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 722,725 shares, which have been reported (via 13F filing form) to have a value of $26.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
180,818
shares
|
$6.54 Million
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
146,750
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
135,221
shares
|
$4.89 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
126,727
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
34,967
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,257
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
18,333
shares
|
$663,471
0.0% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,127
shares
|
$438,876
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,772
shares
|
$353,648
0.0% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
9,600
shares
|
$347,424
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
7,695
shares
|
$278,482
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,835
shares
|
$247,358
0.0% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
295
shares
|
$10,676
0.0% of portfolio
|
Q4 2024
Reduced 57.68%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
227
shares
|
$8,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
65
shares
|
$2,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
35
shares
|
$1,266
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|