HSMV · First Trust Horizon Managed Volatility Small/Mid ETF ETF
$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.
Holders: 16
Total Value: $34,183,933
Total Shares: 945,091
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 16 13F filers · Δ vs Dec 31, 2025Top Holder
23.4%
+1.0 pts
Top 5
92.5%
+3.4 pts
Top 10
99.9%
+0.4 pts
HHI
1,769
Moderately concentrated+114
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
8
Decreased
4
Sold Out
2
Unchanged
3
Holder count:
-1
Institutional value:
+2.1%
Shares held:
+0.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +10,383 | 221,618 | |
| Large Cetera Investment Advisers | +9,132 | 184,609 | |
| Mega LPL Financial LLC | +8,758 | 171,828 | |
| Mega Bank of New York Mellon Corp | +6,290 | 143,413 | |
| Large Cambridge Investment Research Advisors, Inc. | +2,335 | 153,022 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | −24,706 | 13,157 | |
| Mega UBS Group AG | −887 | 3 | |
| Mid Orion Porfolio Solutions, LLC | −712 | 28,353 | |
| Micro CERTIOR FINANCIAL GROUP, LLC | −416 | 7,830 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | 339 | $12,261 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Envestnet Portfolio Solutions, Inc. | 6,327 | $225,557 | |
| Mega MORGAN STANLEY | 1 | $35 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC HSMV | $8,015,923 | 23.45% | 221,618 | Shares | 2026-05-04 | |
| Large Cetera Investment Advisers HSMV | $6,677,307 | 19.53% | 184,609 | Shares | 2026-05-13 | |
| Mega LPL Financial LLC HSMV | $6,215,018 | 18.18% | 171,828 | Shares | 2026-05-06 | |
| Large Cambridge Investment Research Advisors, Inc. HSMV | $5,534,805 | 16.19% | 153,022 | Shares | 2026-04-30 | |
| Mega Bank of New York Mellon Corp Bank HSMV | $5,187,247 | 15.17% | 143,413 | Shares | 2026-05-05 | |
| Mid Orion Porfolio Solutions, LLC HSMV | $1,025,528 | 3.00% | 28,353 | Shares | 2026-05-13 | |
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer HSMV | $598,613 | 1.75% | 16,550 | Shares | 2026-05-13 | |
| Mid Tower Research Capital LLC (TRC) HSMV | $475,888 | 1.39% | 13,157 | Shares | 2026-05-15 | |
| Micro CERTIOR FINANCIAL GROUP, LLC HSMV | $283,211 | 0.83% | 7,830 | Shares | 2026-04-27 | |
| Large OSAIC HOLDINGS, INC. HSMV | $134,805 | 0.39% | 3,727 | Shares | 2026-05-15 | |
| Mega ROYAL BANK OF CANADA Bank HSMV | $12,261 | 0.04% | 339 | Shares | 2026-05-15 | |
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC HSMV | $10,344 | 0.03% | 286 | Shares | 2026-05-01 | |
| Small Truvestments Capital LLC HSMV | $8,210 | 0.02% | 227 | Shares | 2026-05-13 | |
| Mid Horizon Investments, LLC HSMV | $4,629 | 0.01% | 128 | Shares | 2026-05-15 | |
| Mega UBS Group AG HSMV | $108 | 0.00% | 3 | Shares | 2026-05-05 | |
| Mega Russell Investments Group, Ltd. HSMV | $36 | 0.00% | 1 | Shares | 2026-05-08 |