633.26% |
$4.27M - $4.62M
|
184K
$5.32M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.5K+ 178.64% |
$579K - $626K
|
33.5K
$971K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$555K - $601K
|
20.6K
$597K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.3KNew |
$520K - $563K
|
19.3K
$559K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 42.25% |
$263K - $285K
|
32.9K
$952K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4K+ 4.26% |
$108K - $117K
|
98.1K
$2.84M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.82K+ 3.7% |
$49K - $53K
|
50.9K
$1.48M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.66KNew |
$44.7K - $48.3K
|
1.66K
$48K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.21K+ 7.4% |
$32.5K - $35.2K
|
17.5K
$508K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.07K+ 1.7% |
$28.9K - $31.3K
|
64.3K
$1.86M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
705New |
$19K - $20.6K
|
705
$20.4K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
592+ 5.37% |
$15.9K - $17.3K
|
11.6K
$336K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
312New |
$8.41K - $9.1K
|
312
$9.04K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146+ 1.83% |
$3.93K - $4.26K
|
8.13K
$235K
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
137+ 1.14% |
$3.69K - $3.99K
|
12.1K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$26.9 - $29.2
|
1
$29
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88- 38.26% |
$2.37K - $2.57K
|
142
$4.11K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-173- 30.19% |
$4.66K - $5.04K
|
400
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-559- 3.92% |
$15.1K - $16.3K
|
13.7K
$397K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-989- 2.09% |
$26.6K - $28.8K
|
46.3K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.02K- 9.16% |
$27.4K - $29.7K
|
10.1K
$293K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 1.58% |
$42.7K - $46.2K
|
98.6K
$2.86M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 3.72% |
$44.7K - $48.4K
|
43K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.78K- 3.13% |
$129K - $139K
|
148K
$4.29M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.99K- 32.77% |
$269K - $291K
|
20.5K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 5.87% |
$334K - $362K
|
199K
$5.77M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 92.82% |
$369K - $400K
|
1.06K
$30.7K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.7K- 23.51% |
$1.39M - $1.51M
|
168K
$4.87M
|