Who owns First Tr Exch Traded Fd Iii horizon vol smcp?
- Ticker: HSMV
- CUSIP Number: 33741y100
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Analyze quarterly positions in First Tr Exch Traded Fd Iii horizon vol smcp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Tr Exch Traded Fd Iii horizon vol smcp stock
Who bought or sold First Tr Exch Traded Fd Iii horizon vol smcp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 143k | $4.6M | -3% | Dec 2023 |
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| Orion Portfolio Solutions | 38k | $1.2M | 0% | Dec 2023 |
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| Envestnet Portfolio Solutions | 19k | $594k | 100% | Dec 2023 |
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| Principal Securities | 9.5k | $306k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 9.0k | $288k | -4% | Dec 2023 |
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| Atria Wealth Solutions | 8.8k | $282k | 21% | Dec 2023 |
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| Advisor Group Holdings | 1.6k | $52k | -9% | Dec 2023 |
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| UBS Group | 849.00 | $27k | 48% | Dec 2023 |
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| CWM | 284.00 | $10k | 100% | Mar 2024 |
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| Coppell Advisory Solutions | 65.00 | $2.1k | 100% | Dec 2023 |
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| Horizon Investments | 35.00 | $1.1k | -44% | Dec 2023 |
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Who sold out of First Tr Exch Traded Fd Iii horizon vol smcp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 40k | $1.2M |