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First Trust Horizon Managed Volatility Small/Mid ETF
HSMV

Overview Fund Activity

20 hedge funds and large institutions have $26.6M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.03M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$210K
3
LPL Financial
3
LPL Financial
California
$3.74M
4
CA
4
Cetera Advisors
Colorado
$743K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.98M

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$461K
2
BCI
2
Brinker Capital Investments
Pennsylvania
$1.2M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.2M
4
CAN
4
Cetera Advisor Networks
California
$1.41M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$5.98M 176,245 +4,999 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.03M 148,006 +59,936 +68%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.83M 142,127 -1,299 -0.9%
LPL Financial
4
LPL Financial
California
$3.74M 110,023 +5,920 +6%
CAN
5
Cetera Advisor Networks
California
$1.41M 41,550 -1,367 -3%
BCI
6
Brinker Capital Investments
Pennsylvania
$1.2M 35,284 -3,036 -8%
OPS
7
Orion Portfolio Solutions
Nebraska
$1.2M 35,284 -3,036 -8%
CA
8
Cetera Advisors
Colorado
$743K 21,877 +5,359 +32%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$655K 19,278 +777 +4%
TRCT
10
Tower Research Capital (TRC)
New York
$461K 13,587 -9,807 -42%
PS
11
Principal Securities
Iowa
$365K 10,762 +1,244 +13%
AWS
12
Atria Wealth Solutions
New York
$337K 9,915 +1,144 +13%
AAS
13
Avantax Advisory Services
Texas
$308K 9,073 +87 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$210K 6,191 +6,191 New
Osaic Holdings
15
Osaic Holdings
Arizona
$109K 3,223 +1,602 +99%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$10K 284 +284 New
UBS Group
17
UBS Group
Switzerland
$4.45K 131 -718 -85%
HI
18
Horizon Investments
North Carolina
$1.19K 35 – –
Morgan Stanley
19
Morgan Stanley
New York
$67 1 -1 -50%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$34 1 +1 New
CFGS
21
Concourse Financial Group Securities
Alabama
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