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

$37.37 0.00 (0.00%)
As of 05/22/2026 04:10 PM 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)
$3.77M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.20M
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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
5/13/2026 Cetera Investment Advisers184,609$6.68M0.0%+5.2%23.076%
5/5/2026 Bank of New York Mellon Corp143,413$5.19M0.0%+4.6%17.927%
2/17/2026 Cetera Investment Advisers175,477$6.26M0.0%+2.6%21.935%
2/17/2026 Tower Research Capital LLC TRC 37,863$1.35M0.0%+595.4%4.733%
2/12/2026 Orion Porfolio Solutions LLC29,065$1.04M0.0%-2.7%3.633%
2/12/2026 Principal Securities Inc.15,488$552K0.0%+10.1%1.936%
2/11/2026 LPL Financial LLC163,070$5.81M0.0%+7.5%20.384%
11/14/2025 Two Sigma Investments LP7,237$263K0.0%N/A0.965%
11/12/2025 Orion Porfolio Solutions LLC29,874$1.09M0.0%-3.8%3.983%
11/5/2025 Envestnet Asset Management Inc.204,348$7.43M0.0%+7.9%27.246%
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10/31/2025 Certior Financial Group LLC8,024$292K0.2%+4.1%1.070%
10/30/2025 Envestnet Portfolio Solutions Inc.6,243$227K0.0%-21.9%0.832%
9/4/2025 Osaic Holdings Inc.5,224$187K0.0%+226.3%0.871%
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%
5/9/2025Atria 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%
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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%
10/12/2023HBW 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%
7/31/2023LPL 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%


HSMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 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. ($7.43M), Cetera Investment Advisers ($6.68M), LPL Financial LLC ($5.81M), Bank of New York Mellon Corp ($5.19M), Cambridge Investment Research Advisors Inc. ($4.99M), Tower Research Capital LLC TRC ($1.35M), and Orion Portfolio Solutions LLC ($1.19M).Learn more on First Trust Horizon Managed Volatility Small/Mid ETF's institutional investors.

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: Tower Research Capital LLC TRC ($32.42K), Envestnet Asset Management Inc. ($31.79K), Cetera Investment Advisers ($25.55K), LPL Financial LLC ($22.61K), Bank of New York Mellon Corp ($8.70K), Certior Financial Group LLC ($8.01K), and Two Sigma Investments LP ($7.24K).

Institutional investors have bought a total of 104,905 shares in the last 24 months. This purchase volume represents approximately $3.77M in transactions.

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 ($16.31K), Envestnet Portfolio Solutions Inc. ($11.17K), and Orion Porfolio Solutions LLC ($6.01K).

Institutional investors have sold a total of 33,487 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.


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This page (NYSEARCA:HSMV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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