FIRST TR EXCH TRADED FD III (HDMV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
24
Reporting holders
$11.1M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $2.2M | 58,209 | 0.01% | 5q | -3.2%-$72.1K |
| OSAIC HOLDINGS, INC. | $2.1M | 56,221 | 0.00% | 26q | -3.6%-$78.6K |
| JANE STREET GROUP, LLC | $1.5M | 40,756 | 0.00% | 5q | +33.0%+$374.5K |
| CITADEL ADVISORS LLC | $1.4M | 36,932 | 0.00% | 12q | +5.3%+$68.5K |
| LPL Financial LLC | $1.0M | 27,525 | 0.00% | 31q | -0.6%-$6.6K |
| Golden State Wealth Management, LLC | $790.4K | 21,356 | 0.07% | 9q | +4.9%+$36.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | $534.9K | 14,452 | 0.01% | 5q | +18.4%+$83.1K |
| GOLDMAN SACHS GROUP INC | $447.8K | 12,098 | 0.00% | 8q | -8.6%-$42.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $345.4K | 9,331 | 0.00% | 2q | -1.9%-$6.7K |
| Gladstone Institutional Advisory LLC | $313.1K | 8,460 | 0.01% | 4q | +1.0%+$3.0K |
| ENVESTNET ASSET MANAGEMENT INC | $257.6K | 6,961 | 0.00% | 31q | -23.0%-$76.8K |
| United Advisor Group, LLC | $234.1K | 6,324 | 0.02% | 10q | +0.7%+$1.6K |
| HARBOUR INVESTMENTS, INC. | $16.5K | 447 | 0.00% | 21q | -39.8%-$10.9K |
| Global Retirement Partners, LLC | $14.8K | 400 | 0.00% | 16q | HELD |
| Arax Advisory Partners | $13.7K | 370 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $7.0K | 189 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $5.3K | 143 | 0.00% | 35q | -3.4% |
| UBS Group AG | $5.3K | 143 | 0.00% | 5q | -35.3%-$2.9K |
| Larson Financial Group LLC | $5.2K | 142 | 0.00% | 25q | +0.7% |
| IFG Advisory, LLC | $1.9K | 52 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.5K | 42 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $751 | 20 | 0.00% | 3q | -67.2%-$1.5K |
| WELLS FARGO & COMPANY/MN | $51 | 1 | 0.00% | 15q | -50.0% |
| Russell Investments Group, Ltd. | $21 | 1 | 0.00% | 6q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $11.1M | 300,575 | 2 | 7 | 11 | 0.0% |
| Q1 2026 | 28 | $13.0M | 352,292 | 3 | 6 | 12 | 0.0% |
| Q4 2025 | 26 | $18.2M | 513,943 | 5 | 6 | 9 | 0.0% |
| Q3 2025 | 24 | $18.2M | 524,037 | 1 | 11 | 6 | 0.0% |
| Q2 2025 | 28 | $18.1M | 519,016 | 7 | 3 | 13 | 0.0% |
| Q1 2025 | 28 | $29.6M | 926,939 | 4 | 8 | 10 | 0.0% |
| Q4 2024 | 33 | $28.1M | 979,869 | 1 | 11 | 12 | 0.0% |
| Q3 2024 | 32 | $35.2M | 1,118,673 | 2 | 8 | 14 | 0.0% |
| Q2 2024 | 30 | $29.5M | 1,039,816 | 0 | 14 | 11 | 0.0% |
| Q1 2024 | 30 | $28.3M | 965,632 | 3 | 15 | 9 | 0.0% |
| Q4 2023 | 33 | $32.0M | 1,111,175 | 3 | 8 | 15 | 0.0% |
| Q3 2023 | 32 | $31.8M | 1,178,654 | 4 | 10 | 12 | 0.0% |
| Q2 2023 | 29 | $28.3M | 994,820 | 1 | 7 | 15 | 0.0% |
| Q1 2023 | 31 | $30.0M | 1,053,908 | 3 | 8 | 12 | 0.0% |
| Q4 2022 | 27 | $28.2M | 1,037,018 | 5 | 5 | 9 | 0.0% |
| Q3 2022 | 25 | $25.0M | 1,011,681 | 2 | 10 | 9 | 0.0% |
| Q2 2022 | 27 | $38.5M | 1,386,048 | 4 | 6 | 15 | 0.0% |
| Q1 2022 | 27 | $59.2M | 1,914,552 | 1 | 14 | 9 | 0.0% |
| Q4 2021 | 34 | $62.4M | 1,965,873 | 4 | 12 | 12 | 0.0% |
| Q3 2021 | 34 | $69.6M | 2,256,806 | 5 | 15 | 7 | 0.0% |
| Q2 2021 | 36 | $70.5M | 2,238,238 | 3 | 12 | 14 | 0.0% |
| Q1 2021 | 35 | $72.7M | 2,335,770 | 2 | 8 | 14 | 0.0% |
| Q4 2020 | 37 | $71.7M | 2,346,789 | 1 | 10 | 17 | 0.0% |
| Q3 2020 | 37 | $61.7M | 2,154,124 | 2 | 7 | 23 | 0.0% |
| Q2 2020 | 49 | $100.2M | 3,616,119 | 12 | 16 | 17 | 0.0% |
| Q1 2020 | 51 | $90.3M | 3,492,980 | 13 | 24 | 10 | 0.0% |
| Q4 2019 | 48 | $105.8M | 3,094,615 | 14 | 21 | 8 | 0.0% |
| Q3 2019 | 35 | $91.6M | 2,752,772 | 15 | 13 | 5 | 0.0% |
| Q2 2019 | 22 | $77.5M | 2,290,237 | 6 | 7 | 4 | 0.0% |
| Q1 2019 | 19 | $68.3M | 2,051,952 | 4 | 9 | 3 | 0.0% |
| Q4 2018 | 16 | $55.8M | 1,807,896 | 0 | 2 | 0 | 0.0% |