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First Trust Horizon Managed Volatility Domestic ETF

26 hedge funds and large institutions have $140M invested in First Trust Horizon Managed Volatility Domestic ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
-5
Holders Change %
-16.13%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
4
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$52.3M -$7.45M -272,416 -12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$25.5M -$3.08M -112,801 -11%
LPL Financial
3
LPL Financial
California
$24.2M -$5.08M -185,947 -17%
LWS
4
Lucia Wealth Services
California
$14.5M -$801K -29,298 -5%
OPS
5
Orion Portfolio Solutions
Nebraska
$8.22M -$2.62M -95,749 -24%
KAS
6
Kestra Advisory Services
Texas
$2.75M +$2.75M +100,511 New
HAS
7
HBW Advisory Services
California
$2.42M -$185K -6,770 -7%
FAAS
8
First Allied Advisory Services
California
$1.79M -$255K -9,338 -12%
FAIM
9
Financial Advocates Investment Management
Washington
$1.59M -$231K -8,450 -13%
HWM
10
Holloway Wealth Management
Florida
$1.52M -$1.42M
RJA
11
Raymond James & Associates
Florida
$1.24M +$137K +5,028 +13%
HI
12
Horizon Investments
North Carolina
$1.01M +$441K +16,130 +77%
AAS
13
Avantax Advisory Services
Texas
$877K +$877K +32,146 New
Truist Financial
14
Truist Financial
North Carolina
$647K -$55K -2,011 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$436K -$289K -10,566 -40%
Osaic Holdings
16
Osaic Holdings
Arizona
$375K +$311K +11,419 +483%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$316K -$1.78M -65,290 -85%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$194K -$1.73M -63,193 -90%
GRP
19
Global Retirement Partners
California
$152K -$8.46K -310 -5%
GSWM
20
Golden State Wealth Management
California
$82K +$82K +2,983 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$57K
UBS Group
22
UBS Group
Switzerland
$27K -$57.6K -2,100 -68%
Morgan Stanley
23
Morgan Stanley
New York
$27K +$12.6K +454 +87%
CFGS
24
Concourse Financial Group Securities
Alabama
$19K
HR
25
Howe & Rusling
New York
$14K