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First Trust Horizon Managed Volatility Developed International ETF (HDMV) Institutional Ownership

$31.30
-0.32 (-1.01%)
(As of 09/6/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Developed International ETF (NYSEARCA:HDMV)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$7.58M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.25M
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HDMV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Developed International ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2024 Cetera Investment Advisers164,459$4.67M0.0%+0.7%14.301%
8/21/2024 Truist Financial Corp7,144$203K0.0%-25.2%0.621%
8/8/2024 Envestnet Asset Management Inc.204,296$5.80M0.0%+1.8%17.765%
7/30/2024 Golden State Equity Partners101,528$2.88M0.6%N/A8.829%
7/26/2024 Harbour Investments Inc.5,343$152K0.0%-34.0%0.465%
7/26/2024 Cambridge Investment Research Advisors Inc.167,010$4.74M0.0%+3.6%14.523%
7/26/2024 Bank of New York Mellon Corp8,628$245K0.0%+24.4%0.750%
7/19/2024 Raymond James & Associates47,182$1.34M0.0%-7.4%4.103%
7/16/2024 Envestnet Portfolio Solutions Inc.22,067$627K0.0%+2.6%1.919%
5/24/2024Cetera Advisors LLC24,291$711K0.0%+30.8%2.112%
5/24/2024 Cetera Investment Advisers163,283$4.78M0.0%+71.3%14.199%
5/9/2024 Orion Portfolio Solutions LLC38,394$1.12M0.0%-7.9%3.339%
5/8/2024 Avantax Advisory Services Inc.28,259$827K0.0%+5.9%2.457%
5/6/2024 Envestnet Portfolio Solutions Inc.21,500$629K0.0%+4.1%1.870%
4/25/2024 Cambridge Investment Research Advisors Inc.161,163$4.72M0.0%-1.0%14.014%
2/9/2024 Orion Portfolio Solutions LLC41,689$1.21M0.0%-3.0%2.978%
2/9/2024 Cambridge Investment Research Advisors Inc.162,754$4.69M0.0%-3.2%11.625%
2/9/2024Gladstone Institutional Advisory LLC12,869$371K0.0%-6.1%0.919%
2/7/2024 Avantax Advisory Services Inc.26,694$770K0.0%+129.9%1.907%
2/7/2024 Envestnet Portfolio Solutions Inc.20,649$595K0.0%+7.0%1.475%
2/7/2024 Principal Securities Inc.10,776$311K0.0%N/A0.770%
2/2/2024 Golden State Equity Partners170,172$4.86M1.2%-7.3%12.155%
2/2/2024 Atria Wealth Solutions Inc.9,733$281K0.0%+19.7%0.695%
1/29/2024Moneywise Inc.11,644$336K0.2%-3.9%0.832%
1/24/2024 International Assets Investment Management LLC1,124$32K0.0%N/A0.080%
1/16/2024 Raymond James & Associates48,904$1.41M0.0%+5.7%3.493%
11/16/2023 Harbour Investments Inc.20,502$553K0.0%-32.8%1.464%
11/13/2023 LPL Financial LLC148,219$4.00M0.0%-3.1%10.587%
11/13/2023 Envestnet Asset Management Inc.199,012$5.37M0.0%-5.9%14.215%
11/13/2023 Envestnet Portfolio Solutions Inc.19,292$520K0.0%N/A1.378%
11/8/2023 Avantax Advisory Services Inc.11,612$313K0.0%+5.4%0.829%
11/6/2023 Sigma Planning Corp98,648$2.66M0.1%-1.6%7.046%
11/1/2023 Orion Portfolio Solutions LLC42,974$1.16M0.0%-3.7%3.070%
10/24/2023 Raymond James & Associates46,282$1.25M0.0%-2.1%3.306%
10/24/2023 Cambridge Investment Research Advisors Inc.168,101$4.53M0.0%-23.5%12.007%
10/20/2023 Golden State Equity Partners183,593$4.94M1.4%+13.3%13.114%
10/12/2023 HBW Advisory Services LLC1,658$45K0.0%N/A0.118%
8/10/2023Cetera Advisors LLC16,331$465K0.0%-20.0%1.167%
8/10/2023Cetera Advisor Networks LLC49,114$1.40M0.0%-15.8%3.508%
8/10/2023 Cetera Investment Advisers94,097$2.68M0.0%-5.1%6.721%
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8/4/2023 Envestnet Asset Management Inc.211,417$6.03M0.0%-12.1%15.101%
8/3/2023 Atria Wealth Solutions Inc.7,983$228K0.0%-22.2%0.570%
8/2/2023 Sigma Planning Corp100,233$2.86M0.1%+129.9%7.160%
8/1/2023 Truist Financial Corp11,118$317K0.0%-50.4%0.794%
7/31/2023 LPL Financial LLC153,001$4.36M0.0%-4.8%10.929%
7/25/2023 Raymond James & Associates47,271$1.35M0.0%+217.7%3.377%
