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

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$32.89
+0.36 (+1.11%)
(As of 04/23/2024 ET)
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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)
$4.47M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.22M
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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
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%
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%
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5/12/2021UBS Group AG1,012$32K0.0%+406.0%0.225%
5/7/2021Cambridge Investment Research Advisors Inc.155,993$4.89M0.0%-24.1%34.665%
5/4/2021Envestnet Asset Management Inc.116,990$3.67M0.0%-13.7%25.998%
2/5/2021Orion Portfolio Solutions LLC57,577$1.63M0.1%-23.6%11.515%
2/4/2021Cambridge Investment Research Advisors Inc.205,653$5.82M0.0%-9.4%41.131%
11/13/2020Orion Portfolio Solutions LLC75,368$1.83M0.1%-24.3%15.074%
11/13/2020First Allied Advisory Services Inc.10,019$243K0.0%-20.4%1.822%
11/11/2020Holloway Wealth Management LLC1,420$34K0.0%N/A0.258%
10/29/2020Cambridge Investment Research Advisors Inc.227,038$5.51M0.0%-24.9%41.280%
10/9/2020Envestnet Asset Management Inc.173,112$4.20M0.0%-13.5%23.082%
8/19/2020Orion Portfolio Solutions LLC99,625$2.41M0.1%N/A12.453%
7/27/2020Cambridge Investment Research Advisors Inc.302,486$7.32M0.1%N/A37.811%
(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, 12 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. ($5.16M), Cambridge Investment Research Advisors Inc. ($4.60M), LPL Financial LLC ($3.29M), Cetera Advisor Networks LLC ($1.34M), Orion Portfolio Solutions LLC ($1.13M), Tower Research Capital LLC TRC ($767K), and Envestnet Portfolio Solutions Inc. ($594K).Learn more on HSMV's institutional investors.

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

Of the 10 institutional investors that purchased First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($108.50K), Envestnet Asset Management Inc. ($32.36K), Envestnet Portfolio Solutions Inc. ($18.50K), Principal Securities Inc. ($9.52K), Tower Research Capital LLC TRC ($2.94K), Cambridge Investment Research Advisors Inc. ($2.44K), and Avantax Advisory Services Inc. ($2.28K).

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

Institutional investors have bought a total of 181,211 shares in the last 24 months. This purchase volume represents approximately $5.56M in transactions.

Which First Trust Horizon Managed Volatility Small/Mid ETF 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: Cambridge Investment Research Advisors Inc. ($15.74K), Envestnet Asset Management Inc. ($14.81K), Tower Research Capital LLC TRC ($13.45K), Orion Portfolio Solutions LLC ($4.26K), Cetera Advisors LLC ($2.35K), LPL Financial LLC ($2.13K), and Avantax Advisory Services Inc. ($1.03K).

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

Institutional investors have sold a total of 53,772 shares in the last 24 months. This volume of shares sold represents approximately $1.62M in transactions.


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This page (NYSEARCA:HSMV) was last updated on 4/23/2024 by MarketBeat.com Staff

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