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First Trust Horizon Managed Volatility Domestic ETF (HUSV) Institutional Ownership

$39.05 +0.37 (+0.96%)
(As of 02:45 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Domestic ETF (NYSEARCA:HUSV)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$17.87M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.82M
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HUSV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Domestic ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Asset Allocation Strategies LLC5,284$202K0.1%N/A0.216%
11/15/2024 Orion Portfolio Solutions LLC37,982$1.45M0.0%-4.0%1.550%
11/15/2024 HighTower Advisors LLC7,140$271K0.0%+23.7%0.291%
11/15/2024 Benjamin Edwards Inc.26,439$1.01M0.0%N/A1.079%
11/6/2024 Kovack Advisors Inc.8,500$325K0.0%-8.5%0.347%
10/31/2024 Concurrent Investment Advisors LLC34,217$1.31M0.0%+217.0%1.397%
10/25/2024 Financial Advocates Investment Management19,729$754K0.0%-5.0%0.805%
10/25/2024 Golden State Equity Partners116,608$4.45M1.0%-10.8%4.760%
10/24/2024 J.W. Cole Advisors Inc.14,980$573K0.0%+15.0%0.611%
10/11/2024 Iams Wealth Management LLC6,894$264K0.1%+4.9%0.281%
8/22/2024 Cetera Investment Advisers182,504$6.46M0.0%+1.8%7.449%
8/21/2024 Truist Financial Corp28,158$997K0.0%-3.7%1.149%
8/13/2024Benjamin F. Edwards & Company Inc.26,282$931K0.0%+7.9%1.073%
8/8/2024 J.W. Cole Advisors Inc.13,031$461K0.0%+33.9%0.532%
8/8/2024 Envestnet Asset Management Inc.267,669$9.48M0.0%+0.8%10.925%
8/2/2024 Belpointe Asset Management LLC33,691$1.19M0.1%-8.5%1.375%
7/31/2024 Concurrent Investment Advisors LLC10,794$382K0.0%N/A0.441%
7/30/2024 Golden State Equity Partners130,733$4.62M1.0%N/A5.336%
7/29/2024 Financial Advocates Investment Management20,762$735K0.0%-7.0%0.847%
7/26/2024 Cambridge Investment Research Advisors Inc.297,429$10.53M0.0%-18.1%12.140%
7/26/2024 Bank of New York Mellon Corp8,818$312K0.0%+12.1%0.360%
7/22/2024 Atria Wealth Solutions Inc.39,911$1.41M0.0%+2.0%1.629%
7/16/2024 Envestnet Portfolio Solutions Inc.23,387$828K0.0%+3.5%0.955%
5/24/2024Cetera Advisors LLC27,830$996K0.0%+27.9%1.136%
5/24/2024 Cetera Investment Advisers179,300$6.42M0.0%+75.4%7.318%
5/9/2024 Orion Portfolio Solutions LLC40,065$1.43M0.0%-7.9%1.635%
5/8/2024 Avantax Advisory Services Inc.66,531$2.38M0.0%+7.7%2.716%
5/6/2024 Envestnet Portfolio Solutions Inc.22,607$809K0.0%+19.8%0.923%
4/30/2024 J.W. Cole Advisors Inc.9,731$348K0.0%N/A0.397%
4/25/2024 Cambridge Investment Research Advisors Inc.363,173$13.00M0.1%+43.5%14.823%
4/18/2024 Iams Wealth Management LLC7,299$256K0.2%-9.1%0.252%
2/9/2024 Orion Portfolio Solutions LLC43,480$1.46M0.0%-4.0%1.499%
2/9/2024 Cambridge Investment Research Advisors Inc.253,105$8.49M0.0%-3.3%8.728%
2/8/2024 Financial Advocates Investment Management24,594$825K0.1%-2.8%0.848%
2/7/2024 Avantax Advisory Services Inc.61,783$2.07M0.0%+6.5%2.130%
2/7/2024 Envestnet Portfolio Solutions Inc.18,871$633K0.0%+8.1%0.651%
2/7/2024 Iams Wealth Management LLC8,031$269K0.2%N/A0.277%
2/7/2024 Principal Securities Inc.10,659$358K0.0%N/A0.368%
2/6/2024 Private Advisor Group LLC8,590$288K0.0%-25.7%0.296%
2/6/2024Benjamin F. Edwards & Company Inc.24,378$818K0.0%+4.1%0.841%
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2/2/2024 Golden State Equity Partners143,471$4.81M1.2%-10.7%4.947%
2/2/2024 Truist Financial Corp198,669$6.67M0.0%-3.6%6.851%
2/2/2024 Kovack Advisors Inc.9,650$324K0.0%-15.0%0.333%
2/2/2024 Atria Wealth Solutions Inc.60,840$2.04M0.0%-3.0%2.098%
1/25/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/24/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/16/2024Raymond James & Associates15,389$516K0.0%-8.0%0.531%
