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HDMV Institutional Ownership

First Trust Horizon Managed Volatility Developed International ETF
1W: -2.1% 1M: -7.0% 3M: -4.5% YTD: +1.2% 1Y: +5.0% 3Y: +45.6% 5Y: +32.7%
$35.93
+0.23 (+0.63%)
 
Weekly Expected Move ±1.8%
$35 $35 $36 $37 $37
ETF AMEX · AUM $22.2M

Institutional Ownership — HDMV

32
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
3
New Positions
7
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (32 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Kestra Advisory Services, LLC 58,209 2M -1,947 -3.2% 5Q SEC ↗
2 OSAIC HOLDINGS, INC. 56,221 2M -2,124 -3.6% 26Q SEC ↗
3 JANE STREET GROUP, LLC 40,756 1M +10,118 +33.0% 5Q SEC ↗
4 CITADEL ADVISORS LLC 36,932 1M +1,851 +5.3% 12Q SEC ↗
5 LPL Financial LLC 27,525 989K -179 -0.6% 37Q SEC ↗
6 Golden State Wealth Management, LLC 21,356 767K +998 +4.9% 7Q SEC ↗
7 INDEPENDENT FINANCIAL GROUP, LLC 14,452 519K +2,244 +18.4% 5Q SEC ↗
8 GOLDMAN SACHS GROUP INC 12,098 435K -1,141 -8.6% 8Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,331 335K -181 -1.9% 2Q SEC ↗
10 Gladstone Institutional Advisory LLC 8,460 304K +81 +1.0% 4Q SEC ↗
11 ENVESTNET ASSET MANAGEMENT INC 6,961 250K -2,076 -23.0% 31Q SEC ↗
12 United Advisor Group, LLC 6,324 227K +44 +0.7% 10Q SEC ↗
13 HARBOUR INVESTMENTS, INC. 447 16K -295 -39.8% 17Q SEC ↗
14 Global Retirement Partners, LLC NEW 400 14K — +0.0% 1Q SEC ↗
15 Arax Advisory Partners 370 13K — +0.0% 3Q SEC ↗
16 AE Wealth Management LLC 189 7K — +0.0% 3Q SEC ↗
17 MORGAN STANLEY 143 5K -5 -3.4% 38Q SEC ↗
18 UBS Group AG 143 5K -78 -35.3% 5Q SEC ↗
19 Larson Financial Group LLC 142 5K +1 +0.7% 25Q SEC ↗
20 IFG Advisory, LLC NEW 52 2K — +0.0% 1Q SEC ↗
21 Farther Finance Advisors, LLC NEW 42 2K — +0.0% 1Q SEC ↗
22 Kingdom Financial Group LLC. 20 1K -41 -67.2% 3Q SEC ↗
23 WELLS FARGO & COMPANY/MN 1 0K — +0.0% 15Q SEC ↗
24 Russell Investments Group, Ltd. 1 0K — +0.0% 6Q SEC ↗
25 Ascentis Independent Advisors 0 0K -35,619 -100.0% 8Q SEC ↗
26 Lloyd Advisory Services, LLC. 0 0K -61 -100.0% 1Q SEC ↗
27 WPG Advisers, LLC 0 0K -87 -100.0% 6Q SEC ↗
28 TRUIST FINANCIAL CORP 0 0K -7,000 -100.0% 24Q SEC ↗
29 Realta Investment Advisors 0 0K -500 -100.0% 1Q SEC ↗
30 FLOW TRADERS U.S. LLC 0 0K -5,631 -100.0% 6Q SEC ↗
31 Lido Advisors, LLC 0 0K -7,013 -100.0% 2Q SEC ↗
32 Private Advisor Group, LLC 0 0K -9,200 -100.0% 2Q SEC ↗

Recent Activity

New Positions (3)
Biggest Increases (7)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +10,118 +33.0% 40,756
INDEPENDENT FINANCIAL GROUP, LLC +2,244 +18.4% 14,452
CITADEL ADVISORS LLC +1,851 +5.3% 36,932
Golden State Wealth Management, LLC +998 +4.9% 21,356
Gladstone Institutional Advisory LL +81 +1.0% 8,460
United Advisor Group, LLC +44 +0.7% 6,324
Larson Financial Group LLC +1 +0.7% 142
Biggest Decreases (10)
HolderReducedChange %Total Shares
OSAIC HOLDINGS, INC. -2,124 -3.6% 56,221
ENVESTNET ASSET MANAGEMENT INC -2,076 -23.0% 6,961
Kestra Advisory Services, LLC -1,947 -3.2% 58,209
GOLDMAN SACHS GROUP INC -1,141 -8.6% 12,098
HARBOUR INVESTMENTS, INC. -295 -39.8% 447
SUSQUEHANNA INTERNATIONAL GROUP, LL -181 -1.9% 9,331
LPL Financial LLC -179 -0.6% 27,525
UBS Group AG -78 -35.3% 143
Kingdom Financial Group LLC. -41 -67.2% 20
MORGAN STANLEY -5 -3.4% 143

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms