Q2 2024 13F Holders as of 6/30/2024
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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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15
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Total 13F shares, excl. options
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689K
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Shares change
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+4.44K
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Total reported value, excl. options
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$23M
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Value change
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+$148K
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Number of buys
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8
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Number of sells
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-7
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Price
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$33.37
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2024
18 filings reported holding HSMV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2024.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 689K shares
of 752K outstanding shares and own 91.62% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (181K shares), Cetera Investment Advisers (148K shares), Cambridge Investment Research Advisors, Inc. (141K shares), LPL Financial LLC (112K shares), Orion Porfolio Solutions, LLC (34.9K shares), Orion Portfolio Solutions, LLC (34.9K shares), Envestnet Portfolio Solutions, Inc. (19.4K shares), PRINCIPAL SECURITIES, INC. (11.2K shares), Atria Wealth Solutions, Inc. (10.9K shares), and AVANTAX ADVISORY SERVICES, INC. (9.21K shares).
This table shows the top 15 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.