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HSMV · First Trust Horizon Managed Volatility Small/Mid ETF ETF

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$38.47 -0.02 (-0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 14
Total Value: $21,551,924
Total Shares: 698,536

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 14 13F filers · Δ vs Dec 31, 2022
Top Holder
26.8%
Jun 2020 → Mar 2023 · range 26.8% – 49.1%
−3.4 pts
Top 5
82.2%
Jun 2020 → Mar 2023 · range 82.2% – 100.0%
−2.1 pts
Top 10
99.4%
Jun 2020 → Mar 2023 · range 99.4% – 100.0%
−0.0 pts
HHI
1,685
Jun 2020 → Mar 2023 · range 1,685 – 3,726
Moderately concentrated−267

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
6
Decreased
4
Sold Out
3
Unchanged
2
Holder count: -1
Institutional value: +14.8%
Shares held: +15.3%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +4,177 186,916
CITADEL ADVISORS LLC +3,858 38,742
Cetera Investment Advisers +2,059 88,332
UBS Group AG +459 2,643
Orion Portfolio Solutions, LLC +190 41,183

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
Cambridge Investment Research Advisors, Inc. −9,372 148,877
Tower Research Capital LLC (TRC) −5,822 15,456
Cetera Advisors LLC −351 17,573
Cetera Advisor Networks LLC −239 41,691

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
LPL Financial LLC 108,501 $3,347,581
Horizon Investments, LLC 28 $863

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
AVANTAX ADVISORY SERVICES, INC. 10,125 $314,158
BlackRock Inc. 12 $372
IFP Advisors, Inc 600 $13
Filter: New 2 Increased 6 Reduced 4 Sold out 3 Unchanged 2
Showing 14 of 14
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ENVESTNET ASSET MANAGEMENT INC HSMV $5,766,919 26.76% 186,916
Cambridge Investment Research Advisors, Inc. HSMV $4,593,302 21.31% 148,877
LPL Financial LLC HSMV $3,347,581 15.53% 108,501
Cetera Investment Advisers HSMV $2,725,307 12.65% 88,332
Cetera Advisor Networks LLC HSMV $1,286,292 5.97% 41,691
Orion Portfolio Solutions, LLC HSMV $1,270,619 5.90% 41,183
CITADEL ADVISORS LLC HSMV $1,195,306 5.55% 38,742
Cetera Advisors LLC HSMV $542,179 2.52% 17,573
Tower Research Capital LLC (TRC) HSMV $476,863 2.21% 15,456
Atria Wealth Solutions, Inc. HSMV $210,355 0.98% 6,818
UBS Group AG HSMV $81,544 0.38% 2,643
OSAIC HOLDINGS, INC. HSMV $54,794 0.25% 1,776
Horizon Investments, LLC HSMV $863 0.00% 28
PROEQUITIES, INC. HSMV $0 0.00% 0