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First Trust Horizon Managed Volatility Small/Mid ETF

19 hedge funds and large institutions have $27.8M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.49M -$135K -3,682 -2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.25M -$165K -4,509 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.19M +$17.8K +487 +0.3%
LPL Financial
4
LPL Financial
California
$4.46M +$348K +9,508 +8%
TRCT
5
Tower Research Capital (TRC)
New York
$1.75M +$1.51M +41,248 +639%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.23M -$46.4K -1,267 -4%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.23M -$46.4K -1,267 -4%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$595K -$116K -3,158 -16%
PS
9
Principal Securities
Iowa
$433K +$21.1K +576 +5%
AAS
10
Avantax Advisory Services
Texas
$346K +$8.46K +231 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$291K +$26.8K +732 +10%
AWS
12
Atria Wealth Solutions
New York
$290K -$110K -2,993 -27%
Osaic Holdings
13
Osaic Holdings
Arizona
$195K -$49K -1,337 -20%
UBS Group
14
UBS Group
Switzerland
$25.5K +$25.5K +697 New
HAS
15
HBW Advisory Services
California
$21.8K +$21.8K +594 New
FFA
16
Farther Finance Advisors
California
$9.08K +$9.08K +248 New
TC
17
Truvestments Capital
Florida
$8.32K +$8.32K +227 New
CAS
18
Coppell Advisory Solutions
Texas
$2.38K
HI
19
Horizon Investments
North Carolina
$1.28K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$9K -284 Closed