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Get Institutions for : 
First Trust Horizon Managed Vol Small/mid Etf (HSMV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    1
Total shares held : 
 676,341  
% of shares held : 
 7.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -53,708  
% of shares held change : 
   -0.6%  
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 :
1
 1
 0%
 
Increased Positions :
5
 4,133
 0.61%
 
Unchanged Positions :
2
 9,518
 1.41%
 
Decreased Positions :
10
-16,298
-2.41%
 
Closed Positions :
2
-41,544
-6.14%
 
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 1822 - 2023-12-31 171,246 $5,496,000 -3,746
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 765 - 2024-03-31 142,127 $4,826,000 -1,299
   LPL FINANCIAL CORP 1987 - 2024-03-31 110,023 $3,736,000 5,920
   Cetera Investment Advisers 650 - 2023-12-31 88,070 $2,827,000 -2,878
   FINANCIAL NETWORK 1167 - 2023-12-31 42,917 $1,377,000 -1,551
   Orion Portfolio Solutions LLC 902 - 2024-03-31 35,284 $1,198,000 -3,036
   TOWER RESEARCH CAPITAL LLC 1059 - 2023-12-31 23,394 $751,000 -2,625
   Envestnet Portfolio Solutions Inc. 1005 - 2024-03-31 19,278 $655,000 777
   MULTIFINANCIAL SECURITIES CORP 1089 - 2023-12-31 16,518 $530,000 960
   PRINCIPAL SECURITIES INC. 782 - 2024-03-31 10,762 $365,000 1,244
   H D Vest Advisory Services 1272 - 2024-03-31 9,073 $308,000 87
   Atria Wealth Solutions Inc. 1522 - 2023-12-31 8,771 $282,000 1,529
   BANK OF NEW YORK MELLON CORP 3781 *New 2024-03-31 6,191 $210,000 6,191
   Advisor Group Holdings Inc. 4142 - 2024-03-31 3,223 $109,000 1,602
   UBS Group AG 5591 - 2023-12-31 849 $27,000 276
   CWM LLC 3290 *New 2024-03-31 284 $10,000 284
   Coppell Advisory Solutions LLC 1309 - 2023-12-31 65 $2,000 65
   HORIZON INVESTMENTS, LLC/SC 704 - 2023-12-31 35 $1,000 -28
   MORGAN STANLEY 7042 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 3291 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6424 *Closed 2023-12-31 0 $0 -40,006
  21 Records found
  1    
  Page 1 of 1
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