Q1 2025 13F Holders as of 3/31/2025
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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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19
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Total 13F shares, excl. options
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763K
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Shares change
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-707
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Total reported value, excl. options
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$27.5M
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Value change
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-$26K
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Number of buys
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10
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Number of sells
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-8
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Price
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$36.01
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q1 2025
21 filings reported holding HSMV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2025.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) has 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 763K shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (184K shares), Cetera Investment Advisers (147K shares), Cambridge Investment Research Advisors, Inc. (139K shares), LPL Financial LLC (133K shares), Orion Portfolio Solutions, LLC (33.1K shares), Orion Porfolio Solutions, LLC (33.1K shares), Tower Research Capital LLC (TRC) (26.5K shares), Envestnet Portfolio Solutions, Inc. (17.4K shares), PRINCIPAL SECURITIES, INC. (12.1K shares), and AVANTAX ADVISORY SERVICES, INC. (9.7K shares).
This table shows the top 19 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.