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First Trust Horizon Managed Volatility Domestic ETF (HUSV) Institutional Ownership

$39.77 0.00 (0.00%)
As of 05/23/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Domestic ETF (NYSEARCA:HUSV)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$19.53M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.65M
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HUSV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Domestic ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Belpointe Asset Management LLC27,688$1.11M0.1%-17.8%1.086%
5/16/2025 Goldman Sachs Group Inc.14,046$565K0.0%N/A0.551%
5/13/2025 Intrepid Financial Planning Group LLC19,045$765K0.4%+249.4%0.747%
5/12/2025 Benjamin Edwards Inc.32,116$1.29M0.0%+13.9%1.259%
5/9/2025 Atria Wealth Solutions Inc.10,431$419K0.0%-6.6%0.409%
5/7/2025 LPL Financial LLC359,301$14.44M0.0%+19.3%14.090%
5/6/2025 Cetera Investment Advisers187,175$7.52M0.0%-4.5%7.340%
5/6/2025 Kovack Advisors Inc.7,000$281K0.0%-10.0%0.275%
5/5/2025 Kestra Private Wealth Services LLC10,176$409K0.0%-48.4%0.399%
4/29/2025 Envestnet Asset Management Inc.310,647$12.49M0.0%+14.3%12.182%
4/29/2025 Concurrent Investment Advisors LLC33,883$1.36M0.0%-3.2%1.329%
4/28/2025 Private Trust Co. NA1,326$53K0.0%+63.3%0.052%
4/24/2025 Golden State Wealth Management LLC184,118$7.40M1.1%-1.2%7.220%
4/23/2025 Golden State Equity Partners88,786$3.54M0.7%-10.8%3.482%
4/22/2025 Cambridge Investment Research Advisors Inc.550,074$22.11M0.1%-3.4%21.572%
4/21/2025 Envestnet Portfolio Solutions Inc.22,172$891K0.0%-2.6%0.869%
2/18/2025 Breakthru Advisory Services LLC6,870$257K0.2%N/A0.280%
2/17/2025 Cetera Investment Advisers195,945$7.32M0.0%+7.0%7.998%
2/17/2025 Benjamin Edwards Inc.28,186$1.05M0.0%+6.6%1.150%
2/13/2025 LaSalle St. Investment Advisors LLC24,683$922K0.3%N/A1.007%
2/13/2025 Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/13/2025 Certior Financial Group LLC9,516$356K0.3%N/A0.388%
2/13/2025 Envestnet Asset Management Inc.271,898$10.16M0.0%+2.5%11.098%
2/12/2025 Orion Portfolio Solutions LLC37,637$1.41M0.0%-0.9%1.536%
2/11/2025 LPL Financial LLC301,200$11.26M0.0%-2.1%12.294%
2/10/2025 Envestnet Portfolio Solutions Inc.22,769$851K0.0%+15.7%0.929%
2/6/2025 Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/5/2025 Private Trust Co. NA812$30K0.0%+254.6%0.033%
2/5/2025 Oppenheimer & Co. Inc.6,398$239K0.0%-5.2%0.261%
2/5/2025 Kovack Advisors Inc.7,775$291K0.0%-8.5%0.317%
2/4/2025 Bank of New York Mellon Corp10,856$406K0.0%+13.7%0.443%
2/3/2025 Concurrent Investment Advisors LLC35,011$1.31M0.0%+2.3%1.429%
1/31/2025 Atria Wealth Solutions Inc.11,171$417K0.0%-69.4%0.456%
1/31/2025 J.W. Cole Advisors Inc.15,545$581K0.0%+3.8%0.634%
1/30/2025 Principal Securities Inc.13,839$517K0.0%+3.1%0.565%
1/27/2025 Financial Advocates Investment Management18,698$699K0.0%-5.2%0.763%
1/24/2025 Golden State Equity Partners99,579$3.72M0.7%-32.1%4.064%
11/18/2024 Asset Allocation Strategies LLC5,284$202K0.1%N/A0.216%
11/15/2024 Orion Portfolio Solutions LLC37,982$1.45M0.0%-4.0%1.550%
11/15/2024 HighTower Advisors LLC7,140$271K0.0%+23.7%0.291%
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11/15/2024 Benjamin Edwards Inc.26,439$1.01M0.0%N/A1.079%
11/6/2024 Kovack Advisors Inc.8,500$325K0.0%-8.5%0.347%
10/31/2024 Concurrent Investment Advisors LLC34,217$1.31M0.0%+217.0%1.397%
10/25/2024 Financial Advocates Investment Management19,729$754K0.0%-5.0%0.805%
10/25/2024 Golden State Equity Partners116,608$4.45M1.0%-10.8%4.760%
10/24/2024 J.W. Cole Advisors Inc.14,980$573K0.0%+15.0%0.611%
10/11/2024 Iams Wealth Management LLC6,894$264K0.1%+4.9%0.281%