7/19/2023 Golden State Equity Partners162,088$4.62M1.3%+103.1%11.578%
7/13/2023 Cambridge Investment Research Advisors Inc.219,777$6.26M0.0%-5.5%15.698%
6/1/2023 Golden State Equity Partners79,794$2.25M1.2%N/A5.700%
5/11/2023 Cambridge Investment Research Advisors Inc.232,643$6.63M0.0%-6.2%16.617%
5/10/2023 LPL Financial LLC160,714$4.58M0.0%-3.3%11.480%
5/8/2023 Sigma Planning Corp43,602$1.24M0.0%N/A3.114%
5/5/2023 Truist Financial Corp22,408$638K0.0%-11.3%1.601%
4/28/2023 Avantax Advisory Services Inc.12,150$346K0.0%+10.2%0.868%
4/11/2023Mutual Advisors LLC7,181$205K0.0%-10.0%0.513%
2/8/2023 Belpointe Asset Management LLC1,759$48K0.0%-74.5%0.126%
2/8/2023 Cambridge Investment Research Advisors Inc.248,129$6.74M0.0%+3.2%17.724%
2/7/2023 LPL Financial LLC166,220$4.52M0.0%+1.7%11.873%
2/7/2023 Envestnet Asset Management Inc.247,958$6.74M0.0%-0.3%17.711%
2/1/2023Gladstone Institutional Advisory LLC12,988$353K0.0%-56.1%0.928%
1/30/2023Moneywise Inc.11,833$321K0.2%-21.8%0.845%
1/12/2023Mutual Advisors LLC7,976$217K0.0%-15.2%0.550%
1/12/2023 OneAscent Financial Services LLC7,393$201K0.1%N/A0.510%
11/15/2022 Belpointe Asset Management LLC6,908$169K0.0%-72.4%0.476%
11/14/2022 OLD Mission Capital LLC12,026$295K0.0%-92.6%0.829%
11/10/2022 Envestnet Asset Management Inc.248,737$6.10M0.0%+5.2%17.154%
11/9/2022 Orion Portfolio Solutions LLC44,853$1.10M0.0%-1.6%3.093%
11/2/2022 Avantax Advisory Services Inc.9,310$228K0.0%-6.8%0.642%
10/26/2022 Truist Financial Corp25,282$620K0.0%-2.3%1.744%
10/25/2022 Raymond James & Associates14,880$365K0.0%-6.3%1.026%
10/20/2022Gladstone Institutional Advisory LLC29,618$727K0.1%+4.9%2.043%
10/17/2022 Cambridge Investment Research Advisors Inc.240,323$5.90M0.0%-1.8%16.574%
10/5/2022 HBW Advisory Services LLC2,108$52K0.0%N/A0.145%
8/11/2022 Cetera Investment Advisers7,240$201K0.0%-60.3%0.453%
8/5/2022 OLD Mission Capital LLC162,026$4.50M0.1%+518.5%10.127%
8/3/2022 Envestnet Asset Management Inc.236,361$6.57M0.0%-48.3%14.773%
8/2/2022 Belpointe Asset Management LLC25,063$696K0.0%+10.5%1.566%
8/2/2022 Avantax Advisory Services Inc.9,986$277K0.0%-56.9%0.624%
8/2/2022Moneywise Inc.14,897$414K0.3%-39.4%0.931%
7/22/2022 Truist Financial Corp25,869$718K0.0%-5.5%1.617%
7/14/2022 Orion Portfolio Solutions LLC45,577$1.27M0.1%-44.4%2.849%
7/13/2022 Cambridge Investment Research Advisors Inc.244,789$6.80M0.0%-59.4%13.599%
5/19/2022Golden State Wealth Management LLC43,777$1.34M0.3%-10.7%2.432%
5/19/2022 Orion Portfolio Solutions LLC82,017$2.51M0.1%+1.5%4.557%
5/18/2022 Golden State Equity Partners123,792$3.75M1.6%+6.2%6.877%
5/12/2022 Cambridge Investment Research Advisors Inc.602,609$18.46M0.1%+2.7%30.130%
5/9/2022Mutual Advisors LLC9,848$302K0.0%-3.9%0.492%
5/4/2022 Advisor Group Holdings Inc.59,230$2.37M0.0%+3.5%2.468%
5/4/2022Gladstone Institutional Advisory LLC27,999$858K0.1%-1.7%1.167%
5/4/2022 Envestnet Asset Management Inc.457,574$14.01M0.0%+6.9%19.066%
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4/28/2022 Belpointe Asset Management LLC22,675$694K0.0%+90.0%0.945%
4/27/2022 Avantax Advisory Services Inc.23,182$710K0.0%+16.5%0.966%
4/26/2022 Kestra Advisory Services LLC13,658$418K0.0%+22.3%0.569%
4/20/2022Moneywise Inc.24,567$752K0.5%-9.3%1.024%
4/18/2022Holloway Wealth Management LLC20,547$629K0.2%+9.9%0.856%
2/16/2022 Harbour Investments Inc.49,199$1.56M0.1%-3.7%2.050%
2/14/2022Golden State Wealth Management LLC49,000$1.56M0.3%N/A2.042%
2/14/2022 LPL Financial LLC263,610$8.38M0.0%+4.0%10.984%
2/11/2022Advisor Resource Council10,416$333K0.0%-18.3%0.434%
2/9/2022 Orion Portfolio Solutions LLC80,803$2.57M0.1%-0.9%3.367%
(Data available from 1/1/2016 forward)

HDMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HDMV shares?

During the previous two years, 25 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Developed International ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.80M), Cambridge Investment Research Advisors Inc. ($4.74M), Cetera Investment Advisers ($4.67M), LPL Financial LLC ($4.00M), Golden State Equity Partners ($2.88M), Sigma Planning Corp ($2.66M), and Cetera Advisor Networks LLC ($1.40M).Learn more on HDMV's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Developed International ETF stock?

Of the 17 institutional investors that purchased First Trust Horizon Managed Volatility Developed International ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Golden State Equity Partners ($285.12K), Sigma Planning Corp ($100.23K), Cetera Investment Advisers ($69.14K), Raymond James & Associates ($35.01K), Envestnet Portfolio Solutions Inc. ($22.07K), Avantax Advisory Services Inc. ($18.37K), and Envestnet Asset Management Inc. ($16.02K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Developed International ETF?

Institutional investors have bought a total of 595,776 shares in the last 24 months. This purchase volume represents approximately $16.88M in transactions.

Which First Trust Horizon Managed Volatility Developed International ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold First Trust Horizon Managed Volatility Developed International ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($150K), Cambridge Investment Research Advisors Inc. ($91.43K), Envestnet Asset Management Inc. ($42.22K), Belpointe Asset Management LLC ($23.30K), LPL Financial LLC ($18.00K), Gladstone Institutional Advisory LLC ($17.47K), and Truist Financial Corp ($17.14K).

How much institutional selling is happening at First Trust Horizon Managed Volatility Developed International ETF?

Institutional investors have sold a total of 427,292 shares in the last 24 months. This volume of shares sold represents approximately $11.33M in transactions.


This page (NYSEARCA:HDMV) was last updated on 9/7/2024 by MarketBeat.com Staff

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