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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 1812 - 2023-12-31 194,937 $5,620,000 -4,075
   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 1829 - 2023-12-31 138,159 $3,983,000 -10,060
   Cetera Investment Advisers 659 - 2023-12-31 95,316 $2,748,000 -2,785
   Advisor Group Holdings Inc. 1913 - 2023-12-31 64,596 $1,863,000 320
   JANE STREET GROUP LLC 2582 - 2023-12-31 60,940 $1,757,000 28,075
   RAYMOND JAMES & ASSOCIATES 2328 - 2024-03-31 50,953 $1,491,000 2,049
   FINANCIAL NETWORK 1146 - 2023-12-31 49,239 $1,420,000 -1,693
   Orion Portfolio Solutions LLC 862 - 2023-12-31 41,689 $1,207,000 -1,285
   OLD MISSION CAPITAL LLC 437 - 2023-12-31 33,509 $966,000 0
   FLOW TRADERS U.S. LLC 375 *New 2023-12-31 28,999 $836,000 28,999
   H D Vest Advisory Services 812 - 2023-12-31 26,694 $770,000 15,082
   Envestnet Portfolio Solutions Inc. 974 - 2023-12-31 20,649 $595,000 1,357
   MULTIFINANCIAL SECURITIES CORP 1087 - 2023-12-31 18,573 $535,000 1,034
   CITADEL ADVISORS LLC 3556 - 2023-12-31 18,105 $522,000 -2,509
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3724 *New 2023-12-31 17,944 $517,000 17,944
   Gladstone Institutional Advisory LLC 480 - 2023-12-31 12,869 $371,000 -835
   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
   BB&T CORP 2286 - 2023-12-31 9,841 $284,000 -259
   Atria Wealth Solutions Inc. 1525 - 2023-12-31 9,733 $281,000 1,604
   BANK OF NEW YORK MELLON CORP 3791 *New 2024-03-31 6,933 $203,000 6,933
   ROYAL BANK OF CANADA 5736 - 2023-12-31 448 $12,000 -613
   Global Retirement Partners LLC 2035 - 2024-03-31 400 $12,000 0
   COMERICA BANK 3130 - 2023-12-31 312 $9,000 0
   UBS Group AG 6228 - 2023-12-31 241 $7,000 -464
   Larson Financial Group LLC 1218 - 2024-03-31 138 $4,000 1
   MORGAN STANLEY 6632 - 2023-12-31 142 $4,000 0
   HORIZON INVESTMENTS, LLC/SC 651 - 2023-12-31 56 $2,000 -31
   Coppell Advisory Solutions LLC 1324 - 2023-12-31 67 $2,000 67
   PROEQUITIES INC. 3194 - 2024-03-31 0 $0 0
   Cape Investment Advisory Inc. 1061 *Closed 2023-12-31 0 $0 -392
   WELLS FARGO & CO/MN 6424 - 2023-12-31 1 $0 0
   Geneos Wealth Management Inc. 2154 *Closed 2024-03-31 0 $0 -419
   FMR LLC 5400 *Closed 2023-12-31 0 $0 -1

  37 Records found
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