8/22/2024 Cetera Investment Advisers182,504$6.46M0.0%+1.8%7.449%
8/21/2024 Truist Financial Corp28,158$997K0.0%-3.7%1.149%
8/13/2024Benjamin F. Edwards & Company Inc.26,282$931K0.0%+7.9%1.073%
8/8/2024 J.W. Cole Advisors Inc.13,031$461K0.0%+33.9%0.532%
8/8/2024 Envestnet Asset Management Inc.267,669$9.48M0.0%+0.8%10.925%
8/2/2024 Belpointe Asset Management LLC33,691$1.19M0.1%-8.5%1.375%
7/31/2024 Concurrent Investment Advisors LLC10,794$382K0.0%N/A0.441%
7/30/2024 Golden State Equity Partners130,733$4.62M1.0%N/A5.336%
7/29/2024 Financial Advocates Investment Management20,762$735K0.0%-7.0%0.847%
7/26/2024 Cambridge Investment Research Advisors Inc.297,429$10.53M0.0%-18.1%12.140%
7/26/2024 Bank of New York Mellon Corp8,818$312K0.0%+12.1%0.360%
7/22/2024 Atria Wealth Solutions Inc.39,911$1.41M0.0%+2.0%1.629%
7/16/2024 Envestnet Portfolio Solutions Inc.23,387$828K0.0%+3.5%0.955%
5/24/2024Cetera Advisors LLC27,830$996K0.0%+27.9%1.136%
5/24/2024 Cetera Investment Advisers179,300$6.42M0.0%+75.4%7.318%
5/9/2024 Orion Portfolio Solutions LLC40,065$1.43M0.0%-7.9%1.635%
5/8/2024 Avantax Advisory Services Inc.66,531$2.38M0.0%+7.7%2.716%
5/6/2024 Envestnet Portfolio Solutions Inc.22,607$809K0.0%+19.8%0.923%
4/30/2024 J.W. Cole Advisors Inc.9,731$348K0.0%N/A0.397%
4/25/2024 Cambridge Investment Research Advisors Inc.363,173$13.00M0.1%+43.5%14.823%
4/18/2024 Iams Wealth Management LLC7,299$256K0.2%-9.1%0.252%
2/9/2024 Orion Portfolio Solutions LLC43,480$1.46M0.0%-4.0%1.499%
2/9/2024 Cambridge Investment Research Advisors Inc.253,105$8.49M0.0%-3.3%8.728%
2/8/2024 Financial Advocates Investment Management24,594$825K0.1%-2.8%0.848%
2/7/2024 Avantax Advisory Services Inc.61,783$2.07M0.0%+6.5%2.130%
2/7/2024 Envestnet Portfolio Solutions Inc.18,871$633K0.0%+8.1%0.651%
2/7/2024 Iams Wealth Management LLC8,031$269K0.2%N/A0.277%
2/7/2024 Principal Securities Inc.10,659$358K0.0%N/A0.368%
2/6/2024 Private Advisor Group LLC8,590$288K0.0%-25.7%0.296%
2/6/2024Benjamin F. Edwards & Company Inc.24,378$818K0.0%+4.1%0.841%
2/2/2024 Golden State Equity Partners143,471$4.81M1.2%-10.7%4.947%
2/2/2024 Truist Financial Corp198,669$6.67M0.0%-3.6%6.851%
2/2/2024 Kovack Advisors Inc.9,650$324K0.0%-15.0%0.333%
2/2/2024 Atria Wealth Solutions Inc.60,840$2.04M0.0%-3.0%2.098%
1/25/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/24/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/16/2024Raymond James & Associates15,389$516K0.0%-8.0%0.531%
1/12/2024 Advisor Resource Council7,120$239K0.0%N/A0.246%
11/16/2023 Belpointe Asset Management LLC39,039$1.22M0.1%-10.4%1.346%
11/13/2023 LPL Financial LLC460,646$14.35M0.0%-20.9%15.884%
11/13/2023 Envestnet Asset Management Inc.274,003$8.54M0.0%-2.0%9.448%
11/13/2023 Envestnet Portfolio Solutions Inc.17,450$544K0.0%N/A0.602%
11/13/2023 Kestra Advisory Services LLC74,056$2.31M0.0%+25.8%2.554%
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11/8/2023 Atria Wealth Solutions Inc.62,710$1.95M0.0%-6.0%2.162%
11/8/2023 Avantax Advisory Services Inc.58,030$1.81M0.0%+21.3%2.001%
11/4/2023 NBC Securities Inc.1,014$31K0.0%N/A0.035%
11/1/2023 Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023 Financial Advocates Investment Management25,309$788K0.1%-3.8%0.873%
10/24/2023Raymond James & Associates16,719$521K0.0%-12.5%0.577%
10/24/2023 Cambridge Investment Research Advisors Inc.261,695$8.15M0.0%-21.0%9.024%
10/23/2023 Commonwealth Equity Services LLC18,793$585K0.0%-19.9%0.648%
10/20/2023 Golden State Equity Partners160,699$5.04M1.4%+9.8%5.541%
10/12/2023 IFP Advisors Inc9,338$291K0.0%+61.1%0.322%
(Data available from 1/1/2016 forward)

HUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HUSV shares?

During the previous two years, 43 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Domestic ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($22.11M), LPL Financial LLC ($14.44M), Envestnet Asset Management Inc. ($12.49M), Cetera Investment Advisers ($7.52M), Golden State Wealth Management LLC ($7.40M), Golden State Equity Partners ($3.54M), and Cetera Advisor Networks LLC ($2.91M).Learn more on HUSV's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Domestic ETF stock?

Of the 32 institutional investors that purchased First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Golden State Equity Partners ($214.41K), Cambridge Investment Research Advisors Inc. ($118.50K), Cetera Investment Advisers ($93.05K), LPL Financial LLC ($82.37K), Envestnet Asset Management Inc. ($47.55K), International Assets Investment Management LLC ($44.90K), and Concurrent Investment Advisors LLC ($35.01K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Domestic ETF?

Institutional investors have bought a total of 920,476 shares in the last 24 months. This purchase volume represents approximately $32.87M in transactions.

Which First Trust Horizon Managed Volatility Domestic ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($163.13K), LPL Financial LLC ($128.10K), Golden State Equity Partners ($89.26K), Atria Wealth Solutions Inc. ($31.94K), Envestnet Asset Management Inc. ($14.54K), Belpointe Asset Management LLC ($13.65K), and Cetera Investment Advisers ($13.43K).

How much institutional selling is happening at First Trust Horizon Managed Volatility Domestic ETF?

Institutional investors have sold a total of 521,373 shares in the last 24 months. This volume of shares sold represents approximately $17.89M in transactions.



This page (NYSEARCA:HUSV) was last updated on 5/24/2025 by MarketBeat.com Staff
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