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First Trust Horizon Managed Volatility Small/Mid ETF

10 hedge funds and large institutions have $15M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.4M +$311K +9,372 +6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.19M -$16K -481 -0.3%
OPS
3
Orion Portfolio Solutions
Nebraska
$1.45M +$35.4K +1,065 +3%
TRCT
4
Tower Research Capital (TRC)
New York
$1.38M +$1.38M +41,608 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.17M -$46.4K -1,397 -4%
AAS
6
Avantax Advisory Services
Texas
$290K +$48.5K +1,463 +20%
UBS Group
7
UBS Group
Switzerland
$88K +$86.6K +2,592 +6,028%
Osaic Holdings
8
Osaic Holdings
Arizona
$42K +$39.6K +1,200 +1,667%
IA
9
IFP Advisors
Florida
$13K +$13K +600 New
HWM
10
Holloway Wealth Management
Florida
$9K -$10K