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

$40.25 +0.13 (+0.32%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$18.94M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.39M
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HUSV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Breakthru Advisory Services LLC6,870$257K0.2%N/A0.280%
2/17/2025Cetera Investment Advisers195,945$7.32M0.0%+7.0%7.998%
2/17/2025Benjamin Edwards Inc.28,186$1.05M0.0%+6.6%1.150%
2/13/2025LaSalle St. Investment Advisors LLC24,683$922K0.3%N/A1.007%
2/13/2025Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/13/2025Certior Financial Group LLC9,516$356K0.3%N/A0.388%
2/13/2025Envestnet Asset Management Inc.271,898$10.16M0.0%+2.5%11.098%
2/12/2025Orion Portfolio Solutions LLC37,637$1.41M0.0%-0.9%1.536%
2/11/2025LPL Financial LLC301,200$11.26M0.0%-2.1%12.294%
2/10/2025Envestnet Portfolio Solutions Inc.22,769$851K0.0%+15.7%0.929%
2/6/2025Raymond James Financial Inc.14,378$537K0.0%N/A0.587%
2/5/2025Private Trust Co. NA812$30K0.0%+254.6%0.033%
2/5/2025Oppenheimer & Co. Inc.6,398$239K0.0%-5.2%0.261%
2/5/2025Kovack Advisors Inc.7,775$291K0.0%-8.5%0.317%
2/4/2025Bank of New York Mellon Corp10,856$406K0.0%+13.7%0.443%
2/3/2025Concurrent Investment Advisors LLC35,011$1.31M0.0%+2.3%1.429%
1/31/2025Atria Wealth Solutions Inc.11,171$417K0.0%-69.4%0.456%
1/31/2025J.W. Cole Advisors Inc.15,545$581K0.0%+3.8%0.634%
1/30/2025Principal Securities Inc.13,839$517K0.0%+3.1%0.565%
1/27/2025Financial Advocates Investment Management18,698$699K0.0%-5.2%0.763%
1/24/2025Golden State Equity Partners99,579$3.72M0.7%-32.1%4.064%
11/18/2024Asset Allocation Strategies LLC5,284$202K0.1%N/A0.216%
11/15/2024Orion Portfolio Solutions LLC37,982$1.45M0.0%-4.0%1.550%
11/15/2024HighTower Advisors LLC7,140$271K0.0%+23.7%0.291%
11/15/2024Benjamin Edwards Inc.26,439$1.01M0.0%N/A1.079%
11/6/2024Kovack Advisors Inc.8,500$325K0.0%-8.5%0.347%
10/31/2024Concurrent Investment Advisors LLC34,217$1.31M0.0%+217.0%1.397%
10/25/2024Financial Advocates Investment Management19,729$754K0.0%-5.0%0.805%
10/25/2024Golden State Equity Partners116,608$4.45M1.0%-10.8%4.760%
10/24/2024J.W. Cole Advisors Inc.14,980$573K0.0%+15.0%0.611%
10/11/2024Iams Wealth Management LLC6,894$264K0.1%+4.9%0.281%
8/22/2024Cetera Investment Advisers182,504$6.46M0.0%+1.8%7.449%
8/21/2024Truist Financial Corp28,158$997K0.0%-3.7%1.149%
8/13/2024Benjamin F. Edwards & Company Inc.26,282$931K0.0%+7.9%1.073%
8/8/2024J.W. Cole Advisors Inc.13,031$461K0.0%+33.9%0.532%
8/8/2024Envestnet Asset Management Inc.267,669$9.48M0.0%+0.8%10.925%
8/2/2024Belpointe Asset Management LLC33,691$1.19M0.1%-8.5%1.375%
7/31/2024Concurrent Investment Advisors LLC10,794$382K0.0%N/A0.441%
7/30/2024Golden State Equity Partners130,733$4.62M1.0%N/A5.336%
7/29/2024Financial Advocates Investment Management20,762$735K0.0%-7.0%0.847%
URGENT: Someone's Moving Gold Out of London... (Ad)

