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

$39.67 +0.04 (+0.10%)
As of 07/18/2025 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)
22
Total
Institutional Inflows
(last 12 months)
$17.09M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.97M
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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
7/14/2025 Golden State Equity Partners80,750$3.22M0.6%-9.1%3.670%
6/27/2025Goldman Sachs Group Inc.14,046$565K0.0%N/A0.624%
5/20/2025Belpointe Asset Management LLC27,688$1.11M0.1%-17.8%1.086%
5/16/2025Goldman Sachs Group Inc.14,046$565K0.0%N/A0.551%
5/13/2025Intrepid Financial Planning Group LLC19,045$765K0.4%+249.4%0.747%
5/12/2025Benjamin Edwards Inc.32,116$1.29M0.0%+13.9%1.259%
5/9/2025Atria Wealth Solutions Inc.10,431$419K0.0%-6.6%0.409%
5/7/2025LPL Financial LLC359,301$14.44M0.0%+19.3%14.090%
5/6/2025Cetera Investment Advisers187,175$7.52M0.0%-4.5%7.340%
5/6/2025Kovack Advisors Inc.7,000$281K0.0%-10.0%0.275%
5/5/2025Kestra Private Wealth Services LLC10,176$409K0.0%-48.4%0.399%
4/29/2025Envestnet Asset Management Inc.310,647$12.49M0.0%+14.3%12.182%
4/29/2025Concurrent Investment Advisors LLC33,883$1.36M0.0%-3.2%1.329%
4/28/2025Private Trust Co. NA1,326$53K0.0%+63.3%0.052%
4/24/2025Golden 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%
4/22/2025Cambridge Investment Research Advisors Inc.550,074$22.11M0.1%-3.4%21.572%
4/21/2025Envestnet Portfolio Solutions Inc.22,172$891K0.0%-2.6%0.869%
2/18/2025Breakthru Advisory Services LLC6,870$257K0.2%N/A0.280%
2/17/2025Cetera Investment Advisers195,945$7.32M0.0%+7.0%7.998%
2/17/2025Benjamin Edwards Inc.28,186$1.05M0.0%+6.6%1.150%
2/13/2025LaSalle St. Investment Advisors LLC24,683$922K0.3%N/A1.007%
2/13/2025Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/13/2025Certior Financial Group LLC9,516$356K0.3%N/A0.388%
2/13/2025Envestnet Asset Management Inc.271,898$10.16M0.0%+2.5%11.098%
2/12/2025Orion Portfolio Solutions LLC37,637$1.41M0.0%-0.9%1.536%
2/11/2025LPL Financial LLC301,200$11.26M0.0%-2.1%12.294%
2/10/2025Envestnet Portfolio Solutions Inc.22,769$851K0.0%+15.7%0.929%
2/6/2025Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/5/2025Private Trust Co. NA812$30K0.0%+254.6%0.033%
2/5/2025Oppenheimer & Co. Inc.6,398$239K0.0%-5.2%0.261%
2/5/2025Kovack Advisors Inc.7,775$291K0.0%-8.5%0.317%
2/4/2025Bank of New York Mellon Corp10,856$406K0.0%+13.7%0.443%
2/3/2025Concurrent Investment Advisors LLC35,011$1.31M0.0%+2.3%1.429%
1/31/2025Atria Wealth Solutions Inc.11,171$417K0.0%-69.4%0.456%
1/31/2025J.W. Cole Advisors Inc.15,545$581K0.0%+3.8%0.634%
1/30/2025Principal Securities Inc.13,839$517K0.0%+3.1%0.565%
1/27/2025Financial 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%
11/18/2024Asset Allocation Strategies LLC5,284$202K0.1%N/A0.216%
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11/15/2024Orion Portfolio Solutions LLC37,982$1.45M0.0%-4.0%1.550%
11/15/2024HighTower Advisors LLC7,140$271K0.0%+23.7%0.291%
11/15/2024Benjamin Edwards Inc.26,439$1.01M0.0%N/A1.079%
11/6/2024Kovack Advisors Inc.8,500$325K0.0%-8.5%0.347%
10/31/2024Concurrent Investment Advisors LLC34,217$1.31M0.0%+217.0%1.397%
10/25/2024Financial 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%
10/24/2024J.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%
8/22/2024Cetera Investment Advisers182,504$6.46M0.0%+1.8%7.449%
8/21/2024Truist Financial Corp28,158$997K0.0%-3.7%1.149%
8/13/2024Benjamin F. Edwards & Company Inc.26,282$931K0.0%+7.9%1.073%
8/8/2024J.W. Cole Advisors Inc.13,031$461K0.0%+33.9%0.532%
8/8/2024Envestnet Asset Management Inc.267,669$9.48M0.0%+0.8%10.925%
8/2/2024Belpointe Asset Management LLC33,691$1.19M0.1%-8.5%1.375%
7/31/2024Concurrent Investment Advisors LLC10,794$382K0.0%N/A0.441%
7/30/2024 Golden State Equity Partners130,733$4.62M1.0%N/A5.336%
7/29/2024Financial Advocates Investment Management20,762$735K0.0%-7.0%0.847%
