First Trust Horizon Managed Volatility Developed International ETF (HDMV) Institutional Ownership

$28.38
-0.10 (-0.35%)
(As of 12:15 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Developed International ETF (NYSEARCA:HDMV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$10.53M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.91M
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HDMV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Developed International ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.161,163$4.72M0.0%-1.0%14.014%
2/9/2024Orion Portfolio Solutions LLC41,689$1.21M0.0%-3.0%2.978%
2/9/2024 Cambridge Investment Research Advisors Inc.162,754$4.69M0.0%-3.2%11.625%
2/9/2024Gladstone Institutional Advisory LLC12,869$371K0.0%-6.1%0.919%
2/7/2024Avantax Advisory Services Inc.26,694$770K0.0%+129.9%1.907%
2/7/2024Envestnet Portfolio Solutions Inc.20,649$595K0.0%+7.0%1.475%
2/7/2024Principal Securities Inc.10,776$311K0.0%N/A0.770%
2/2/2024Golden State Equity Partners170,172$4.86M1.2%-7.3%12.155%
2/2/2024Atria Wealth Solutions Inc.9,733$281K0.0%+19.7%0.695%
1/29/2024 Moneywise Inc.11,644$336K0.2%-3.9%0.832%
1/24/2024 International Assets Investment Management LLC1,124$32K0.0%N/A0.080%
1/16/2024 Raymond James & Associates48,904$1.41M0.0%+5.7%3.493%
11/16/2023Harbour Investments Inc.20,502$553K0.0%-32.8%1.464%
11/13/2023LPL Financial LLC148,219$4.00M0.0%-3.1%10.587%
11/13/2023Envestnet Asset Management Inc.199,012$5.37M0.0%-5.9%14.215%
11/13/2023Envestnet Portfolio Solutions Inc.19,292$520K0.0%N/A1.378%
11/8/2023Avantax Advisory Services Inc.11,612$313K0.0%+5.4%0.829%
11/6/2023Sigma Planning Corp98,648$2.66M0.1%-1.6%7.046%
11/1/2023Orion Portfolio Solutions LLC42,974$1.16M0.0%-3.7%3.070%
10/24/2023 Raymond James & Associates46,282$1.25M0.0%-2.1%3.306%
10/24/2023 Cambridge Investment Research Advisors Inc.168,101$4.53M0.0%-23.5%12.007%
10/20/2023Golden State Equity Partners183,593$4.94M1.4%+13.3%13.114%
10/12/2023 HBW Advisory Services LLC1,658$45K0.0%N/A0.118%
8/10/2023Cetera Advisors LLC16,331$465K0.0%-20.0%1.167%
8/10/2023Cetera Advisor Networks LLC49,114$1.40M0.0%-15.8%3.508%
8/10/2023Cetera Investment Advisers94,097$2.68M0.0%-5.1%6.721%
8/4/2023Envestnet Asset Management Inc.211,417$6.03M0.0%-12.1%15.101%
8/3/2023Atria Wealth Solutions Inc.7,983$228K0.0%-22.2%0.570%
8/2/2023Sigma Planning Corp100,233$2.86M0.1%+129.9%7.160%
8/1/2023Truist Financial Corp11,118$317K0.0%-50.4%0.794%
7/31/2023LPL Financial LLC153,001$4.36M0.0%-4.8%10.929%
7/25/2023 Raymond James & Associates47,271$1.35M0.0%+217.7%3.377%
7/19/2023Golden State Equity Partners162,088$4.62M1.3%+103.1%11.578%
7/13/2023 Cambridge Investment Research Advisors Inc.219,777$6.26M0.0%-5.5%15.698%
6/1/2023Golden State Equity Partners79,794$2.25M1.2%N/A5.700%
5/11/2023 Cambridge Investment Research Advisors Inc.232,643$6.63M0.0%-6.2%16.617%
5/10/2023LPL Financial LLC160,714$4.58M0.0%-3.3%11.480%
5/8/2023Sigma Planning Corp43,602$1.24M0.0%N/A3.114%
5/5/2023Truist Financial Corp22,408$638K0.0%-11.3%1.601%
4/28/2023Avantax Advisory Services Inc.12,150$346K0.0%+10.2%0.868%
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4/11/2023Mutual Advisors LLC7,181$205K0.0%-10.0%0.513%
2/8/2023Belpointe Asset Management LLC1,759$48K0.0%-74.5%0.126%
2/8/2023 Cambridge Investment Research Advisors Inc.248,129$6.74M0.0%+3.2%17.724%
2/7/2023LPL Financial LLC166,220$4.52M0.0%+1.7%11.873%
2/7/2023Envestnet Asset Management Inc.247,958$6.74M0.0%-0.3%17.711%
2/1/2023Gladstone Institutional Advisory LLC12,988$353K0.0%-56.1%0.928%
