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Get Institutions for : 
First Trust Horizon Managed Volatility Domestic Etf (HUSV)  
$35.34 0.04 (0.11%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 39    5
Total shares held : 
1,990,785  
% of shares held : 
30.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
-189,474  
% of shares held change : 
  -2.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.91  
Last Quarter's Ending Price : 
$33.56  
Last Quarter's Average Price
$32.25  
Change from last quarter's     
avg. price to the last closing  : 
3.09 (9.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 7,124
 0.36%
 
Increased Positions :
10
 60,294
 3.03%
 
Unchanged Positions :
6
 25,558
 1.28%
 
Decreased Positions :
21
-200,002
-10.05%
 
Closed Positions :
7
-56,890
-2.86%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 362 - 2024-03-31 363,173 $12,995,000 110,068
   ENVESTNET ASSET MANAGEMENT INC 1548 - 2024-03-31 265,489 $9,500,000 -2,263
   LPL FINANCIAL CORP 1378 - 2024-03-31 260,570 $9,324,000 -139,688
   Golden State Equity Partners 15 - 2023-12-31 143,471 $4,812,000 -17,228
   Cetera Investment Advisers 439 - 2024-03-31 98,465 $3,523,000 -3,740
   H D Vest Advisory Services 492 - 2024-03-31 66,531 $2,381,000 4,748
   FINANCIAL NETWORK 1050 - 2024-03-31 53,005 $1,897,000 -1,396
   Orion Portfolio Solutions LLC 811 - 2024-03-31 40,065 $1,434,000 -3,415
   Atria Wealth Solutions Inc. 760 - 2024-03-31 39,137 $1,400,000 -21,703
   Belpointe Asset Management LLC 202 - 2024-03-31 36,836 $1,318,000 -2,140
   ROYAL BANK OF CANADA 2864 - 2024-03-31 32,987 $1,181,000 1,845
   BB&T CORP 1571 - 2024-03-31 29,244 $1,046,000 -169,425
   MULTIFINANCIAL SECURITIES CORP 1159 - 2024-03-31 27,830 $996,000 6,067
   Kestra Advisory Services LLC 1271 - 2024-03-31 26,386 $944,000 -22,830
   BENJAMIN F. EDWARDS & COMPANY INC. 535 - 2024-03-31 24,366 $872,000 -12
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2742 - 2024-03-31 24,039 $860,000 24,039
   Envestnet Portfolio Solutions Inc. 923 - 2024-03-31 22,607 $809,000 3,736
   Financial Advocates Investment Management 353 - 2024-03-31 22,330 $799,000 -2,264
   Advisor Group Holdings Inc. 2695 - 2024-03-31 18,295 $655,000 -29,327
   RAYMOND JAMES & ASSOCIATES 2991 - 2024-03-31 14,839 $531,000 -550
   PRINCIPAL SECURITIES INC. 722 - 2024-03-31 12,112 $433,000 1,453
   PROSPERA FINANCIAL SERVICES 755 - 2023-12-31 11,073 $372,000 0
   J.W. COLE ADVISORS INC. 638 *New 2024-03-31 9,731 $348,000 9,731
   United Advisor Group LLC 158 *New 2024-03-31 8,551 $306,000 8,551
   BANK OF NEW YORK MELLON CORP 3686 *New 2024-03-31 7,868 $282,000 7,868
   IAMS WEALTH MANAGEMENT LLC 103 - 2024-03-31 7,299 $256,000 -732
   MORGAN STANLEY 5458 - 2024-03-31 6,866 $246,000 1,000
   Private Advisor Group LLC 1980 - 2024-03-31 6,771 $242,000 -1,819
   OPPENHEIMER & CO INC 1263 - 2024-03-31 6,752 $242,000 0
   IFP Advisors Inc 943 - 2023-12-31 5,735 $192,000 -3,603
   HARBOUR INVESTMENTS INC. 1040 - 2023-12-31 3,775 $127,000 0
   NBC SECURITIES INC. 1219 - 2024-03-31 1,017 $36,000 1
   Archer Investment Corp 499 - 2024-03-31 631 $23,000 1
   CWM LLC 3105 - 2024-03-31 395 $14,000 395
   HORIZON INVESTMENTS, LLC/SC 647 - 2024-03-31 264 $9,000 2
   Coppell Advisory Solutions LLC 1204 - 2023-12-31 80 $3,000 80
   UBS Group AG 6528 - 2024-03-31 84 $3,000 84
   Steward Partners Investment Advisory LLC 3261 - 2024-03-31 50 $2,000 0
   CITADEL ADVISORS LLC 5729 *Closed 2024-03-31 0 $0 -43,096
   FMR LLC 4775 *New 2024-03-31 1 $0 1
   J P MORGAN CHASE & CO 5888 *Closed 2024-03-31 0 $0 -4
   COMMONWEALTH EQUITY SERVICES LLC. 4016 *Closed 2024-03-31 0 $0 -10,480
   PROEQUITIES INC. 8492 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6813 - 2024-03-31 1 $0 0
   Kovack Advisors Inc. 551 *Closed 2024-03-31 0 $0 -9,650
   Advisor Resource Council 463 *Closed 2024-03-31 0 $0 -7,120

  46 Records found
  1    
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