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HUSV Institutional Ownership

First Trust Horizon Managed Volatility Domestic ETF
1W: -0.3% 1M: -4.4% 3M: -3.0% YTD: +1.2% 1Y: -1.1% 3Y: +28.9% 5Y: +27.0%
$38.95
+0.12 (+0.30%)
 
Weekly Expected Move ±1.0%
$38 $39 $39 $39 $40
ETF AMEX · AUM $69.0M

Institutional Ownership — HUSV

55
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
6
New Positions
13
Increased
23
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (58 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Bank of New York Mellon Corp 419,796 16M -2,457 -0.6% 10Q SEC ↗
2 ENVESTNET ASSET MANAGEMENT INC 277,623 11M +73,207 +35.8% 32Q SEC ↗
3 Cetera Investment Advisers 136,124 5M +5,451 +4.2% 15Q SEC ↗
4 Golden State Wealth Management, LLC 111,374 4M -4,584 -4.0% 7Q SEC ↗
5 LPL Financial LLC 108,800 4M -81 -0.1% 36Q SEC ↗
6 Asset Allocation Strategies LLC 71,103 3M -8,362 -10.5% 8Q SEC ↗
7 BENJAMIN EDWARDS INC 64,598 3M +3,378 +5.5% 8Q SEC ↗
8 Cambridge Investment Research Advisors 48,975 2M -4,329 -8.1% 40Q SEC ↗
9 RFG Advisory, LLC 45,040 2M +1,099 +2.5% 2Q SEC ↗
10 SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,508 1M +9,273 +31.7% 10Q SEC ↗
11 GOLDMAN SACHS GROUP INC 29,376 1M +5,140 +21.2% 3Q SEC ↗
12 CITADEL ADVISORS LLC 26,679 1M -12,669 -32.2% 2Q SEC ↗
13 LaSalle St. Investment Advisors, LLC 23,625 920K -9 -0.0% 7Q SEC ↗
14 TRUIST FINANCIAL CORP 22,283 868K +47 +0.2% 27Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 18,743 730K -566 -2.9% 7Q SEC ↗
16 CARLSON FINANCIAL, INC. 14,584 568K -1,111 -7.1% 3Q SEC ↗
17 TWO SIGMA INVESTMENTS, LP 13,771 536K -21,300 -60.7% 5Q SEC ↗
18 ROYAL BANK OF CANADA 11,078 431K -10,426 -48.5% 27Q SEC ↗
19 J.W. COLE ADVISORS, INC. NEW 10,002 390K — +0.0% 1Q SEC ↗
20 HighTower Advisors, LLC 9,709 378K +4 +0.0% 9Q SEC ↗
21 GTS SECURITIES LLC 7,940 309K — +0.0% 2Q SEC ↗
22 United Advisor Group, LLC 6,678 260K +9 +0.1% 10Q SEC ↗
23 MORGAN STANLEY 6,253 244K +1 +0.0% 38Q SEC ↗
24 OPPENHEIMER & CO INC 5,838 227K -28 -0.5% 15Q SEC ↗
25 Orion Porfolio Solutions, LLC NEW 5,652 220K — +0.0% 1Q SEC ↗
26 Kovack Advisors, Inc. 5,350 208K -500 -8.5% 9Q SEC ↗
27 Prospera Financial Services Inc 5,310 207K — +0.0% 23Q SEC ↗
28 Capital Investment Advisory Services, 5,240 204K -2 -0.0% 3Q SEC ↗
29 OSAIC HOLDINGS, INC. 4,616 180K +1,959 +73.7% 26Q SEC ↗
30 Farther Finance Advisors, LLC NEW 3,270 127K — +0.0% 1Q SEC ↗
31 Smartleaf Asset Management LLC 2,621 102K — +0.0% 3Q SEC ↗
32 ASSETMARK, INC NEW 2,100 82K — +0.0% 1Q SEC ↗
33 INTERNATIONAL ASSETS INVESTMENT MANAGE NEW 1,350 53K — +0.0% 1Q SEC ↗
34 Arax Advisory Partners 869 34K — +0.0% 3Q SEC ↗
35 IFP Advisors, Inc 634 25K — +0.0% 18Q SEC ↗
36 LANARK FINANCIAL, INC. 562 22K — +0.0% 6Q SEC ↗
37 N.E.W. Advisory Services LLC 509 20K +1 +0.2% 3Q SEC ↗
38 US BANCORP \DE NEW 401 16K — +0.0% 1Q SEC ↗
39 UBS Group AG 318 12K -206 -39.3% 10Q SEC ↗
40 Truvestments Capital LLC 263 10K — +0.0% 8Q SEC ↗
41 HARBOUR INVESTMENTS, INC. 200 8K — +0.0% 2Q SEC ↗
42 AE Wealth Management LLC 188 7K — +0.0% 3Q SEC ↗
43 AdvisorNet Financial, Inc 134 5K — +0.0% 6Q SEC ↗
44 Spire Wealth Management 125 5K — +0.0% 8Q SEC ↗
45 Kingdom Financial Group LLC. 97 4K -3,401 -97.2% 3Q SEC ↗
46 Larson Financial Group LLC 81 3K — +0.0% 9Q SEC ↗
47 Steward Partners Investment Advisory, 50 2K — +0.0% 18Q SEC ↗
48 Horizon Investments, LLC 19 1K -17 -47.2% 14Q SEC ↗
49 WELLS FARGO & COMPANY/MN 2 0K +1 +100.0% 36Q SEC ↗
50 Russell Investments Group, Ltd. 1 0K -12 -92.3% 6Q SEC ↗

