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

$38.93 +0.08 (+0.21%)
As of 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)
20
Total
Institutional Inflows
(last 12 months)
$15.34M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$16.74M
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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
5/5/2026Bank of New York Mellon Corp422,253$16.19M0.0%+6.3%22.824%
4/28/2026 Ascentis Independent Advisors35,644$1.37M0.1%-9.9%1.927%
4/23/2026 Asset Allocation Strategies LLC79,465$3.05M0.5%+13.3%4.295%
4/20/2026 RFG Advisory LLC43,941$1.69M0.0%N/A2.375%
2/17/2026Cetera Investment Advisers124,865$4.83M0.0%+15.1%6.749%
2/17/2026Osaic Holdings Inc.11,919$461K0.0%+44.4%0.644%
2/16/2026Arax Advisory Partners869$34K0.0%N/A0.047%
2/13/2026 Kestra Advisory Services LLC5,839$226K0.0%-14.7%0.316%
2/13/2026Smartleaf Asset Management LLC2,862$112K0.0%N/A0.155%
2/13/2026 Golden State Wealth Management LLC179,983$6.96M0.7%+1.9%9.729%
2/13/2026 Asset Allocation Strategies LLC70,135$2.71M0.5%+4.0%3.791%
2/11/2026LPL Financial LLC294,634$11.40M0.0%+18.1%15.926%
2/10/2026Goldman Sachs Group Inc.10,229$396K0.0%N/A0.553%
2/9/2026 Prospera Financial Services Inc5,310$205K0.0%-16.2%0.287%
2/6/2026Kingdom Financial Group LLC.5,687$220K0.1%N/A0.307%
2/6/2026HighTower Advisors LLC9,451$366K0.0%+14.1%0.511%
2/2/2026 Truist Financial Corp22,184$858K0.0%-10.6%0.986%
2/2/2026Benjamin Edwards Inc.61,118$2.37M0.0%+7.3%2.716%
1/29/2026 Golden State Equity Partners39,556$1.54M0.2%-55.4%1.758%
1/27/2026 Belpointe Asset Management LLC27,020$1.05M0.0%-1.8%1.201%
1/21/2026Capital Investment Advisory Services LLC5,724$221K0.0%N/A0.254%
12/2/2025 IFP Advisors Inc634$25K0.0%-64.7%0.026%
11/17/2025Susquehanna International Group LLP35,327$1.41M0.0%-26.0%1.472%
11/14/2025Raymond James Financial Inc.16,635$663K0.0%+10.0%0.693%
11/14/2025Two Sigma Investments LP8,700$347K0.0%-24.3%0.363%
11/13/2025Intrepid Financial Planning Group LLC39,340$1.57M0.6%-2.0%1.639%
11/12/2025Orion Porfolio Solutions LLC5,025$200K0.0%N/A0.209%
11/10/2025Kovack Advisors Inc.5,850$233K0.0%-6.4%0.244%
11/5/2025 J.W. Cole Advisors Inc.15,985$637K0.0%+1.9%0.666%
11/5/2025 Envestnet Asset Management Inc.175,907$7.01M0.0%+17.5%7.329%
11/3/2025 Truist Financial Corp24,801$988K0.0%-4.1%1.033%
10/23/2025Benjamin Edwards Inc.56,975$2.27M0.0%+23.5%2.374%
10/21/2025 Golden State Equity Partners88,673$3.53M0.6%+9.8%3.695%
10/8/2025 Asset Allocation Strategies LLC67,431$2.69M0.5%+14.1%2.810%
9/4/2025Osaic Holdings Inc.6,300$252K0.0%+60.3%0.300%
8/15/2025 Asset Allocation Strategies LLC59,099$2.36M0.5%+13.1%2.814%
8/15/2025Benjamin Edwards Inc.46,136$1.84M0.0%+43.7%2.197%
8/14/2025Raymond James Financial Inc.15,116$604K0.0%+7.0%0.720%
8/12/2025 J.W. Cole Advisors Inc.15,690$627K0.0%+3.9%0.747%
8/12/2025Financial Advocates Investment Management17,947$717K0.1%-2.1%0.855%
8/11/2025Intrepid Financial Planning Group LLC40,153$1.60M0.7%+110.8%1.912%
8/11/2025 United Advisor Group LLC6,685$267K0.0%-7.6%0.318%
8/8/2025Avantax Advisory Services Inc.56,960$2.27M0.0%-14.9%2.712%
8/8/2025Cetera Investment Advisers60,228$2.41M0.0%-67.8%2.868%
8/6/2025 Prospera Financial Services Inc6,396$255K0.0%-26.5%0.305%
8/6/2025 Golden State Wealth Management LLC181,443$7.25M0.9%-1.5%8.640%
8/4/2025Kovack Advisors Inc.6,250$250K0.0%-10.7%0.298%
8/1/2025 Envestnet Asset Management Inc.149,732$5.98M0.0%-51.8%7.130%
7/25/2025 Concurrent Investment Advisors LLC20,241$808K0.0%-40.3%0.964%
7/24/2025 IFP Advisors Inc1,795$72K0.0%-46.3%0.085%
7/22/2025 Belpointe Asset Management LLC27,374$1.09M0.0%-1.1%1.244%
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%
4/23/2025Golden 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%
1/24/2025Golden State Equity Partners99,579$3.72M0.7%-32.1%4.064%
11/18/2024Asset Allocation Strategies LLC5,284$202K0.1%N/A0.216%
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%
10/25/2024Golden 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%
10/11/2024Iams Wealth Management LLC6,894$264K0.1%+4.9%0.281%


HUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HUSV shares?

During the previous two years, 47 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), Bank of New York Mellon Corp ($16.19M), LPL Financial LLC ($11.40M), Envestnet Asset Management Inc. ($7.01M), Golden State Wealth Management LLC ($6.96M), Cetera Investment Advisers ($4.83M), and Asset Allocation Strategies LLC ($3.05M).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 ($138.66K), Cetera Investment Advisers ($109.41K), LPL Financial LLC ($103.20K), Envestnet Asset Management Inc. ($73.72K), Benjamin Edwards Inc. ($61.12K), RFG Advisory LLC ($43.94K), and Goldman Sachs Group Inc. ($38.32K).

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

Institutional investors have bought a total of 389,796 shares in the last 24 months. This purchase volume represents approximately $15.34M in transactions.

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

Of the 19 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: Envestnet Asset Management Inc. ($160.92K), Cetera Investment Advisers ($135.72K), Golden State Equity Partners ($57.15K), Concurrent Investment Advisors LLC ($13.64K), Susquehanna International Group LLP ($12.43K), Avantax Advisory Services Inc. ($9.94K), and Belpointe Asset Management LLC ($6.80K).

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

Institutional investors have sold a total of 421,119 shares in the last 24 months. This volume of shares sold represents approximately $16.74M in transactions.



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