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Get Institutions for : 
First Trust Horizon Managed Volatility Developed Int Etf (HDMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    2
Total shares held : 
1,260,705  
% of shares held : 
38.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
-55,510  
% of shares held change : 
  -1.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 46,943
 3.72%
 
Increased Positions :
9
 50,162
 3.98%
 
Unchanged Positions :
8
 45,559
 3.61%
 
Decreased Positions :
15
-51,916
-4.12%
 
Closed Positions :
4
-100,699
-7.99%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1863 - 2024-03-31 200,651 $5,873,000 5,714
   Golden State Equity Partners 14 - 2023-12-31 170,172 $4,864,000 -13,421
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 779 - 2024-03-31 161,163 $4,717,000 -1,591
   LPL FINANCIAL CORP 1908 - 2024-03-31 142,224 $4,163,000 4,065
   Cetera Investment Advisers 541 - 2024-03-31 91,700 $2,684,000 -3,616
   JANE STREET GROUP LLC 2189 - 2024-03-31 72,272 $2,115,000 11,332
   Advisor Group Holdings Inc. 1711 - 2024-03-31 66,681 $1,952,000 2,085
   RAYMOND JAMES & ASSOCIATES 2328 - 2024-03-31 50,953 $1,491,000 2,049
   FINANCIAL NETWORK 1240 - 2024-03-31 47,292 $1,384,000 -1,947
   Orion Portfolio Solutions LLC 934 - 2024-03-31 38,394 $1,124,000 -3,295
   H D Vest Advisory Services 823 - 2024-03-31 28,259 $827,000 1,565
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2925 - 2024-03-31 25,075 $734,000 7,131
   MULTIFINANCIAL SECURITIES CORP 1364 - 2024-03-31 24,291 $711,000 5,718
   Envestnet Portfolio Solutions Inc. 1021 - 2024-03-31 21,500 $629,000 851
   BANK OF MONTREAL /CAN/ 2067 *New 2024-03-31 17,016 $500,000 17,016
   CITADEL ADVISORS LLC 3851 - 2024-03-31 15,235 $446,000 -2,870
   Gladstone Institutional Advisory LLC 447 - 2024-03-31 15,034 $440,000 2,165
   HARBOUR INVESTMENTS INC. 651 - 2023-12-31 12,440 $359,000 -8,062
   PRINCIPAL SECURITIES INC. 798 - 2024-03-31 12,015 $352,000 1,239
   MONEYWISE INC. 51 - 2024-03-31 11,340 $332,000 -304
   Atria Wealth Solutions Inc. 1503 - 2024-03-31 11,015 $322,000 1,282
   United Advisor Group LLC 166 *New 2024-03-31 9,741 $285,000 9,741
   BB&T CORP 2285 - 2024-03-31 9,548 $279,000 -293
   BANK OF NEW YORK MELLON CORP 3791 *New 2024-03-31 6,933 $203,000 6,933
   Global Retirement Partners LLC 2035 - 2024-03-31 400 $12,000 0
   COMERICA BANK 3168 - 2024-03-31 308 $9,000 -4
   ROYAL BANK OF CANADA 5788 - 2024-03-31 155 $5,000 -293
   Larson Financial Group LLC 1218 - 2024-03-31 138 $4,000 1
   MORGAN STANLEY 6690 - 2024-03-31 143 $4,000 1
   Coppell Advisory Solutions LLC 1324 - 2023-12-31 67 $2,000 67
   HORIZON INVESTMENTS, LLC/SC 687 - 2024-03-31 56 $2,000 0
   Financial Gravity Wealth Inc. 808 *New 2024-03-31 58 $2,000 58
   UBS Group AG 6983 - 2024-03-31 37 $1,000 -204
   WELLS FARGO & CO/MN 5723 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 3194 - 2024-03-31 0 $0 0
   Cape Investment Advisory Inc. 1061 *Closed 2023-12-31 0 $0 -392
   FLOW TRADERS U.S. LLC 846 *Closed 2024-03-31 0 $0 -28,999
   Geneos Wealth Management Inc. 2154 *Closed 2024-03-31 0 $0 -419
   OLD MISSION CAPITAL LLC 1096 *Closed 2024-03-31 0 $0 -33,509

  39 Records found
  1    
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