HUSV icon

First Trust Horizon Managed Volatility Domestic ETF
HUSV

Overview Fund Activity

38 hedge funds and large institutions have $59.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.94M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.76M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$860K
4
JWCA
J.W. Cole Advisors
Florida
+$348K
5
UAG
United Advisor Group
Ohio
+$306K

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$6.06M
2
LPL Financial
LPL Financial
California
-$5M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.45M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
5
KAS
Kestra Advisory Services
Texas
-$817K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
Iams Wealth Management
Nebraska
$256K -$25.6K -732 -9%
Morgan Stanley
27
Morgan Stanley
New York
$246K -$174K -4,866 -41%
PAG
28
Private Advisor Group
New Jersey
$242K -$65.1K -1,819 -21%
OC
29
Oppenheimer & Co
New York
$242K – – –
IA
30
IFP Advisors
Florida
$122K -$82.9K -2,316 -40%
NS
31
NBC Securities
Alabama
$36K +$35 +1 +0.1%
AIC
32
Archer Investment Corporation
Indiana
$22.6K +$36 +1 +0.2%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +395 New
HI
34
Horizon Investments
North Carolina
$9.45K +$72 +2 +0.8%
UBS Group
35
UBS Group
Switzerland
$3.01K +$3.01K +84 New
SPIA
36
Steward Partners Investment Advisory
New York
$1.79K – – –
Wells Fargo
37
Wells Fargo
California
$53 – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$36 +$36 +1 New
Citadel Advisors
39
Citadel Advisors
Florida
– -$1.45M -43,096 Closed
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
– -$352K -10,480 Closed
KA
41
Kovack Advisors
Florida
– -$324K -9,650 Closed
ARC
42
Advisor Resource Council
Texas
– -$239K -7,120 Closed
HI
43
Harbour Investments
Wisconsin
– -$127K -3,775 Closed
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
– -$134 -4 Closed
1
2