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First Trust Horizon Managed Volatility Domestic ETF
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Overview Fund Activity

39 hedge funds and large institutions have $73M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$1.63M
2
AAS
Avantax Advisory Services
Texas
+$964K
3
AWS
Atria Wealth Solutions
New York
+$890K
4
Stifel Financial
Stifel Financial
Missouri
+$443K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$285K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.04M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
3
RJA
Raymond James & Associates
Florida
-$1.3M
4
KAS
Kestra Advisory Services
Texas
-$1.16M
5
IA
IFP Advisors
Florida
-$655K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$18M -$3.04M -94,268 -14%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$10.4M -$626K -19,400 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.32M +$27.3K +846 +0.3%
Truist Financial
4
Truist Financial
North Carolina
$8.52M -$123K -3,806 -1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.56M +$90.8K +2,814 +3%
CAN
6
Cetera Advisor Networks
California
$3.01M +$149K +4,621 +5%
AWS
7
Atria Wealth Solutions
New York
$2.41M +$890K +27,569 +59%
GSEP
8
Golden State Equity Partners
California
$2.23M +$2.23M +69,314 New
KAS
9
Kestra Advisory Services
Texas
$1.75M -$1.16M -36,041 -40%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.63M -$6.36K -197 -0.4%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.63M +$1.63M +50,376 New
Osaic Holdings
12
Osaic Holdings
Arizona
$1.63M +$34.1K +1,055 +2%
BAM
13
Belpointe Asset Management
Nevada
$1.41M -$349K -10,798 -20%
AAS
14
Avantax Advisory Services
Texas
$1.39M +$964K +29,872 +229%
FAIM
15
Financial Advocates Investment Management
Washington
$917K -$11K -341 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$764K +$285K +8,821 +59%
CA
17
Cetera Advisors
Colorado
$685K +$5.17K +160 +0.8%
RJA
18
Raymond James & Associates
Florida
$556K -$1.3M -40,219 -70%
Stifel Financial
19
Stifel Financial
Missouri
$443K +$443K +13,730 New
PFS
20
Prospera Financial Services
Texas
$427K -$16.2K -502 -4%
KA
21
Kovack Advisors
Florida
$392K -$12.9K -400 -3%
PAG
22
Private Advisor Group
New Jersey
$375K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$259K +$103K +3,202 +66%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$255K +$255K +7,884 New
OC
25
Oppenheimer & Co
New York
$246K – – –
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