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First Trust Horizon Managed Volatility Domestic ETF

47 hedge funds and large institutions have $78.1M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
16
Reduced
17
Closed
3
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
$23.1M +$11.7M +305,352 +103%
LPL Financial
2
LPL Financial
California
$11.8M +$1.94M +50,855 +20%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.1M -$91.4K -2,391 -0.9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.01M +$26.2K +686 +0.4%
GSEP
5
Golden State Equity Partners
California
$5.61M +$611K +15,961 +12%
AAS
6
Avantax Advisory Services
Texas
$2.56M +$25.9K +676 +1%
OPS
7
Orion Portfolio Solutions
Nebraska
$1.45M -$60.5K -1,583 -4%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.45M -$60.5K -1,583 -4%
Truist Financial
9
Truist Financial
North Carolina
$1.42M +$347K +9,065 +32%
AWS
10
Atria Wealth Solutions
New York
$1.39M -$131K -3,438 -9%
CIA
11
Concurrent Investment Advisors
Florida
$1.31M +$896K +23,423 +217%
BAM
12
Belpointe Asset Management
Nevada
$1.29M -$3.29K -86 -0.3%
BEI
13
Benjamin Edwards Inc
Missouri
$1.01M +$1.01M +26,439 New
FAIM
14
Financial Advocates Investment Management
Washington
$754K -$39.5K -1,033 -5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$753K -$141K -3,700 -16%
KPWS
16
Kestra Private Wealth Services
Texas
$752K +$752K +19,673 New
KAS
17
Kestra Advisory Services
Texas
$575K -$138K -3,616 -19%
JWCA
18
J.W. Cole Advisors
Florida
$573K +$74.5K +1,949 +15%
RJA
19
Raymond James & Associates
Florida
$521K -$46.8K -1,225 -8%
PS
20
Principal Securities
Iowa
$513K +$28.5K +744 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$424K -$723K -18,903 -63%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$365K +$28K +731 +8%
PFS
23
Prospera Financial Services
Texas
$354K
KA
24
Kovack Advisors
Florida
$325K -$30.2K -790 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$305K +$53.1K +1,388 +21%