Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / First Trust Horizon Managed Volatility Domestic ETF
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Shares outstanding
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2.39M
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Number of holders
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34
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Total 13F shares, excl. options
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1.55M
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Shares change
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-300K
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Total reported value, excl. options
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$55.4M
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Value change
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-$10.4M
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Number of buys
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16
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Number of sells
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-23
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Price
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$35.78
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q1 2024
42 filings reported holding HUSV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF as of Q1 2024.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.55M shares
of 2.39M outstanding shares and own 64.69% of the company stock.
Largest 10 shareholders include Cambridge Investment Research Advisors, Inc. (363K shares), ENVESTNET ASSET MANAGEMENT INC (265K shares), LPL Financial LLC (261K shares), Cetera Investment Advisers (179K shares), AVANTAX ADVISORY SERVICES, INC. (66.5K shares), Orion Portfolio Solutions, LLC (40.1K shares), Orion Porfolio Solutions, LLC (40.1K shares), Atria Wealth Solutions, Inc. (39.1K shares), Belpointe Asset Management LLC (36.8K shares), and Royal Bank of Canada (33K shares).
This table shows the top 34 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.