First Trust Horizon Managed Volatility Domestic ETF (HUSV) Institutional Ownership

$35.13
+0.06 (+0.17%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust Horizon Managed Volatility Domestic ETF (NYSEARCA:HUSV)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$13.37M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$9.87M
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HUSV Institutional Buying and Selling by Quarter

First Trust Horizon Managed Volatility Domestic ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Orion Portfolio Solutions LLC40,065$1.43M0.0%-7.9%1.635%
5/8/2024 Avantax Advisory Services Inc.66,531$2.38M0.0%+7.7%2.716%
5/6/2024 Envestnet Portfolio Solutions Inc.22,607$809K0.0%+19.8%0.923%
4/30/2024 J.W. Cole Advisors Inc.9,731$348K0.0%N/A0.397%
4/25/2024 Cambridge Investment Research Advisors Inc.363,173$13.00M0.1%+43.5%14.823%
4/18/2024 Iams Wealth Management LLC7,299$256K0.2%-9.1%0.252%
2/9/2024 Orion Portfolio Solutions LLC43,480$1.46M0.0%-4.0%1.499%
2/9/2024 Cambridge Investment Research Advisors Inc.253,105$8.49M0.0%-3.3%8.728%
2/8/2024 Financial Advocates Investment Management24,594$825K0.1%-2.8%0.848%
2/7/2024 Avantax Advisory Services Inc.61,783$2.07M0.0%+6.5%2.130%
2/7/2024 Envestnet Portfolio Solutions Inc.18,871$633K0.0%+8.1%0.651%
2/7/2024 Iams Wealth Management LLC8,031$269K0.2%N/A0.277%
2/7/2024Principal Securities Inc.10,659$358K0.0%N/A0.368%
2/6/2024 Private Advisor Group LLC8,590$288K0.0%-25.7%0.296%
2/6/2024 Benjamin F. Edwards & Company Inc.24,378$818K0.0%+4.1%0.841%
2/2/2024Golden State Equity Partners143,471$4.81M1.2%-10.7%4.947%
2/2/2024Truist Financial Corp198,669$6.67M0.0%-3.6%6.851%
2/2/2024 Kovack Advisors Inc.9,650$324K0.0%-15.0%0.333%
2/2/2024Atria Wealth Solutions Inc.60,840$2.04M0.0%-3.0%2.098%
1/25/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/24/2024 International Assets Investment Management LLC22,450$753K0.0%N/A0.774%
1/16/2024 Raymond James & Associates15,389$516K0.0%-8.0%0.531%
1/12/2024 Advisor Resource Council7,120$239K0.0%N/A0.246%
11/16/2023 Belpointe Asset Management LLC39,039$1.22M0.1%-10.4%1.346%
11/13/2023LPL Financial LLC460,646$14.35M0.0%-20.9%15.884%
11/13/2023Envestnet Asset Management Inc.274,003$8.54M0.0%-2.0%9.448%
11/13/2023 Envestnet Portfolio Solutions Inc.17,450$544K0.0%N/A0.602%
11/13/2023Kestra Advisory Services LLC74,056$2.31M0.0%+25.8%2.554%
11/8/2023Atria Wealth Solutions Inc.62,710$1.95M0.0%-6.0%2.162%
11/8/2023 Avantax Advisory Services Inc.58,030$1.81M0.0%+21.3%2.001%
11/4/2023 NBC Securities Inc.1,014$31K0.0%N/A0.035%
11/1/2023 Orion Portfolio Solutions LLC45,287$1.41M0.0%-6.5%1.562%
10/27/2023 Financial Advocates Investment Management25,309$788K0.1%-3.8%0.873%
10/24/2023 Raymond James & Associates16,719$521K0.0%-12.5%0.577%
10/24/2023 Cambridge Investment Research Advisors Inc.261,695$8.15M0.0%-21.0%9.024%
10/23/2023Commonwealth Equity Services LLC18,793$585K0.0%-19.9%0.648%
10/20/2023Golden State Equity Partners160,699$5.04M1.4%+9.8%5.541%
10/12/2023IFP Advisors Inc9,338$291K0.0%+61.1%0.322%
10/12/2023 HBW Advisory Services LLC1,804$56K0.0%N/A0.062%
8/11/2023Kestra Advisory Services LLC58,846$1.94M0.0%+8.5%1.995%
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8/10/2023Cetera Advisors LLC17,812$586K0.0%-16.0%0.604%
8/10/2023Cetera Advisor Networks LLC88,432$2.91M0.0%-5.2%2.998%
8/10/2023Cetera Investment Advisers105,559$3.48M0.0%-4.2%3.578%
8/4/2023Envestnet Asset Management Inc.279,631$9.21M0.0%-3.1%9.479%
8/4/2023IFP Advisors Inc5,796$132K0.0%+5.7%0.196%
8/3/2023Atria Wealth Solutions Inc.66,740$2.20M0.0%+42.2%2.262%
