Go Pro
→ CODE RED: AI Meltdown Imminent? (From Paradigm Press) (Ad)tc pixel Free HSMV Stock Alerts

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

$35.61 -1.22 (-3.31%)
Closing price 04:10 PM Eastern
Extended Trading
$35.73 +0.12 (+0.33%)
As of 07:07 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.60M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$135.62K
Get HSMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Horizon Managed Volatility Small/Mid ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HSMV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.285,847$10.94M0.0%+29.0%114.339%
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%
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%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
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%
10/12/2023HBW 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%
7/13/2022Cambridge Investment Research Advisors Inc.157,916$4.69M0.0%+1.0%31.583%


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. ($10.94M), 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: Envestnet Asset Management Inc. ($91.27K), Tower Research Capital LLC TRC ($32.42K), Cetera Investment Advisers ($25.55K), LPL Financial LLC ($22.61K), Certior Financial Group LLC ($8.01K), Bank of New York Mellon Corp ($7.68K), and Two Sigma Investments LP ($7.24K).

Institutional investors have bought a total of 151,754 shares in the last 24 months. This purchase volume represents approximately $5.60M in transactions.

The following institutional investors have sold First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months: Orion Porfolio Solutions LLC ($1.99K), and Envestnet Portfolio Solutions Inc. ($1.75K).

Institutional investors have sold a total of 3,745 shares in the last 24 months. This volume of shares sold represents approximately $135.62K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HSMV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
They're shrinking your dollars every single month
Since 2020, the dollar has lost roughly a quarter of its buying power. A $500,000 nest egg today buys about wh...
American Alternative | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
NASA's ISS Replacement Could Go to This Tiny Space Firm
NASA has commissioned SpaceX to decommission the $150 billion International Space Station, but the contract to...
Behind the Markets | Sponsoredtc pixel