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First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) Institutional Ownership

$36.74 -0.24 (-0.64%)
As of 09:30 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.87M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.64M
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HSMV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Small/Mid ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025 Orion Porfolio Solutions LLC31,056$1.11M0.0%-6.1%5.176%
8/15/2025 Tower Research Capital LLC TRC 10,193$365K0.0%-61.5%1.699%
8/15/2025 Orion Porfolio Solutions LLC31,056$1.11M0.0%-6.1%5.176%
8/8/2025 Cetera Investment Advisers155,405$5.57M0.0%+5.6%25.901%
8/1/2025 Envestnet Asset Management Inc.189,446$6.79M0.0%+3.0%31.574%
7/25/2025 Envestnet Portfolio Solutions Inc.7,997$287K0.0%-54.1%1.333%
5/9/2025 Atria Wealth Solutions Inc.9,165$330K0.0%-6.2%1.527%
5/7/2025 LPL Financial LLC132,863$4.79M0.0%+4.8%22.144%
5/6/2025 Cetera Investment Advisers147,218$5.30M0.0%+0.3%24.536%
4/29/2025 Envestnet Asset Management Inc.183,876$6.62M0.0%+1.7%30.646%
4/29/2025 Bank of New York Mellon Corp9,331$336K0.0%+3.7%1.555%
4/22/2025 Cambridge Investment Research Advisors Inc.138,661$4.99M0.0%+2.5%23.110%
4/21/2025 Envestnet Portfolio Solutions Inc.17,416$627K0.0%-5.0%2.903%
2/17/2025 Cetera Investment Advisers146,750$5.26M0.0%+2.3%26.682%
2/14/2025 Tower Research Capital LLC TRC34,967$1.25M0.0%-26.7%6.358%
2/13/2025 Certior Financial Group LLC7,695$276K0.2%N/A1.399%
2/13/2025 Envestnet Asset Management Inc.180,818$6.47M0.0%+2.0%32.876%
2/12/2025Orion Portfolio Solutions LLC33,257$1.19M0.0%-1.2%6.047%
2/11/2025 LPL Financial LLC126,727$4.54M0.0%+4.2%23.041%
2/10/2025 Envestnet Portfolio Solutions Inc.18,333$656K0.0%+12.9%3.333%
2/4/2025 Bank of New York Mellon Corp8,999$322K0.0%+13.3%1.636%
1/31/2025 Atria Wealth Solutions Inc.9,772$350K0.0%+23.4%1.777%
1/30/2025 Principal Securities Inc.12,127$434K0.0%+2.6%2.205%
11/15/2024Orion Portfolio Solutions LLC33,648$1.23M0.0%-3.6%6.118%
8/8/2024 Envestnet Asset Management Inc.180,991$6.04M0.0%+2.7%32.907%
7/26/2024 Cambridge Investment Research Advisors Inc.141,238$4.71M0.0%-0.6%25.680%
7/26/2024 Bank of New York Mellon Corp7,214$241K0.0%+16.5%1.312%
5/24/2024Cetera Advisors LLC21,877$743K0.0%+32.4%3.978%
5/24/2024 Cetera Investment Advisers148,006$5.03M0.0%+68.1%26.910%
5/9/2024Orion Portfolio Solutions LLC35,284$1.20M0.0%-7.9%6.415%
5/6/2024 Envestnet Portfolio Solutions Inc.19,278$655K0.0%+4.2%3.505%
4/25/2024 Cambridge Investment Research Advisors Inc.142,127$4.83M0.0%-0.9%25.841%
2/9/2024 Cambridge Investment Research Advisors Inc.143,426$4.60M0.0%-2.7%23.904%
2/7/2024 Avantax Advisory Services Inc.8,986$288K0.0%-3.9%1.498%
2/7/2024 Envestnet Portfolio Solutions Inc.18,501$594K0.0%+7.6%3.084%
2/7/2024 Principal Securities Inc.9,518$305K0.0%N/A1.586%
2/2/2024 Atria Wealth Solutions Inc.8,771$282K0.0%+21.1%1.462%
11/14/2023 Tower Research Capital LLC TRC26,019$767K0.0%+12.8%4.337%
11/13/2023 Envestnet Asset Management Inc.174,992$5.16M0.0%-6.4%29.165%
11/13/2023 Envestnet Portfolio Solutions Inc.17,198$507K0.0%N/A2.866%
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11/8/2023 Avantax Advisory Services Inc.9,349$275K0.0%-6.7%1.558%
11/1/2023Orion Portfolio Solutions LLC38,334$1.13M0.0%-4.3%6.389%
10/24/2023 Cambridge Investment Research Advisors Inc.147,443$4.34M0.0%-1.3%24.574%
10/12/2023 HBW Advisory Services LLC1,538$45K0.0%N/A0.256%
8/10/2023Cetera Advisors LLC15,219$471K0.0%-13.4%2.537%
8/10/2023Cetera Advisor Networks LLC43,285$1.34M0.0%+3.8%7.214%
7/31/2023 LPL Financial LLC106,375$3.29M0.0%-2.0%17.729%
7/13/2023 Cambridge Investment Research Advisors Inc.149,314$4.62M0.0%+0.3%24.886%
5/11/2023 Cambridge Investment Research Advisors Inc.148,877$4.59M0.0%-5.9%24.813%
5/10/2023 LPL Financial LLC108,501$3.35M0.0%N/A18.084%
5/9/2023 Tower Research Capital LLC TRC15,456$477K0.0%-27.4%2.576%
4/28/2023 Avantax Advisory Services Inc.10,946$338K0.0%+8.1%1.824%
2/8/2023Orion Portfolio Solutions LLC40,993$1.27M0.0%-1.3%6.832%
2/7/2023 Envestnet Asset Management Inc.182,739$5.67M0.0%-1.6%30.457%
11/10/2022 Envestnet Asset Management Inc.185,622$5.21M0.0%+3.5%37.124%
11/10/2022 Tower Research Capital LLC TRC19,695$553K0.0%-27.9%3.939%
11/9/2022Orion Portfolio Solutions LLC41,512$1.17M0.0%-1.3%8.302%
10/17/2022 Cambridge Investment Research Advisors Inc.158,288$4.45M0.0%+0.2%31.658%
8/3/2022 Envestnet Asset Management Inc.179,386$5.33M0.0%+10.3%35.877%
7/14/2022Orion Portfolio Solutions LLC42,047$1.25M0.1%-3.4%8.409%
7/13/2022 Cambridge Investment Research Advisors Inc.157,916$4.69M0.0%+1.0%31.583%
5/12/2022 Cambridge Investment Research Advisors Inc.156,283$5.19M0.0%-0.3%31.257%
5/4/2022 Envestnet Asset Management Inc.162,633$5.40M0.0%+6.1%32.527%
4/27/2022 Avantax Advisory Services Inc.8,749$290K0.0%+20.1%1.750%
2/4/2022 Envestnet Asset Management Inc.153,261$5.32M0.0%+5.2%34.058%
2/3/2022 Cambridge Investment Research Advisors Inc.156,764$5.44M0.0%+1.2%34.836%
11/10/2021Orion Portfolio Solutions LLC42,581$1.36M0.1%+6.2%9.462%
11/2/2021 Cambridge Investment Research Advisors Inc.154,874$4.95M0.0%-0.3%34.416%
8/10/2021 Cambridge Investment Research Advisors Inc.155,265$5.03M0.0%-0.5%34.503%
8/5/2021Orion Portfolio Solutions LLC40,090$1.30M0.1%+5.5%8.909%
8/4/2021 Envestnet Asset Management Inc.136,168$4.41M0.0%+16.4%30.260%
(Data available from 1/1/2016 forward)

HSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSMV shares?

During the previous two years, 15 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Small/Mid ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.79M), Cetera Investment Advisers ($5.57M), Cambridge Investment Research Advisors Inc. ($4.99M), LPL Financial LLC ($4.79M), Orion Portfolio Solutions LLC ($1.19M), Orion Porfolio Solutions LLC ($1.11M), and Cetera Advisors LLC ($743K).Learn more on First Trust Horizon Managed Volatility Small/Mid ETF's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Small/Mid ETF's stock?

Of the 12 institutional investors that purchased First Trust Horizon Managed Volatility Small/Mid ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($71.95K), Envestnet Portfolio Solutions Inc. ($21.38K), Envestnet Asset Management Inc. ($16.88K), LPL Financial LLC ($11.21K), Principal Securities Inc. ($9.82K), Certior Financial Group LLC ($7.70K), and Cetera Advisors LLC ($5.36K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have bought a total of 52,131 shares in the last 24 months. This purchase volume represents approximately $1.87M in transactions.

Which of First Trust Horizon Managed Volatility Small/Mid ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months: Tower Research Capital LLC TRC ($29.04K), Envestnet Portfolio Solutions Inc. ($10.34K), Orion Porfolio Solutions LLC ($4.02K), Orion Portfolio Solutions LLC ($1.66K), and Atria Wealth Solutions Inc. ($607.00).

How much institutional selling is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have sold a total of 45,656 shares in the last 24 months. This volume of shares sold represents approximately $1.64M in transactions.


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This page (NYSEARCA:HSMV) was last updated on 8/29/2025 by MarketBeat.com Staff
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