1/12/2024 Advisor Resource Council7,120$239K0.0%N/A0.246%
11/16/2023 Belpointe Asset Management LLC39,039$1.22M0.1%-10.4%1.346%
11/13/2023 LPL Financial LLC460,646$14.35M0.0%-20.9%15.884%
11/13/2023 Envestnet Asset Management Inc.274,003$8.54M0.0%-2.0%9.448%
11/13/2023 Envestnet Portfolio Solutions Inc.17,450$544K0.0%N/A0.602%
11/13/2023 Kestra Advisory Services LLC74,056$2.31M0.0%+25.8%2.554%
11/8/2023 Atria Wealth Solutions Inc.62,710$1.95M0.0%-6.0%2.162%
11/8/2023 Avantax Advisory Services Inc.58,030$1.81M0.0%+21.3%2.001%
11/4/2023 NBC Securities Inc.1,014$31K0.0%N/A0.035%
11/1/2023 Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023 Financial Advocates Investment Management25,309$788K0.1%-3.8%0.873%
10/24/2023Raymond James & Associates16,719$521K0.0%-12.5%0.577%
10/24/2023 Cambridge Investment Research Advisors Inc.261,695$8.15M0.0%-21.0%9.024%
10/23/2023Commonwealth Equity Services LLC18,793$585K0.0%-19.9%0.648%
10/20/2023 Golden State Equity Partners160,699$5.04M1.4%+9.8%5.541%
10/12/2023IFP Advisors Inc9,338$291K0.0%+61.1%0.322%
10/12/2023 HBW Advisory Services LLC1,804$56K0.0%N/A0.062%
8/11/2023 Kestra Advisory Services LLC58,846$1.94M0.0%+8.5%1.995%
8/10/2023Cetera Advisors LLC17,812$586K0.0%-16.0%0.604%
8/10/2023Cetera Advisor Networks LLC88,432$2.91M0.0%-5.2%2.998%
8/10/2023 Cetera Investment Advisers105,559$3.48M0.0%-4.2%3.578%
8/4/2023 Envestnet Asset Management Inc.279,631$9.21M0.0%-3.1%9.479%
8/4/2023IFP Advisors Inc5,796$132K0.0%+5.7%0.196%
8/3/2023 Atria Wealth Solutions Inc.66,740$2.20M0.0%+42.2%2.262%
8/1/2023 Truist Financial Corp259,751$8.55M0.0%-1.6%8.805%
7/31/2023 LPL Financial LLC582,217$19.17M0.0%+4.3%19.736%
7/25/2023Raymond James & Associates19,101$629K0.0%+10.9%0.647%
7/21/2023 Kovack Advisors Inc.11,350$374K0.0%-6.6%0.385%
7/13/2023 Cambridge Investment Research Advisors Inc.331,139$10.90M0.0%+2.6%11.225%
6/1/2023 Golden State Equity Partners69,314$2.23M1.2%N/A2.350%
5/11/2023 Cambridge Investment Research Advisors Inc.322,707$10.42M0.1%-5.7%10.939%
5/11/2023 Financial Advocates Investment Management28,413$917K0.1%-1.2%0.963%
5/11/2023 Envestnet Asset Management Inc.288,540$9.32M0.0%+0.3%9.781%
5/10/2023 Private Advisor Group LLC11,605$375K0.0%N/A0.393%
5/10/2023 LPL Financial LLC557,952$18.01M0.0%-14.5%18.914%
5/5/2023 Truist Financial Corp263,895$8.52M0.0%-1.4%8.946%
4/28/2023 Avantax Advisory Services Inc.42,908$1.39M0.0%+229.2%1.455%
4/27/2023Benjamin F. Edwards & Company Inc.7,884$255K0.0%N/A0.267%
4/21/2023 Kovack Advisors Inc.12,150$392K0.1%-3.2%0.412%
4/18/2023IFP Advisors Inc5,486$125K0.0%-84.0%0.186%
4/14/2023Raymond James & Associates17,224$556K0.0%-70.0%0.584%
2/13/2023 Atria Wealth Solutions Inc.46,938$1.55M0.0%+40.7%1.539%
2/8/2023Raymond James & Associates57,443$1.90M0.0%-1.0%1.883%
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2/8/2023 Belpointe Asset Management LLC54,460$1.80M0.1%-7.3%1.786%
2/8/2023 Orion Portfolio Solutions LLC50,573$1.67M0.1%-3.1%1.658%
2/8/2023 Cambridge Investment Research Advisors Inc.342,107$11.30M0.1%-1.2%11.217%
2/7/2023 LPL Financial LLC652,220$21.55M0.0%+27.3%21.384%
2/7/2023IFP Advisors Inc34,237$783K0.0%+46.1%1.123%
2/7/2023 Envestnet Asset Management Inc.287,694$9.50M0.0%-1.0%9.433%
1/31/2023 Kestra Advisory Services LLC90,299$2.98M0.0%+72.0%2.961%
1/12/2023 OneAscent Financial Services LLC9,476$313K0.1%N/A0.306%
11/15/2022 Financial Advocates Investment Management30,794$914K0.1%-2.8%1.010%
11/15/2022 Belpointe Asset Management LLC58,731$1.74M0.1%-11.9%1.926%
(Data available from 1/1/2016 forward)

HUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HUSV shares?

During the previous two years, 34 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Domestic ETF. The most heavily invested institutionals were LPL Financial LLC ($14.35M), Cambridge Investment Research Advisors Inc. ($10.53M), Envestnet Asset Management Inc. ($9.48M), Cetera Investment Advisers ($6.46M), Golden State Equity Partners ($4.45M), Cetera Advisor Networks LLC ($2.91M), and Avantax Advisory Services Inc. ($2.38M).Learn more on HUSV's institutional investors.

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

Of the 27 institutional investors that purchased First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Golden State Equity Partners ($214.41K), LPL Financial LLC ($164.13K), Cambridge Investment Research Advisors Inc. ($118.50K), Cetera Investment Advisers ($80.30K), Kestra Advisory Services LLC ($57.60K), Avantax Advisory Services Inc. ($48.56K), and International Assets Investment Management LLC ($44.90K).

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

Institutional investors have bought a total of 955,560 shares in the last 24 months. This purchase volume represents approximately $32.64M in transactions.

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

Of the 18 institutional investors that sold First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($215.84K), Cambridge Investment Research Advisors Inc. ($167.25K), Raymond James & Associates ($44.52K), Golden State Equity Partners ($31.35K), IFP Advisors Inc ($28.75K), Envestnet Asset Management Inc. ($17.57K), and Truist Financial Corp ($16.53K).

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

Institutional investors have sold a total of 580,841 shares in the last 24 months. This volume of shares sold represents approximately $18.93M in transactions.



This page (NYSEARCA:HUSV) was last updated on 11/21/2024 by MarketBeat.com Staff
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