1/30/2023 Moneywise Inc.11,833$321K0.2%-21.8%0.845%
1/12/2023Mutual Advisors LLC7,976$217K0.0%-15.2%0.550%
1/12/2023 OneAscent Financial Services LLC7,393$201K0.1%N/A0.510%
11/15/2022Belpointe Asset Management LLC6,908$169K0.0%-72.4%0.476%
11/14/2022OLD Mission Capital LLC12,026$295K0.0%-92.6%0.829%
11/10/2022Envestnet Asset Management Inc.248,737$6.10M0.0%+5.2%17.154%
11/9/2022Orion Portfolio Solutions LLC44,853$1.10M0.0%-1.6%3.093%
11/2/2022Avantax Advisory Services Inc.9,310$228K0.0%-6.8%0.642%
10/26/2022Truist Financial Corp25,282$620K0.0%-2.3%1.744%
10/25/2022 Raymond James & Associates14,880$365K0.0%-6.3%1.026%
10/20/2022Gladstone Institutional Advisory LLC29,618$727K0.1%+4.9%2.043%
10/17/2022 Cambridge Investment Research Advisors Inc.240,323$5.90M0.0%-1.8%16.574%
10/5/2022 HBW Advisory Services LLC2,108$52K0.0%N/A0.145%
8/11/2022Cetera Investment Advisers7,240$201K0.0%-60.3%0.453%
8/5/2022OLD Mission Capital LLC162,026$4.50M0.1%+518.5%10.127%
8/3/2022Envestnet Asset Management Inc.236,361$6.57M0.0%-48.3%14.773%
8/2/2022Belpointe Asset Management LLC25,063$696K0.0%+10.5%1.566%
8/2/2022Avantax Advisory Services Inc.9,986$277K0.0%-56.9%0.624%
8/2/2022 Moneywise Inc.14,897$414K0.3%-39.4%0.931%
7/22/2022Truist Financial Corp25,869$718K0.0%-5.5%1.617%
7/14/2022Orion Portfolio Solutions LLC45,577$1.27M0.1%-44.4%2.849%
7/13/2022 Cambridge Investment Research Advisors Inc.244,789$6.80M0.0%-59.4%13.599%
5/19/2022Golden State Wealth Management LLC43,777$1.34M0.3%-10.7%2.432%
5/19/2022Orion Portfolio Solutions LLC82,017$2.51M0.1%+1.5%4.557%
5/18/2022Golden State Equity Partners123,792$3.75M1.6%+6.2%6.877%
5/12/2022 Cambridge Investment Research Advisors Inc.602,609$18.46M0.1%+2.7%30.130%
5/9/2022Mutual Advisors LLC9,848$302K0.0%-3.9%0.492%
5/4/2022Advisor Group Holdings Inc.59,230$2.37M0.0%+3.5%2.468%
5/4/2022Gladstone Institutional Advisory LLC27,999$858K0.1%-1.7%1.167%
5/4/2022Envestnet Asset Management Inc.457,574$14.01M0.0%+6.9%19.066%
4/28/2022Belpointe Asset Management LLC22,675$694K0.0%+90.0%0.945%
4/27/2022Avantax Advisory Services Inc.23,182$710K0.0%+16.5%0.966%
4/26/2022Kestra Advisory Services LLC13,658$418K0.0%+22.3%0.569%
4/20/2022 Moneywise Inc.24,567$752K0.5%-9.3%1.024%
4/18/2022Holloway Wealth Management LLC20,547$629K0.2%+9.9%0.856%
2/16/2022Harbour Investments Inc.49,199$1.56M0.1%-3.7%2.050%
2/14/2022Golden State Wealth Management LLC49,000$1.56M0.3%N/A2.042%
2/14/2022LPL Financial LLC263,610$8.38M0.0%+4.0%10.984%
2/11/2022 Advisor Resource Council10,416$333K0.0%-18.3%0.434%
2/9/2022Orion Portfolio Solutions LLC80,803$2.57M0.1%-0.9%3.367%
2/9/2022Holloway Wealth Management LLC18,700$594K0.2%-5.5%0.779%
2/8/2022 Raymond James & Associates16,396$521K0.0%-11.8%0.683%
2/4/2022Envestnet Asset Management Inc.428,043$13.60M0.0%+4.7%17.835%
2/3/2022 Cambridge Investment Research Advisors Inc.586,514$18.64M0.1%+5.3%24.438%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
2/3/2022Advisor Group Holdings Inc.57,217$1.82M0.0%+5.2%2.384%
1/24/2022Avantax Advisory Services Inc.19,905$633K0.0%+14.3%0.829%
1/20/2022Kestra Advisory Services LLC11,171$355K0.0%-45.0%0.465%
1/12/2022 Moneywise Inc.27,082$861K0.6%-6.5%1.128%
1/11/2022 HBW Advisory Services LLC33,235$1.06M0.2%+1.9%1.385%
11/16/2021Cetera Investment Advisers17,618$543K0.0%-6.9%0.653%
11/16/2021Cetera Advisor Networks LLC7,752$239K0.0%+9.2%0.287%
11/16/2021 Advisor Resource Council12,751$393K0.1%+16,459.7%0.472%
11/16/2021LPL Financial LLC253,433$7.82M0.0%+2.8%9.386%
11/15/2021Golden State Equity Partners186,277$5.75M2.3%+1.7%6.899%
(Data available from 1/1/2016 forward)

HDMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDMV shares?

During the previous two years, 27 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Developed International ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.37M), Golden State Equity Partners ($4.86M), Cambridge Investment Research Advisors Inc. ($4.72M), LPL Financial LLC ($4.00M), Cetera Investment Advisers ($2.68M), Sigma Planning Corp ($2.66M), and Advisor Group Holdings Inc. ($2.37M).Learn more on HDMV's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Developed International ETF stock?

Of the 19 institutional investors that purchased First Trust Horizon Managed Volatility Developed International ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Golden State Equity Partners ($190.84K), OLD Mission Capital LLC ($135.83K), Sigma Planning Corp ($100.23K), Envestnet Asset Management Inc. ($41.91K), Raymond James & Associates ($35.01K), Cambridge Investment Research Advisors Inc. ($23.90K), and Envestnet Portfolio Solutions Inc. ($20.65K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Developed International ETF?

Institutional investors have bought a total of 616,039 shares in the last 24 months. This purchase volume represents approximately $17.47M in transactions.

Which First Trust Horizon Managed Volatility Developed International ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold First Trust Horizon Managed Volatility Developed International ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($449.25K), Envestnet Asset Management Inc. ($263.44K), OLD Mission Capital LLC ($150K), Orion Portfolio Solutions LLC ($40.11K), Belpointe Asset Management LLC ($23.30K), LPL Financial LLC ($18.00K), and Gladstone Institutional Advisory LLC ($17.96K).

How much institutional selling is happening at First Trust Horizon Managed Volatility Developed International ETF?

Institutional investors have sold a total of 1,072,055 shares in the last 24 months. This volume of shares sold represents approximately $29.24M in transactions.


This page (NYSEARCA:HDMV) was last updated on 4/25/2024 by MarketBeat.com Staff

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