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First Trust Horizon Managed Volatility Small/Mid ETF

19 hedge funds and large institutions have $27.5M invested in First Trust Horizon Managed Volatility Small/Mid ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.62M +$110K +3,058 +2%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$5.3M +$16.9K +468 +0.3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.99M +$124K +3,440 +3%
LPL Financial
4
LPL Financial
California
$4.78M +$221K +6,136 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.19M -$6.95K -193 -0.6%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.19M -$6.95K -193 -0.6%
TRCT
7
Tower Research Capital (TRC)
New York
$954K -$305K -8,467 -24%
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$627K -$33K -917 -5%
PS
9
Principal Securities
Iowa
$434K
AAS
10
Avantax Advisory Services
Texas
$349K +$3.6K +100 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$336K +$12K +332 +4%
AWS
12
Atria Wealth Solutions
New York
$330K -$21.9K -607 -6%
CFG
13
Certior Financial Group
Pennsylvania
$282K +$5.26K +146 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$57.7K -$232K -6,434 -80%
RF
15
Rossby Financial
Florida
$8.53K +$8.53K +244 New
TC
16
Truvestments Capital
Florida
$8.18K
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$6K +$6K +176 New
HI
18
Horizon Investments
North Carolina
$1.26K
Russell Investments Group
19
Russell Investments Group
United Kingdom
$33 +$33 +1 New
UBS Group
20
UBS Group
Switzerland
-$10.6K -295 Closed
CAS
21
Coppell Advisory Solutions
Texas
-$2.32K -65 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$54 -1 Closed