FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

Historical Holders from Q2 2020 to Q3 2025

Symbol
HSMV
CUSIP
33741Y100
Type / Class
Equity / First Trust Horizon Managed Volatility Small/Mid ETF
Shares outstanding
752K
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
876K
Holdings value
$31.9M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
17
Number of buys
9
Number of sells
-5
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 17.2% -22.3% $4.68M -$114K 129K -2.38% Bank of New York Mellon Corp Sep 30, 2025

Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 876K $31.9M +$5.93M $36.37 17
2025 Q2 723K $25.9M -$245K $35.85 17
2025 Q1 763K $27.5M -$26K $36.01 19
2024 Q4 732K $26.1M -$89.5K $35.81 17
2024 Q3 726K $26.6M +$1.37M $36.63 18
2024 Q2 689K $23M +$148K $33.37 15
2024 Q1 684K $23.2M +$379K $33.95 17
2023 Q4 676K $21.7M -$1.61M $32.10 16
2023 Q3 721K $21.2M -$241K $29.46 16
2023 Q2 712K $22M +$35.9K $30.96 15
2023 Q1 710K $21.9M +$3.25M $30.85 14
2022 Q4 606K $18.8M +$4.7M $31.03 14
2022 Q3 454K $12.7M +$2.61K $28.08 9
2022 Q2 453K $13.5M +$42K $29.69 9
2022 Q1 453K $15M +$1.8M $33.21 10
2021 Q4 397K $13.8M +$203K $34.71 8
2021 Q3 391K $12.5M -$272K $31.97 8
2021 Q2 400K $12.9M +$692K $32.36 8
2021 Q1 378K $11.9M -$1.8M $31.37 8
2020 Q4 436K $12.3M -$1.45M $28.28 8
2020 Q3 498K $12M -$2.87M $24.25 8
2020 Q2 616K $14.9M +$14.9M $24.19 5