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First Trust Horizon Managed Volatility Domestic ETF
HUSV

Overview Fund Activity

51 hedge funds and large institutions have $81.7M invested in First Trust Horizon Managed Volatility Domestic ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSIA
LaSalle St. Investment Advisors
Illinois
$922K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$548K
4
AAS
Asset Allocation Strategies
Michigan
$535K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.2M

Top Sellers

1
GSEP
Golden State Equity Partners
California
$3.72M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$21.3M
3
AWS
Atria Wealth Solutions
New York
$417K
4
IWM
Iams Wealth Management
Nebraska
$0
5
LPL Financial
LPL Financial
California
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$21.3M -$1.25M -33,357 -6%
LPL Financial
2
LPL Financial
California
$11.3M -$244K -6,527 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.2M +$247K +6,620 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.32M +$477K +12,755 +7%
GSWM
5
Golden State Wealth Management
California
$6.96M +$6.96M +186,367 New
GSEP
6
Golden State Equity Partners
California
$3.72M -$1.76M -47,115 -32%
AAS
7
Avantax Advisory Services
Texas
$2.5M +$112 +3 +0%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.41M -$12.9K -345 -0.9%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.41M -$12.9K -345 -0.9%
Truist Financial
10
Truist Financial
North Carolina
$1.39M +$2.62K +70 +0.2%
CIA
11
Concurrent Investment Advisors
Florida
$1.31M +$29.7K +794 +2%
BAM
12
Belpointe Asset Management
Nevada
$1.29M +$2.33K +61 +0.2%
BEI
13
Benjamin Edwards Inc
Missouri
$1.05M +$65.3K +1,747 +7%
LSIA
14
LaSalle St. Investment Advisors
Illinois
$922K +$922K +24,683 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$851K +$115K +3,082 +16%
KPWS
16
Kestra Private Wealth Services
Texas
$736K +$1.08K +29 +0.1%
FAIM
17
Financial Advocates Investment Management
Washington
$699K -$38.5K -1,031 -5%
JWCA
18
J.W. Cole Advisors
Florida
$581K +$21.1K +565 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$548K +$381K +10,204 +229%
Raymond James Financial
20
Raymond James Financial
Florida
$537K +$537K +14,378 New
AAS
21
Asset Allocation Strategies
Michigan
$535K +$327K +8,318 +157%
PS
22
Principal Securities
Iowa
$517K +$15.4K +413 +3%
KAS
23
Kestra Advisory Services
Texas
$431K -$130K -3,487 -23%
AWS
24
Atria Wealth Solutions
New York
$417K -$946K -25,302 -69%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$406K +$48.8K +1,307 +14%
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