Free Trial

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

$37.69
-0.01 (-0.03%)
(As of 11/4/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$17.97M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$8.96M
Get HUSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Horizon Managed Volatility Domestic 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

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
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%
8/22/2024Cetera 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%
8/8/2024 J.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%
7/31/2024 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%
7/26/2024Bank 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%
7/16/2024 Envestnet Portfolio Solutions Inc.23,387$828K0.0%+3.5%0.955%
5/24/2024Cetera Advisors LLC27,830$996K0.0%+27.9%1.136%
5/24/2024Cetera 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%
5/6/2024 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%
2/9/2024Orion 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%
2/7/2024Avantax 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%
2/2/2024 Golden 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%
1/25/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
2 sentences that change everything you THOUGHT you knew about trading (Ad)

If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work... But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired. It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running.

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%
11/16/2023Belpointe 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%
11/13/2023 Envestnet 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%
11/4/2023 NBC Securities Inc.1,014$31K0.0%N/A0.035%
11/1/2023Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023 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%
8/11/2023Kestra 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%
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%
7/13/2023 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%
5/11/2023Envestnet 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%
5/10/2023LPL Financial LLC557,952$18.01M0.0%-14.5%18.914%
5/5/2023Truist Financial Corp263,895$8.52M0.0%-1.4%8.946%
4/28/2023Avantax 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%
4/21/2023Kovack 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%
2/13/2023Atria 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%
2/8/2023Belpointe Asset Management LLC54,460$1.80M0.1%-7.3%1.786%
2/8/2023Orion 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%
2/7/2023LPL Financial LLC652,220$21.55M0.0%+27.3%21.384%
2/7/2023IFP Advisors Inc34,237$783K0.0%+46.1%1.123%
2 sentences that change everything you THOUGHT you knew about trading (Ad)

If you're like most people, on Friday morning you'll probably follow your set routine: Wake up... eat breakfast... go to work... But if you say these two sentences to your broker... you could collect as much as $1,250 on Friday... no matter where you live, whether you're working or already retired. It all has to do with a unique stock market secret that's worked 97% of the time for the past 8 years running.

2/7/2023Envestnet Asset Management Inc.287,694$9.50M0.0%-1.0%9.433%
1/31/2023Kestra Advisory Services LLC90,299$2.98M0.0%+72.0%2.961%
1/12/2023OneAscent Financial Services LLC9,476$313K0.1%N/A0.306%
11/15/2022 Financial Advocates Investment Management30,794$914K0.1%-2.8%1.010%
11/15/2022Belpointe Asset Management LLC58,731$1.74M0.1%-11.9%1.926%
11/10/2022Envestnet Asset Management Inc.290,728$8.63M0.0%+3.3%9.532%
11/10/2022Tower Research Capital LLC TRC5,480$163K0.0%-74.9%0.180%
11/9/2022Orion Portfolio Solutions LLC52,191$1.55M0.1%-3.6%1.711%
11/8/2022IFP Advisors Inc23,439$538K0.0%+30.0%0.768%
11/2/2022Avantax Advisory Services Inc.11,780$350K0.0%-7.4%0.386%
(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, 32 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 24 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 937,091 shares in the last 24 months. This purchase volume represents approximately $31.81M 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 ($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), Belpointe Asset Management LLC ($19.88K), and Envestnet Asset Management Inc. ($17.57K).

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

Institutional investors have sold a total of 605,601 shares in the last 24 months. This volume of shares sold represents approximately $19.65M in transactions.



This page (NYSEARCA:HUSV) was last updated on 11/4/2024 by MarketBeat.com Staff
From Our Partners