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 20 institutions that hold shares in the stock, with a total of 735,430 shares, which have been reported (via 13F filing form) to have a value of $25.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
183,876
shares
|
$6.48 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
147,218
shares
|
$5.19 Million
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
138,661
shares
|
$4.89 Million
0.02% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
132,863
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
34,967
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
33,257
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,416
shares
|
$613,565
0.0% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,127
shares
|
$427,234
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,772
shares
|
$344,267
0.0% of portfolio
|
Q4 2024
Added 23.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,700
shares
|
$341,730
0.0% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
7,695
shares
|
$271,094
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
6,835
shares
|
$240,797
0.0% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
295
shares
|
$10,392
0.0% of portfolio
|
Q4 2024
Reduced 57.68%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
244
shares
|
$8,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
227
shares
|
$7,997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
176
shares
|
$6,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
65
shares
|
$2,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
35
shares
|
$1,233
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$35
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
|