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First Trust Horizon Managed Volatility Domestic ETF

38 hedge funds and large institutions have $59.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
18
Closed
6
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
$13M +$3.94M +110,068 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.5M -$81K -2,263 -0.8%
LPL Financial
3
LPL Financial
California
$9.32M -$5M -139,688 -35%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.42M +$2.76M +77,095 +75%
AAS
5
Avantax Advisory Services
Texas
$2.38M +$170K +4,748 +8%
CAN
6
Cetera Advisor Networks
California
$1.9M -$50K -1,396 -3%
OPS
7
Orion Portfolio Solutions
Nebraska
$1.43M -$122K -3,415 -8%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.43M -$122K -3,415 -8%
AWS
9
Atria Wealth Solutions
New York
$1.4M -$777K -21,703 -36%
BAM
10
Belpointe Asset Management
Nevada
$1.32M -$76.6K -2,140 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.18M +$66.1K +1,845 +6%
Truist Financial
12
Truist Financial
North Carolina
$1.05M -$6.06M -169,425 -85%
CA
13
Cetera Advisors
Colorado
$996K +$217K +6,067 +28%
KAS
14
Kestra Advisory Services
Texas
$944K -$817K -22,830 -46%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$872K -$429 -12 -0%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$860K +$860K +24,039 New
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$809K +$134K +3,736 +20%
FAIM
18
Financial Advocates Investment Management
Washington
$799K -$81K -2,264 -9%
Osaic Holdings
19
Osaic Holdings
Arizona
$655K -$1.05M -29,327 -62%
RJA
20
Raymond James & Associates
Florida
$531K -$19.7K -550 -4%
PS
21
Principal Securities
Iowa
$433K +$52K +1,453 +14%
PFS
22
Prospera Financial Services
Texas
$350K -$46.6K -1,301 -12%
JWCA
23
J.W. Cole Advisors
Florida
$348K +$348K +9,731 New
UAG
24
United Advisor Group
Ohio
$306K +$306K +8,551 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$282K +$282K +7,868 New