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Get Institutions for : 
First Trust Horizon Managed Volatility Domestic Etf (HUSV)  
$35.13 0.06 (0.17%) as of 4:30 Fri 5/10


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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  : 
2.88 (8.93%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1068 - 2023-12-31 400,258 $13,432,000 -60,388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 362 - 2024-03-31 363,173 $12,995,000 110,068
   ENVESTNET ASSET MANAGEMENT INC 1513 - 2023-12-31 267,752 $8,985,000 -6,251
   BB&T CORP 750 - 2023-12-31 198,669 $6,667,000 -7,498
   Golden State Equity Partners 15 - 2023-12-31 143,471 $4,812,000 -17,228
   Cetera Investment Advisers 581 - 2023-12-31 102,205 $3,430,000 -2,745
   H D Vest Advisory Services 488 - 2023-12-31 61,783 $2,073,000 3,753
   Atria Wealth Solutions Inc. 591 - 2023-12-31 60,840 $2,042,000 -1,870
   FINANCIAL NETWORK 1002 - 2023-12-31 54,401 $1,826,000 -36,430
   Kestra Advisory Services LLC 882 - 2023-12-31 49,216 $1,652,000 -24,840
   Advisor Group Holdings Inc. 2045 - 2023-12-31 47,622 $1,598,000 -8,549
   Orion Portfolio Solutions LLC 772 - 2023-12-31 43,480 $1,463,000 -1,807
   CITADEL ADVISORS LLC 2596 - 2023-12-31 43,096 $1,446,000 43,096
   Belpointe Asset Management LLC 175 - 2023-12-31 38,976 $1,308,000 -63
   ROYAL BANK OF CANADA 3061 - 2023-12-31 31,142 $1,045,000 -4,332
   BENJAMIN F. EDWARDS & COMPANY INC. 535 - 2024-03-31 24,366 $872,000 -12
   Financial Advocates Investment Management - 2024-03-31 22,330 $799,000 -2,264
   MULTIFINANCIAL SECURITIES CORP 916 - 2023-12-31 21,763 $730,000 2,957
   Envestnet Portfolio Solutions Inc. 947 - 2023-12-31 18,871 $633,000 1,421
   RAYMOND JAMES & ASSOCIATES 2991 - 2024-03-31 14,839 $531,000 -550
   PROSPERA FINANCIAL SERVICES 755 - 2023-12-31 11,073 $372,000 0
   PRINCIPAL SECURITIES INC. 729 - 2023-12-31 10,659 $358,000 0
   J.W. COLE ADVISORS INC. *New 2024-03-31 9,731 $348,000 9,731
   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
   Private Advisor Group LLC - 2024-03-31 6,771 $242,000 -1,819
   OPPENHEIMER & CO INC 1242 - 2023-12-31 6,752 $227,000 -745
   MORGAN STANLEY 5517 - 2023-12-31 5,866 $197,000 1
   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 502 - 2023-12-31 630 $21,000 4
   CWM LLC 3105 - 2024-03-31 395 $14,000 395
   HORIZON INVESTMENTS, LLC/SC 635 - 2023-12-31 262 $9,000 -37
   Coppell Advisory Solutions LLC 1204 - 2023-12-31 80 $3,000 80
   Steward Partners Investment Advisory LLC 3177 - 2023-12-31 50 $2,000 0
   J P MORGAN CHASE & CO 5808 *New 2023-12-31 4 $0 4
   COMMONWEALTH EQUITY SERVICES LLC. 4016 *Closed 2024-03-31 0 $0 -10,480
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6495 *Closed 2023-12-31 0 $0 -39,235
   WELLS FARGO & CO/MN 6841 - 2023-12-31 1 $0 0
   Kovack Advisors Inc. 551 *Closed 2024-03-31 0 $0 -9,650
   UBS Group AG 8400 *Closed 2023-12-31 0 $0 -1,000
   Advisor Resource Council 463 *Closed 2024-03-31 0 $0 -7,120
   STIFEL FINANCIAL CORP 3415 *Closed 2023-12-31 0 $0 -13,730
  45 Records found
  1    
  Page 1 of 1
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