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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 $68.5M invested in First Trust Horizon Managed Volatility Domestic ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.45M
2
IWM
Iams Wealth Management
Nebraska
+$269K
3
ARC
Advisor Resource Council
Texas
+$239K
4
Morgan Stanley
Morgan Stanley
New York
+$197K
5
AAS
Avantax Advisory Services
Texas
+$126K

Top Sellers

1
LPL Financial
LPL Financial
California
-$2.03M
2
CAN
Cetera Advisor Networks
California
-$1.22M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.22M
4
KAS
Kestra Advisory Services
Texas
-$834K
5
GSEP
Golden State Equity Partners
California
-$578K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.4M -$2.03M -60,388 -13%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.99M -$210K -6,251 -2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.49M -$288K -8,590 -3%
Truist Financial
4
Truist Financial
North Carolina
$6.67M -$252K -7,498 -4%
GSEP
5
Golden State Equity Partners
California
$4.81M -$578K -17,228 -11%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.43M -$92.1K -2,745 -3%
AAS
7
Avantax Advisory Services
Texas
$2.07M +$126K +3,753 +6%
AWS
8
Atria Wealth Solutions
New York
$2.04M -$62.8K -1,870 -3%
CAN
9
Cetera Advisor Networks
California
$1.83M -$1.22M -36,430 -40%
KAS
10
Kestra Advisory Services
Texas
$1.65M -$834K -24,840 -34%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.6M -$287K -8,549 -15%
BCI
12
Brinker Capital Investments
Pennsylvania
$1.46M -$60.8K -1,807 -4%
OPS
13
Orion Portfolio Solutions
Nebraska
$1.46M -$60.8K -1,807 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$1.45M +$1.45M +43,096 New
BAM
15
Belpointe Asset Management
Nevada
$1.31M -$2.11K -63 -0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M -$145K -4,332 -12%
FAIM
17
Financial Advocates Investment Management
Washington
$825K -$24K -715 -3%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$818K +$31.8K +949 +4%
CA
19
Cetera Advisors
Colorado
$730K +$99.2K +2,957 +16%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$633K +$47.7K +1,421 +8%
RJA
21
Raymond James & Associates
Florida
$516K -$44.6K -1,330 -8%
Morgan Stanley
22
Morgan Stanley
New York
$394K +$197K +5,867 +100%
PFS
23
Prospera Financial Services
Texas
$372K – – –
PS
24
Principal Securities
Iowa
$358K +$358K +10,659 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$352K -$279K -8,313 -44%
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