Q1 2022 13F Holders as of 3/31/2022
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Type / Class
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Equity / First Trust Horizon Managed Volatility Small/Mid ETF
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Shares outstanding
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752K
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Number of holders
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10
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Total 13F shares, excl. options
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453K
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Shares change
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+54.2K
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Total reported value, excl. options
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$15M
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Value change
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+$1.8M
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Number of buys
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5
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Number of sells
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-2
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Price
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$33.21
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q1 2022
10 filings reported holding HSMV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2022.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 453K shares
of 752K outstanding shares and own 60.24% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (163K shares), Cambridge Investment Research Advisors, Inc. (156K shares), Orion Portfolio Solutions, LLC (43.5K shares), Tower Research Capital LLC (TRC) (41.6K shares), CITADEL ADVISORS LLC (35.2K shares), AVANTAX ADVISORY SERVICES, INC. (8.75K shares), UBS Group AG (2.64K shares), ADVISOR GROUP HOLDINGS, INC. (1.27K shares), IFP Advisors, Inc (600 shares), and Holloway Wealth Management, LLC (286 shares).
This table shows the top 10 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.