FIRST TR EXCH TRADED FD III (HSMV)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
16
Reporting holders
$34.7M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $10.9M | 285,847 | 0.00% | 25q | +29.0%+$2.5M |
| Cetera Investment Advisers | $7.2M | 188,638 | 0.01% | 15q | +2.2%+$154.2K |
| LPL Financial LLC | $6.8M | 178,434 | 0.00% | 14q | +3.8%+$252.8K |
| Bank of New York Mellon Corp | $5.9M | 153,389 | 0.00% | 10q | +7.0%+$381.8K |
| Tower Research Capital LLC (TRC) | $1.6M | 42,691 | 0.04% | 18q | +224.5%+$1.1M |
| Orion Porfolio Solutions, LLC | $1.1M | 27,475 | 0.01% | 14q | -3.1%-$33.6K |
| PRINCIPAL SECURITIES, INC. | $631.9K | 16,509 | 0.01% | 11q | HELD |
| CERTIOR FINANCIAL GROUP, LLC | $288.7K | 7,544 | 0.16% | 7q | -3.7%-$10.9K |
| OSAIC HOLDINGS, INC. | $160.3K | 4,187 | 0.00% | 24q | +12.3%+$17.6K |
| Silver Grove Financial Group, Inc. | $16.0K | 417 | 0.01% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.9K | 286 | 0.00% | 3q | HELD |
| UBS Group AG | $10.6K | 278 | 0.00% | 5q | +9166.7%+$10.5K |
| Truvestments Capital LLC | $8.7K | 227 | 0.00% | 8q | HELD |
| Cambridge Investment Research Advisors, Inc. | $5.8K | 151,753 | 0.01% | 25q | -0.8% |
| US BANCORP \DE\ | $4.7K | 123 | 0.00% | new | NEW |
| Horizon Investments, LLC | $2.4K | 64 | 0.00% | 14q | -50.0%-$2.4K |
| Russell Investments Group, Ltd. | $36 | 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 | 16 | $34.7M | 906,110 | 2 | 7 | 3 | 0.0% |
| Q1 2026 | 15 | $28.6M | 792,069 | 1 | 7 | 4 | 0.0% |
| Q4 2025 | 16 | $28.1M | 788,865 | 2 | 8 | 3 | 0.0% |
| Q3 2025 | 16 | $26.7M | 733,391 | 1 | 7 | 5 | 0.0% |
| Q2 2025 | 16 | $21.0M | 586,285 | 1 | 6 | 5 | 0.0% |
| Q1 2025 | 17 | $23.7M | 657,530 | 2 | 6 | 5 | 0.0% |
| Q4 2024 | 18 | $22.5M | 630,960 | 1 | 9 | 4 | 0.0% |
| Q3 2024 | 18 | $22.6M | 617,912 | 4 | 5 | 7 | 0.0% |
| Q2 2024 | 14 | $19.4M | 582,064 | 0 | 8 | 3 | 0.0% |
| Q1 2024 | 16 | $19.6M | 577,041 | 2 | 9 | 4 | 0.0% |
| Q4 2023 | 17 | $18.3M | 571,236 | 2 | 4 | 8 | 0.0% |
| Q3 2023 | 15 | $18.0M | 609,884 | 0 | 6 | 5 | 0.0% |
| Q2 2023 | 15 | $18.6M | 602,323 | 1 | 4 | 7 | 0.0% |
| Q1 2023 | 13 | $18.1M | 587,275 | 3 | 7 | 2 | 0.0% |
| Q4 2022 | 11 | $13.2M | 425,491 | 5 | 3 | 2 | 0.0% |
| Q3 2022 | 10 | $12.8M | 454,161 | 0 | 4 | 3 | 0.0% |
| Q2 2022 | 10 | $13.5M | 454,071 | 1 | 4 | 4 | 0.0% |
| Q1 2022 | 10 | $15.0M | 452,809 | 2 | 5 | 1 | 0.0% |
| Q4 2021 | 8 | $13.8M | 396,787 | 1 | 3 | 2 | 0.0% |
| Q3 2021 | 8 | $12.5M | 391,253 | 0 | 2 | 1 | 0.0% |
| Q2 2021 | 8 | $12.9M | 399,752 | 1 | 2 | 1 | 0.0% |
| Q1 2021 | 8 | $11.9M | 378,386 | 0 | 3 | 5 | 0.0% |
| Q4 2020 | 8 | $12.3M | 436,095 | 1 | 1 | 6 | 0.0% |
| Q3 2020 | 8 | $12.1M | 497,863 | 3 | 0 | 5 | 0.0% |
| Q2 2020 | 5 | $14.9M | 616,498 | 5 | 0 | 0 | 0.0% |