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First Trust Horizon Managed Volatility Domestic ETF
HUSV

Overview Fund Activity

51 hedge funds and large institutions have $81.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSIA
LaSalle St. Investment Advisors
Illinois
+$922K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$477K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$381K
4
AAS
Asset Allocation Strategies
Michigan
+$327K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$247K

Top Sellers

1
GSEP
Golden State Equity Partners
California
-$1.76M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.25M
3
AWS
Atria Wealth Solutions
New York
-$946K
4
IWM
Iams Wealth Management
Nebraska
-$264K
5
LPL Financial
LPL Financial
California
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Certior Financial Group
Pennsylvania
$356K +$356K +9,516 New
PFS
27
Prospera Financial Services
Texas
$346K – – –
KA
28
Kovack Advisors
Florida
$291K -$27.1K -725 -9%
UAG
29
United Advisor Group
Ohio
$270K +$448 +12 +0.2%
Osaic Holdings
30
Osaic Holdings
Arizona
$264K +$52K +1,951 +25%
HighTower Advisors
31
HighTower Advisors
Illinois
$263K -$3.74K -100 -1%
BAS
32
Breakthru Advisory Services
Wisconsin
$257K +$257K +6,870 New
Morgan Stanley
33
Morgan Stanley
New York
$254K -$37 -1 -0%
PAG
34
Private Advisor Group
New Jersey
$247K – – –
OC
35
Oppenheimer & Co
New York
$239K -$13.2K -354 -5%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$225K -$189K -5,068 -46%
IFPG
37
Intrepid Financial Planning Group
Indiana
$204K – – –
IA
38
IFP Advisors
Florida
$125K -$112 -3 -0.1%
PTC
39
Private Trust Company
Ohio
$30.3K +$21.8K +583 +255%
UBS Group
40
UBS Group
Switzerland
$28.1K +$24.6K +658 +700%
AIC
41
Archer Investment Corporation
Indiana
$23.8K +$112 +3 +0.5%
KIM
42
Kestra Investment Management
Texas
$21.3K +$21.3K +570 New
LFG
43
Larson Financial Group
Missouri
$13.2K -$2.28K -61 -15%
WA
44
WPG Advisers
Maryland
$12K +$12K +321 New
TC
45
Truvestments Capital
Florida
$9.83K – – –
SWM
46
Spire Wealth Management
Virginia
$9.34K – – –
CAS
47
Coppell Advisory Solutions
Texas
$8.23K +$5.23K +140 +175%
HI
48
Horizon Investments
North Carolina
$8.18K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$1.87K – – –
MCM
50
MAI Capital Management
Ohio
$1.5K +$1.5K +40 New
1
2
3