8/1/2023Truist Financial Corp259,751$8.55M0.0%-1.6%8.805%
7/31/2023LPL Financial LLC582,217$19.17M0.0%+4.3%19.736%
7/25/2023 Raymond James & Associates19,101$629K0.0%+10.9%0.647%
7/21/2023 Kovack Advisors Inc.11,350$374K0.0%-6.6%0.385%
7/13/2023 Cambridge Investment Research Advisors Inc.331,139$10.90M0.0%+2.6%11.225%
6/1/2023Golden State Equity Partners69,314$2.23M1.2%N/A2.350%
5/11/2023 Cambridge Investment Research Advisors Inc.322,707$10.42M0.1%-5.7%10.939%
5/11/2023 Financial Advocates Investment Management28,413$917K0.1%-1.2%0.963%
5/11/2023Envestnet Asset Management Inc.288,540$9.32M0.0%+0.3%9.781%
5/10/2023 Private Advisor Group LLC11,605$375K0.0%N/A0.393%
5/10/2023LPL Financial LLC557,952$18.01M0.0%-14.5%18.914%
5/5/2023Truist Financial Corp263,895$8.52M0.0%-1.4%8.946%
4/28/2023 Avantax Advisory Services Inc.42,908$1.39M0.0%+229.2%1.455%
4/27/2023 Benjamin F. Edwards & Company Inc.7,884$255K0.0%N/A0.267%
4/21/2023 Kovack Advisors Inc.12,150$392K0.1%-3.2%0.412%
4/18/2023IFP Advisors Inc5,486$125K0.0%-84.0%0.186%
4/14/2023 Raymond James & Associates17,224$556K0.0%-70.0%0.584%
2/13/2023Atria Wealth Solutions Inc.46,938$1.55M0.0%+40.7%1.539%
2/8/2023 Raymond James & Associates57,443$1.90M0.0%-1.0%1.883%
2/8/2023 Belpointe Asset Management LLC54,460$1.80M0.1%-7.3%1.786%
2/8/2023 Orion Portfolio Solutions LLC50,573$1.67M0.1%-3.1%1.658%
2/8/2023 Cambridge Investment Research Advisors Inc.342,107$11.30M0.1%-1.2%11.217%
2/7/2023LPL Financial LLC652,220$21.55M0.0%+27.3%21.384%
2/7/2023IFP Advisors Inc34,237$783K0.0%+46.1%1.123%
2/7/2023Envestnet Asset Management Inc.287,694$9.50M0.0%-1.0%9.433%
1/31/2023Kestra Advisory Services LLC90,299$2.98M0.0%+72.0%2.961%
1/12/2023 OneAscent Financial Services LLC9,476$313K0.1%N/A0.306%
11/15/2022 Financial Advocates Investment Management30,794$914K0.1%-2.8%1.010%
11/15/2022 Belpointe Asset Management LLC58,731$1.74M0.1%-11.9%1.926%
11/10/2022Envestnet Asset Management Inc.290,728$8.63M0.0%+3.3%9.532%
11/10/2022Tower Research Capital LLC TRC5,480$163K0.0%-74.9%0.180%
11/9/2022 Orion Portfolio Solutions LLC52,191$1.55M0.1%-3.6%1.711%
11/8/2022IFP Advisors Inc23,439$538K0.0%+30.0%0.768%
11/2/2022 Avantax Advisory Services Inc.11,780$350K0.0%-7.4%0.386%
11/1/2022Kestra Advisory Services LLC52,501$1.56M0.0%-13.3%1.721%
10/27/2022Prospera Financial Services Inc13,715$407K0.0%-44.7%0.450%
10/27/2022 Money Concepts Capital Corp1,352$40K0.0%N/A0.044%
10/25/2022 Raymond James & Associates58,035$1.72M0.0%+35.9%2.036%
10/17/2022 Cambridge Investment Research Advisors Inc.346,180$10.28M0.1%-2.9%12.364%
10/14/2022 Private Advisor Group LLC11,605$344K0.0%N/A0.414%
10/5/2022 HBW Advisory Services LLC2,360$70K0.0%N/A0.087%
8/15/2022Atria Wealth Solutions Inc.38,410$1.23M0.0%+102.0%1.280%
8/13/2022Flow Traders U.S. LLC9,229$295K0.0%N/A0.308%
8/12/2022LPL Financial LLC704,070$22.50M0.0%+31.1%23.469%
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8/12/2022 Financial Advocates Investment Management31,693$1.01M0.1%+1.7%1.056%
8/11/2022Cetera Advisor Networks LLC17,817$570K0.0%+10.9%0.594%
8/3/2022Envestnet Asset Management Inc.281,521$9.00M0.0%-54.2%9.384%
8/2/2022 Belpointe Asset Management LLC66,676$2.13M0.1%+10.3%2.223%
8/2/2022 Avantax Advisory Services Inc.12,720$407K0.0%-63.1%0.424%
7/27/2022 Advisor Resource Council14,356$459K0.0%N/A0.479%
7/14/2022 Orion Portfolio Solutions LLC54,114$1.73M0.1%-47.3%1.834%
7/13/2022 Cambridge Investment Research Advisors Inc.356,609$11.40M0.1%-56.9%12.513%
5/19/2022 Orion Portfolio Solutions LLC102,646$3.57M0.1%+0.9%3.422%
5/18/2022Golden State Equity Partners112,678$3.92M1.7%+3.0%3.756%
(Data available from 1/1/2016 forward)

HUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HUSV shares?

During the previous two years, 33 institutional investors and hedge funds held shares of First Trust Horizon Managed Volatility Domestic ETF. The most heavily invested institutionals were LPL Financial LLC ($14.35M), Cambridge Investment Research Advisors Inc. ($13.00M), Envestnet Asset Management Inc. ($8.54M), Truist Financial Corp ($6.67M), Golden State Equity Partners ($4.81M), Cetera Investment Advisers ($3.48M), and Cetera Advisor Networks LLC ($2.91M).Learn more on HUSV's institutional investors.

Which institutional investors have been buying First Trust Horizon Managed Volatility Domestic ETF stock?

Of the 26 institutional investors that purchased First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($331.22K), Cambridge Investment Research Advisors Inc. ($118.50K), Golden State Equity Partners ($86.91K), Kestra Advisory Services LLC ($57.60K), Atria Wealth Solutions Inc. ($52.77K), Avantax Advisory Services Inc. ($48.56K), and International Assets Investment Management LLC ($44.90K).

How much institutional buying is happening at First Trust Horizon Managed Volatility Domestic ETF?

Institutional investors have bought a total of 929,803 shares in the last 24 months. This purchase volume represents approximately $30.52M in transactions.

Which First Trust Horizon Managed Volatility Domestic ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold First Trust Horizon Managed Volatility Domestic ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($602.39K), Envestnet Asset Management Inc. ($351.20K), LPL Financial LLC ($215.84K), Orion Portfolio Solutions LLC ($60.43K), Raymond James & Associates ($44.52K), IFP Advisors Inc ($28.75K), and Avantax Advisory Services Inc. ($22.67K).

How much institutional selling is happening at First Trust Horizon Managed Volatility Domestic ETF?

Institutional investors have sold a total of 1,444,840 shares in the last 24 months. This volume of shares sold represents approximately $46.12M in transactions.


This page (NYSEARCA:HUSV) was last updated on 5/11/2024 by MarketBeat.com Staff

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