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Go here to learn about my Top Four picks for the coming bull mania.
7/26/2024Cambridge Investment Research Advisors Inc.297,429$10.53M0.0%-18.1%12.140%
7/26/2024Bank of New York Mellon Corp8,818$312K0.0%+12.1%0.360%
7/22/2024Atria Wealth Solutions Inc.39,911$1.41M0.0%+2.0%1.629%
7/16/2024Envestnet Portfolio Solutions Inc.23,387$828K0.0%+3.5%0.955%
5/24/2024Cetera Advisors LLC27,830$996K0.0%+27.9%1.136%
5/24/2024Cetera Investment Advisers179,300$6.42M0.0%+75.4%7.318%
5/9/2024Orion Portfolio Solutions LLC40,065$1.43M0.0%-7.9%1.635%
5/8/2024Avantax Advisory Services Inc.66,531$2.38M0.0%+7.7%2.716%
5/6/2024Envestnet Portfolio Solutions Inc.22,607$809K0.0%+19.8%0.923%
4/30/2024J.W. Cole Advisors Inc.9,731$348K0.0%N/A0.397%
4/25/2024Cambridge Investment Research Advisors Inc.363,173$13.00M0.1%+43.5%14.823%
4/18/2024Iams Wealth Management LLC7,299$256K0.2%-9.1%0.252%
2/9/2024Orion Portfolio Solutions LLC43,480$1.46M0.0%-4.0%1.499%
2/9/2024Cambridge Investment Research Advisors Inc.253,105$8.49M0.0%-3.3%8.728%
2/8/2024Financial Advocates Investment Management24,594$825K0.1%-2.8%0.848%
2/7/2024Avantax Advisory Services Inc.61,783$2.07M0.0%+6.5%2.130%
2/7/2024Envestnet Portfolio Solutions Inc.18,871$633K0.0%+8.1%0.651%
2/7/2024Iams Wealth Management LLC8,031$269K0.2%N/A0.277%
2/7/2024Principal Securities Inc.10,659$358K0.0%N/A0.368%
2/6/2024Private 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%
2/2/2024Golden State Equity Partners143,471$4.81M1.2%-10.7%4.947%
2/2/2024Truist Financial Corp198,669$6.67M0.0%-3.6%6.851%
2/2/2024Kovack Advisors Inc.9,650$324K0.0%-15.0%0.333%
2/2/2024Atria Wealth Solutions Inc.60,840$2.04M0.0%-3.0%2.098%
1/25/2024International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/24/2024International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/16/2024Raymond James & Associates15,389$516K0.0%-8.0%0.531%
1/12/2024Advisor Resource Council7,120$239K0.0%N/A0.246%
11/16/2023Belpointe Asset Management LLC39,039$1.22M0.1%-10.4%1.346%
11/13/2023LPL Financial LLC460,646$14.35M0.0%-20.9%15.884%
11/13/2023Envestnet Asset Management Inc.274,003$8.54M0.0%-2.0%9.448%
11/13/2023Envestnet Portfolio Solutions Inc.17,450$544K0.0%N/A0.602%
11/13/2023Kestra Advisory Services LLC74,056$2.31M0.0%+25.8%2.554%
11/8/2023Atria Wealth Solutions Inc.62,710$1.95M0.0%-6.0%2.162%
11/8/2023Avantax Advisory Services Inc.58,030$1.81M0.0%+21.3%2.001%
11/4/2023NBC Securities Inc.1,014$31K0.0%N/A0.035%
11/1/2023Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023Financial Advocates Investment Management25,309$788K0.1%-3.8%0.873%
10/24/2023Raymond James & Associates16,719$521K0.0%-12.5%0.577%
10/24/2023Cambridge 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%
10/20/2023Golden State Equity Partners160,699$5.04M1.4%+9.8%5.541%
10/12/2023IFP Advisors Inc9,338$291K0.0%+61.1%0.322%
10/12/2023HBW Advisory Services LLC1,804$56K0.0%N/A0.062%
8/11/2023Kestra 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%
8/10/2023Cetera Investment Advisers105,559$3.48M0.0%-4.2%3.578%
8/4/2023Envestnet Asset Management Inc.279,631$9.21M0.0%-3.1%9.479%
URGENT: Someone's Moving Gold Out of London... (Ad)

People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “gold analysts” have it all wrong… They tell you to invest in gold ETFs - because the popular mining ETFs will someday catch fire and close the price gap with spot gold.

Go here to learn about my Top Four picks for the coming bull mania.
8/4/2023IFP Advisors Inc5,796$132K0.0%+5.7%0.196%
8/3/2023Atria Wealth Solutions Inc.66,740$2.20M0.0%+42.2%2.262%
8/1/2023Truist Financial Corp259,751$8.55M0.0%-1.6%8.805%
7/31/2023LPL Financial LLC582,217$19.17M0.0%+4.3%19.736%
7/25/2023Raymond James & Associates19,101$629K0.0%+10.9%0.647%
7/21/2023Kovack Advisors Inc.11,350$374K0.0%-6.6%0.385%
7/13/2023Cambridge Investment Research Advisors Inc.331,139$10.90M0.0%+2.6%11.225%
6/1/2023Golden State Equity Partners69,314$2.23M1.2%N/A2.350%
5/11/2023Cambridge Investment Research Advisors Inc.322,707$10.42M0.1%-5.7%10.939%
5/11/2023Financial Advocates Investment Management28,413$917K0.1%-1.2%0.963%
(Data available from 1/1/2016 forward)

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HUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HUSV shares?

During the previous two years, 39 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Domestic ETF. The most heavily invested institutionals were LPL Financial LLC ($11.26M), Cambridge Investment Research Advisors Inc. ($10.53M), Envestnet Asset Management Inc. ($10.16M), Cetera Investment Advisers ($7.32M), Golden State Equity Partners ($3.72M), 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 31 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), Cambridge Investment Research Advisors Inc. ($118.50K), Cetera Investment Advisers ($93.05K), Avantax Advisory Services Inc. ($48.56K), International Assets Investment Management LLC ($44.90K), Concurrent Investment Advisors LLC ($35.01K), and Raymond James Financial Inc. ($28.76K).

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

Institutional investors have bought a total of 841,748 shares in the last 24 months. This purchase volume represents approximately $29.31M in transactions.

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

Of the 19 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 ($222.37K), Cambridge Investment Research Advisors Inc. ($163.18K), Golden State Equity Partners ($78.47K), Raymond James & Associates ($43.93K), Atria Wealth Solutions Inc. ($31.20K), IFP Advisors Inc ($28.75K), 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 648,652 shares in the last 24 months. This volume of shares sold represents approximately $21.53M in transactions.



This page (NYSEARCA:HUSV) was last updated on 4/2/2025 by MarketBeat.com Staff
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