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First Trust Horizon Managed Volatility Domestic ETF

40 hedge funds and large institutions have $69M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$14.4M -$3.79M -121,571 -21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.54M -$175K -5,628 -2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.15M -$2.16M -69,444 -21%
Truist Financial
4
Truist Financial
North Carolina
$6.42M -$1.67M -53,584 -21%
GSEP
5
Golden State Equity Partners
California
$5.04M +$4.33M +137,992 +608%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.27M -$19K -609 -0.6%
CAN
7
Cetera Advisor Networks
California
$2.83M +$74.7K +2,399 +3%
KAS
8
Kestra Advisory Services
Texas
$2.31M +$474K +15,210 +26%
AWS
9
Atria Wealth Solutions
New York
$1.95M -$126K -4,030 -6%
AAS
10
Avantax Advisory Services
Texas
$1.81M +$317K +10,186 +21%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.75M +$207K +6,648 +13%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.41M -$97.6K -3,134 -6%
OPS
13
Orion Portfolio Solutions
Nebraska
$1.41M -$97.6K -3,134 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.22M -$148K -4,737 -11%
BAM
15
Belpointe Asset Management
Nevada
$1.22M -$141K -4,522 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11M -$120K -3,863 -10%
FAIM
17
Financial Advocates Investment Management
Washington
$788K -$31.1K -997 -4%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$730K +$300K +9,628 +70%
CA
19
Cetera Advisors
Colorado
$586K +$31K +994 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$585K -$146K -4,680 -20%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$544K +$544K +17,450 New
RJA
22
Raymond James & Associates
Florida
$521K -$74.2K -2,382 -12%
Stifel Financial
23
Stifel Financial
Missouri
$428K
PAG
24
Private Advisor Group
New Jersey
$360K
KA
25
Kovack Advisors
Florida
$354K