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

$35.74 -0.12 (-0.33%)
As of 07/18/2025 04:10 PM Eastern
Compare

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)
$1.57M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$600.89K
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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
5/9/2025Atria Wealth Solutions Inc.9,165$330K0.0%-6.2%1.527%
5/7/2025LPL Financial LLC132,863$4.79M0.0%+4.8%22.144%
5/6/2025Cetera Investment Advisers147,218$5.30M0.0%+0.3%24.536%
4/29/2025Envestnet Asset Management Inc.183,876$6.62M0.0%+1.7%30.646%
4/29/2025Bank of New York Mellon Corp9,331$336K0.0%+3.7%1.555%
4/22/2025Cambridge Investment Research Advisors Inc.138,661$4.99M0.0%+2.5%23.110%
4/21/2025Envestnet Portfolio Solutions Inc.17,416$627K0.0%-5.0%2.903%
2/17/2025Cetera Investment Advisers146,750$5.26M0.0%+2.3%26.682%
2/14/2025Tower Research Capital LLC TRC34,967$1.25M0.0%-26.7%6.358%
2/13/2025Certior Financial Group LLC7,695$276K0.2%N/A1.399%
2/13/2025Envestnet 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%
2/11/2025LPL Financial LLC126,727$4.54M0.0%+4.2%23.041%
2/10/2025Envestnet Portfolio Solutions Inc.18,333$656K0.0%+12.9%3.333%
2/4/2025Bank of New York Mellon Corp8,999$322K0.0%+13.3%1.636%
1/31/2025Atria Wealth Solutions Inc.9,772$350K0.0%+23.4%1.777%
1/30/2025Principal Securities Inc.12,127$434K0.0%+2.6%2.205%
11/15/2024Orion Portfolio Solutions LLC33,648$1.23M0.0%-3.6%6.118%
8/8/2024Envestnet Asset Management Inc.180,991$6.04M0.0%+2.7%32.907%
7/26/2024Cambridge Investment Research Advisors Inc.141,238$4.71M0.0%-0.6%25.680%
7/26/2024Bank of New York Mellon Corp7,214$241K0.0%+16.5%1.312%
5/24/2024Cetera Advisors LLC21,877$743K0.0%+32.4%3.978%
5/24/2024Cetera Investment Advisers148,006$5.03M0.0%+68.1%26.910%
5/9/2024Orion Portfolio Solutions LLC35,284$1.20M0.0%-7.9%6.415%
5/6/2024Envestnet Portfolio Solutions Inc.19,278$655K0.0%+4.2%3.505%
4/25/2024Cambridge Investment Research Advisors Inc.142,127$4.83M0.0%-0.9%25.841%
2/9/2024Cambridge Investment Research Advisors Inc.143,426$4.60M0.0%-2.7%23.904%
2/7/2024Avantax Advisory Services Inc.8,986$288K0.0%-3.9%1.498%
2/7/2024Envestnet Portfolio Solutions Inc.18,501$594K0.0%+7.6%3.084%
2/7/2024Principal Securities Inc.9,518$305K0.0%N/A1.586%
2/2/2024Atria Wealth Solutions Inc.8,771$282K0.0%+21.1%1.462%
11/14/2023Tower Research Capital LLC TRC26,019$767K0.0%+12.8%4.337%
11/13/2023Envestnet Asset Management Inc.174,992$5.16M0.0%-6.4%29.165%
11/13/2023Envestnet Portfolio Solutions Inc.17,198$507K0.0%N/A2.866%
11/8/2023Avantax 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%
10/24/2023Cambridge 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%
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7/31/2023LPL Financial LLC106,375$3.29M0.0%-2.0%17.729%
7/13/2023Cambridge Investment Research Advisors Inc.149,314$4.62M0.0%+0.3%24.886%
5/11/2023Cambridge Investment Research Advisors Inc.148,877$4.59M0.0%-5.9%24.813%
5/10/2023LPL Financial LLC108,501$3.35M0.0%N/A18.084%
5/9/2023Tower Research Capital LLC TRC15,456$477K0.0%-27.4%2.576%
4/28/2023Avantax 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%
2/7/2023Envestnet Asset Management Inc.182,739$5.67M0.0%-1.6%30.457%
11/10/2022Envestnet Asset Management Inc.185,622$5.21M0.0%+3.5%37.124%
11/10/2022Tower 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%
10/17/2022Cambridge Investment Research Advisors Inc.158,288$4.45M0.0%+0.2%31.658%
8/3/2022Envestnet 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%
7/13/2022Cambridge Investment Research Advisors Inc.157,916$4.69M0.0%+1.0%31.583%
5/12/2022Cambridge Investment Research Advisors Inc.156,283$5.19M0.0%-0.3%31.257%
5/4/2022Envestnet Asset Management Inc.162,633$5.40M0.0%+6.1%32.527%
4/27/2022Avantax Advisory Services Inc.8,749$290K0.0%+20.1%1.750%
2/4/2022Envestnet Asset Management Inc.153,261$5.32M0.0%+5.2%34.058%
2/3/2022Cambridge 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%
11/2/2021Cambridge Investment Research Advisors Inc.154,874$4.95M0.0%-0.3%34.416%
8/10/2021Cambridge 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%
8/4/2021Envestnet Asset Management Inc.136,168$4.41M0.0%+16.4%30.260%
5/18/2021Citadel Advisors LLC36,929$1.16M0.0%+13.5%8.206%
5/12/2021UBS Group AG1,012$32K0.0%+406.0%0.225%
(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. ($6.62M), Cetera Investment Advisers ($5.30M), Cambridge Investment Research Advisors Inc. ($4.99M), LPL Financial LLC ($4.79M), Cetera Advisor Networks LLC ($1.34M), Tower Research Capital LLC TRC ($1.25M), and Orion Portfolio Solutions LLC ($1.19M).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 13 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 ($63.76K), Envestnet Portfolio Solutions Inc. ($21.38K), Envestnet Asset Management Inc. ($11.31K), 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 44,143 shares in the last 24 months. This purchase volume represents approximately $1.57M 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 ($12.73K), Orion Portfolio Solutions LLC ($1.66K), Envestnet Portfolio Solutions Inc. ($917.00), Cambridge Investment Research Advisors Inc. ($889.00), 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 16,803 shares in the last 24 months. This volume of shares sold represents approximately $600.89K in transactions.


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This page (NYSEARCA:HSMV) was last updated on 7/19/2025 by MarketBeat.com Staff
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