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First Trust Horizon Managed Volatility Small/Mid ETF
HSMV

Overview Fund Activity

19 hedge funds and large institutions have $27.3M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFG
1
Certior Financial Group
Pennsylvania
$276K
2
LPL Financial
2
LPL Financial
California
$4.54M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.47M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.25M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$656K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$1.25M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.84M
3
HAS
3
HBW Advisory Services
California
$0
4
UBS Group
4
UBS Group
Switzerland
$10.6K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.47M 180,818 +3,509 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.25M 146,750 +3,356 +2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.84M 135,221 -6,504 -5%
LPL Financial
4
LPL Financial
California
$4.54M 126,727 +5,073 +4%
TRCT
5
Tower Research Capital (TRC)
New York
$1.25M 34,967 -12,732 -27%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.19M 33,257 -391 -1%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.19M 33,257 -391 -1%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$656K 18,333 +2,101 +13%
PS
9
Principal Securities
Iowa
$434K 12,127 +302 +3%
AWS
10
Atria Wealth Solutions
New York
$350K 9,772 +1,851 +23%
AAS
11
Avantax Advisory Services
Texas
$344K 9,600 +163 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$322K 8,999 +1,053 +13%
CFG
13
Certior Financial Group
Pennsylvania
$276K 7,695 +7,695 New
Osaic Holdings
14
Osaic Holdings
Arizona
$203K 8,035 +2,702 +51%
UBS Group
15
UBS Group
Switzerland
$10.6K 295 -402 -58%
TC
16
Truvestments Capital
Florida
$8.13K 227 – –
CAS
17
Coppell Advisory Solutions
Texas
$2.32K 65 – –
HI
18
Horizon Investments
North Carolina
$1.25K 35 – –
Morgan Stanley
19
Morgan Stanley
New York
$54 1 +1 New
HAS
20
HBW Advisory Services
California
– – -594 Closed
FFA
21
Farther Finance Advisors
California
– – -248 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –