Free Trial
→ [No Brainer Gold Play]: “Show me a better investment.” (From Golden Portfolio) (Ad) Free HSMV Stock Alerts

First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) Institutional Ownership

$35.86 +0.13 (+0.36%)
As of 08/8/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.87M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$908.90K
Get HSMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Horizon Managed Volatility Small/Mid ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HSMV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Small/Mid ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Cetera Investment Advisers155,405$5.57M0.0%+5.6%25.901%
8/1/2025 Envestnet Asset Management Inc.189,446$6.79M0.0%+3.0%31.574%
7/25/2025 Envestnet Portfolio Solutions Inc.7,997$287K0.0%-54.1%1.333%
5/9/2025 Atria Wealth Solutions Inc.9,165$330K0.0%-6.2%1.527%
5/7/2025LPL Financial LLC132,863$4.79M0.0%+4.8%22.144%
5/6/2025 Cetera Investment Advisers147,218$5.30M0.0%+0.3%24.536%
4/29/2025 Envestnet Asset Management Inc.183,876$6.62M0.0%+1.7%30.646%
4/29/2025 Bank of New York Mellon Corp9,331$336K0.0%+3.7%1.555%
4/22/2025 Cambridge Investment Research Advisors Inc.138,661$4.99M0.0%+2.5%23.110%
4/21/2025 Envestnet Portfolio Solutions Inc.17,416$627K0.0%-5.0%2.903%
2/17/2025 Cetera Investment Advisers146,750$5.26M0.0%+2.3%26.682%
2/14/2025Tower Research Capital LLC TRC34,967$1.25M0.0%-26.7%6.358%
2/13/2025Certior Financial Group LLC7,695$276K0.2%N/A1.399%
2/13/2025 Envestnet Asset Management Inc.180,818$6.47M0.0%+2.0%32.876%
2/12/2025Orion Portfolio Solutions LLC33,257$1.19M0.0%-1.2%6.047%
2/11/2025LPL Financial LLC126,727$4.54M0.0%+4.2%23.041%
2/10/2025 Envestnet Portfolio Solutions Inc.18,333$656K0.0%+12.9%3.333%
2/4/2025 Bank of New York Mellon Corp8,999$322K0.0%+13.3%1.636%
1/31/2025 Atria Wealth Solutions Inc.9,772$350K0.0%+23.4%1.777%
1/30/2025Principal Securities Inc.12,127$434K0.0%+2.6%2.205%
11/15/2024Orion Portfolio Solutions LLC33,648$1.23M0.0%-3.6%6.118%
8/8/2024 Envestnet Asset Management Inc.180,991$6.04M0.0%+2.7%32.907%
7/26/2024 Cambridge Investment Research Advisors Inc.141,238$4.71M0.0%-0.6%25.680%
7/26/2024 Bank of New York Mellon Corp7,214$241K0.0%+16.5%1.312%
5/24/2024Cetera Advisors LLC21,877$743K0.0%+32.4%3.978%
5/24/2024 Cetera Investment Advisers148,006$5.03M0.0%+68.1%26.910%
5/9/2024Orion Portfolio Solutions LLC35,284$1.20M0.0%-7.9%6.415%
5/6/2024 Envestnet Portfolio Solutions Inc.19,278$655K0.0%+4.2%3.505%
4/25/2024 Cambridge Investment Research Advisors Inc.142,127$4.83M0.0%-0.9%25.841%
2/9/2024 Cambridge Investment Research Advisors Inc.143,426$4.60M0.0%-2.7%23.904%
2/7/2024 Avantax Advisory Services Inc.8,986$288K0.0%-3.9%1.498%
2/7/2024 Envestnet Portfolio Solutions Inc.18,501$594K0.0%+7.6%3.084%
2/7/2024Principal Securities Inc.9,518$305K0.0%N/A1.586%
2/2/2024 Atria Wealth Solutions Inc.8,771$282K0.0%+21.1%1.462%
11/14/2023Tower Research Capital LLC TRC26,019$767K0.0%+12.8%4.337%
11/13/2023 Envestnet Asset Management Inc.174,992$5.16M0.0%-6.4%29.165%
11/13/2023 Envestnet Portfolio Solutions Inc.17,198$507K0.0%N/A2.866%
11/8/2023 Avantax Advisory Services Inc.9,349$275K0.0%-6.7%1.558%
11/1/2023Orion Portfolio Solutions LLC38,334$1.13M0.0%-4.3%6.389%
10/24/2023 Cambridge Investment Research Advisors Inc.147,443$4.34M0.0%-1.3%24.574%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
10/12/2023 HBW Advisory Services LLC1,538$45K0.0%N/A0.256%
8/10/2023Cetera Advisors LLC15,219$471K0.0%-13.4%2.537%
8/10/2023Cetera Advisor Networks LLC43,285$1.34M0.0%+3.8%7.214%
7/31/2023LPL Financial LLC106,375$3.29M0.0%-2.0%17.729%
7/13/2023 Cambridge Investment Research Advisors Inc.149,314$4.62M0.0%+0.3%24.886%
5/11/2023 Cambridge Investment Research Advisors Inc.148,877$4.59M0.0%-5.9%24.813%
5/10/2023LPL Financial LLC108,501$3.35M0.0%N/A18.084%
5/9/2023Tower Research Capital LLC TRC15,456$477K0.0%-27.4%2.576%
4/28/2023 Avantax Advisory Services Inc.10,946$338K0.0%+8.1%1.824%
2/8/2023Orion Portfolio Solutions LLC40,993$1.27M0.0%-1.3%6.832%
2/7/2023 Envestnet Asset Management Inc.182,739$5.67M0.0%-1.6%30.457%
11/10/2022 Envestnet Asset Management Inc.185,622$5.21M0.0%+3.5%37.124%
11/10/2022Tower Research Capital LLC TRC19,695$553K0.0%-27.9%3.939%
11/9/2022Orion Portfolio Solutions LLC41,512$1.17M0.0%-1.3%8.302%
10/17/2022 Cambridge Investment Research Advisors Inc.158,288$4.45M0.0%+0.2%31.658%
8/3/2022 Envestnet Asset Management Inc.179,386$5.33M0.0%+10.3%35.877%
7/14/2022Orion Portfolio Solutions LLC42,047$1.25M0.1%-3.4%8.409%
7/13/2022 Cambridge Investment Research Advisors Inc.157,916$4.69M0.0%+1.0%31.583%
5/12/2022 Cambridge Investment Research Advisors Inc.156,283$5.19M0.0%-0.3%31.257%
5/4/2022 Envestnet Asset Management Inc.162,633$5.40M0.0%+6.1%32.527%
4/27/2022 Avantax Advisory Services Inc.8,749$290K0.0%+20.1%1.750%
2/4/2022 Envestnet Asset Management Inc.153,261$5.32M0.0%+5.2%34.058%
2/3/2022 Cambridge Investment Research Advisors Inc.156,764$5.44M0.0%+1.2%34.836%
11/10/2021Orion Portfolio Solutions LLC42,581$1.36M0.1%+6.2%9.462%
11/2/2021 Cambridge Investment Research Advisors Inc.154,874$4.95M0.0%-0.3%34.416%
8/10/2021 Cambridge Investment Research Advisors Inc.155,265$5.03M0.0%-0.5%34.503%
8/5/2021Orion Portfolio Solutions LLC40,090$1.30M0.1%+5.5%8.909%
8/4/2021 Envestnet Asset Management Inc.136,168$4.41M0.0%+16.4%30.260%
(Data available from 1/1/2016 forward)

HSMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HSMV shares?

During the previous two years, 15 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Small/Mid ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.79M), Cetera Investment Advisers ($5.57M), Cambridge Investment Research Advisors Inc. ($4.99M), LPL Financial LLC ($4.79M), Cetera Advisor Networks LLC ($1.34M), Tower Research Capital LLC TRC ($1.25M), and Orion Portfolio Solutions LLC ($1.19M).Learn more on First Trust Horizon Managed Volatility Small/Mid ETF's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Small/Mid ETF's stock?

Of the 13 institutional investors that purchased First Trust Horizon Managed Volatility Small/Mid ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($71.95K), Envestnet Portfolio Solutions Inc. ($21.38K), Envestnet Asset Management Inc. ($16.88K), LPL Financial LLC ($11.21K), Principal Securities Inc. ($9.82K), Certior Financial Group LLC ($7.70K), and Cetera Advisors LLC ($5.36K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have bought a total of 52,131 shares in the last 24 months. This purchase volume represents approximately $1.87M in transactions.

Which of First Trust Horizon Managed Volatility Small/Mid ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Horizon Managed Volatility Small/Mid ETF stock in the last 24 months: Tower Research Capital LLC TRC ($12.73K), Envestnet Portfolio Solutions Inc. ($10.34K), Orion Portfolio Solutions LLC ($1.66K), and Atria Wealth Solutions Inc. ($607.00).

How much institutional selling is happening at First Trust Horizon Managed Volatility Small/Mid ETF?

Institutional investors have sold a total of 25,333 shares in the last 24 months. This volume of shares sold represents approximately $908.90K in transactions.


Related Companies

This page (NYSEARCA:HSMV) was last updated on 8/10/2025 by MarketBeat.com Staff
From Our Partners
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
National 'Stock Market Reset' Coming September 30 (New WH Order)
Crash Coming Sept 30? Analysts Warn of New Crisis A new problem on the U.S. power grid is putting millions ...
Altimetry | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
"Death Spiral" Threatening Your Savings
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Market Crash Warning: How to Protect Your Wealth Before August 12th
China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alter...
American Alternative | Sponsored