Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / First Trust Horizon Managed Volatility Small/Mid ETF
-
Shares outstanding
-
752K
-
Number of holders
-
17
-
Total 13F shares, excl. options
-
732K
-
Shares change
-
-1.96K
-
Total reported value, excl. options
-
$26.1M
-
Value change
-
-$89.5K
-
Number of buys
-
9
-
Number of sells
-
-6
-
Price
-
$35.81
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2024
19 filings reported holding HSMV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF as of Q4 2024.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 732K shares
of 752K outstanding shares and own 97.34% of the company stock.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (181K shares), Cetera Investment Advisers (147K shares), Cambridge Investment Research Advisors, Inc. (135K shares), LPL Financial LLC (127K shares), Tower Research Capital LLC (TRC) (35K shares), Orion Portfolio Solutions, LLC (33.3K shares), Orion Porfolio Solutions, LLC (33.3K shares), Envestnet Portfolio Solutions, Inc. (18.3K shares), PRINCIPAL SECURITIES, INC. (12.1K shares), and Atria Wealth Solutions, Inc. (9.77K shares).
This table shows the top 17 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.