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First Trust Horizon Managed Volatility Domestic ETF

43 hedge funds and large institutions have $58.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
16
Closed
1
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
$10.5M -$2.33M -65,744 -18%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.48M +$77.2K +2,180 +0.8%
LPL Financial
3
LPL Financial
California
$9.1M -$131K -3,698 -1%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$6.46M +$113K +3,204 +2%
GSEP
5
Golden State Equity Partners
California
$4.62M +$4.62M +130,733 New
AAS
6
Avantax Advisory Services
Texas
$2.35M -$6.55K -185 -0.3%
AWS
7
Atria Wealth Solutions
New York
$1.41M +$27.4K +774 +2%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.4M -$17.7K -500 -1%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.4M -$17.7K -500 -1%
BAM
10
Belpointe Asset Management
Nevada
$1.19M -$111K -3,145 -9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.06M +$211K +5,948 +25%
Truist Financial
12
Truist Financial
North Carolina
$997K -$38.5K -1,086 -4%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$931K +$67.9K +1,916 +8%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$828K +$27.6K +780 +3%
FAIM
15
Financial Advocates Investment Management
Washington
$735K -$55.5K -1,568 -7%
KAS
16
Kestra Advisory Services
Texas
$660K -$274K -7,741 -29%
RJA
17
Raymond James & Associates
Florida
$525K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$468K -$700K -19,771 -60%
JWCA
19
J.W. Cole Advisors
Florida
$461K +$117K +3,300 +34%
PS
20
Principal Securities
Iowa
$449K +$20.2K +570 +5%
CIA
21
Concurrent Investment Advisors
Florida
$382K +$382K +10,794 New
Citadel Advisors
22
Citadel Advisors
Florida
$361K +$361K +10,194 New
KA
23
Kovack Advisors
Florida
$329K +$329K +9,290 New
PFS
24
Prospera Financial Services
Texas
$328K -$18.4K -521 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$312K +$33.6K +950 +12%