7/26/2024Cambridge Investment Research Advisors Inc.297,429$10.53M0.0%-18.1%12.140%
7/26/2024Bank of New York Mellon Corp8,818$312K0.0%+12.1%0.360%
7/22/2024Atria Wealth Solutions Inc.39,911$1.41M0.0%+2.0%1.629%
7/16/2024Envestnet Portfolio Solutions Inc.23,387$828K0.0%+3.5%0.955%
5/24/2024Cetera Advisors LLC27,830$996K0.0%+27.9%1.136%
5/24/2024Cetera Investment Advisers179,300$6.42M0.0%+75.4%7.318%
5/9/2024Orion Portfolio Solutions LLC40,065$1.43M0.0%-7.9%1.635%
5/8/2024Avantax Advisory Services Inc.66,531$2.38M0.0%+7.7%2.716%
5/6/2024Envestnet Portfolio Solutions Inc.22,607$809K0.0%+19.8%0.923%
4/30/2024J.W. Cole Advisors Inc.9,731$348K0.0%N/A0.397%
4/25/2024Cambridge 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%
2/9/2024Orion Portfolio Solutions LLC43,480$1.46M0.0%-4.0%1.499%
2/9/2024Cambridge Investment Research Advisors Inc.253,105$8.49M0.0%-3.3%8.728%
2/8/2024Financial Advocates Investment Management24,594$825K0.1%-2.8%0.848%
2/7/2024Avantax Advisory Services Inc.61,783$2.07M0.0%+6.5%2.130%
2/7/2024Envestnet Portfolio Solutions Inc.18,871$633K0.0%+8.1%0.651%
2/7/2024 Iams Wealth Management LLC8,031$269K0.2%N/A0.277%
2/7/2024Principal Securities Inc.10,659$358K0.0%N/A0.368%
2/6/2024Private 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%
2/2/2024Truist Financial Corp198,669$6.67M0.0%-3.6%6.851%
2/2/2024Kovack Advisors Inc.9,650$324K0.0%-15.0%0.333%
2/2/2024Atria Wealth Solutions Inc.60,840$2.04M0.0%-3.0%2.098%
1/25/2024International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/24/2024International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/16/2024Raymond James & Associates15,389$516K0.0%-8.0%0.531%
1/12/2024Advisor Resource Council7,120$239K0.0%N/A0.246%
11/16/2023Belpointe Asset Management LLC39,039$1.22M0.1%-10.4%1.346%
11/13/2023LPL Financial LLC460,646$14.35M0.0%-20.9%15.884%
11/13/2023Envestnet Asset Management Inc.274,003$8.54M0.0%-2.0%9.448%
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11/13/2023Envestnet Portfolio Solutions Inc.17,450$544K0.0%N/A0.602%
11/13/2023Kestra Advisory Services LLC74,056$2.31M0.0%+25.8%2.554%
11/8/2023Atria Wealth Solutions Inc.62,710$1.95M0.0%-6.0%2.162%
11/8/2023Avantax 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%
11/1/2023Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023Financial Advocates Investment Management25,309$788K0.1%-3.8%0.873%
10/24/2023Raymond James & Associates16,719$521K0.0%-12.5%0.577%
10/24/2023Cambridge Investment Research Advisors Inc.261,695$8.15M0.0%-21.0%9.024%
10/23/2023Commonwealth Equity Services LLC18,793$585K0.0%-19.9%0.648%
(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 ($3.22M), and Cetera Advisor Networks LLC ($2.91M).Learn more on First Trust Horizon Managed Volatility Domestic ETF's institutional investors.

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

Of the 32 institutional investors that purchased First Trust Horizon Managed Volatility Domestic ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Golden State Equity Partners ($145.09K), Cambridge Investment Research Advisors Inc. ($110.07K), 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 453,311 shares in the last 24 months. This purchase volume represents approximately $17.09M in transactions.

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

Of the 15 institutional investors that sold First Trust Horizon Managed Volatility Domestic ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($85.09K), Golden State Equity Partners ($80.07K), Atria Wealth Solutions Inc. ($26.04K), Kestra Private Wealth Services LLC ($9.53K), Belpointe Asset Management LLC ($9.12K), Cetera Investment Advisers ($8.77K), and LPL Financial LLC ($6.53K).

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

Institutional investors have sold a total of 238,415 shares in the last 24 months. This volume of shares sold represents approximately $8.97M in transactions.



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