Recent Activity

Biggest Increases (13)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +73,207 +35.8% 277,623
SUSQUEHANNA INTERNATIONAL GROUP, LL +9,273 +31.7% 38,508
Cetera Investment Advisers +5,451 +4.2% 136,124
GOLDMAN SACHS GROUP INC +5,140 +21.2% 29,376
BENJAMIN EDWARDS INC +3,378 +5.5% 64,598
OSAIC HOLDINGS, INC. +1,959 +73.7% 4,616
RFG Advisory, LLC +1,099 +2.5% 45,040
TRUIST FINANCIAL CORP +47 +0.2% 22,283
United Advisor Group, LLC +9 +0.1% 6,678
HighTower Advisors, LLC +4 +0.0% 9,709
WELLS FARGO & COMPANY/MN +1 +100.0% 2
MORGAN STANLEY +1 +0.0% 6,253
N.E.W. Advisory Services LLC +1 +0.2% 509
Biggest Decreases (18)
HolderReducedChange %Total Shares
TWO SIGMA INVESTMENTS, LP -21,300 -60.7% 13,771
CITADEL ADVISORS LLC -12,669 -32.2% 26,679
ROYAL BANK OF CANADA -10,426 -48.5% 11,078
Asset Allocation Strategies LLC -8,362 -10.5% 71,103
Golden State Wealth Management, LLC -4,584 -4.0% 111,374
Cambridge Investment Research Advis -4,329 -8.1% 48,975
Kingdom Financial Group LLC. -3,401 -97.2% 97
Bank of New York Mellon Corp -2,457 -0.6% 419,796
CARLSON FINANCIAL, INC. -1,111 -7.1% 14,584
RAYMOND JAMES FINANCIAL INC -566 -2.9% 18,743
Kovack Advisors, Inc. -500 -8.5% 5,350
UBS Group AG -206 -39.3% 318
LPL Financial LLC -81 -0.1% 108,800
OPPENHEIMER & CO INC -28 -0.5% 5,838
Horizon Investments, LLC -17 -47.2% 19
Russell Investments Group, Ltd. -12 -92.3% 1
LaSalle St. Investment Advisors, LL -9 -0.0% 23,625
Capital Investment Advisory Service -2 -0.0% 5,240

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