First Trust Horizon ManagedHSMVETF
13F holders, Q2 2026 (June 30)17holders +1
2new positions
1sold out
$38.27avg. 13F price*
At the end of Q2 2026, 17 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($10.9M), Cetera Investment Advisers ($7.2M) and LPL Financial LLC ($6.8M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $21K |
| Exits | 1 | $12K |
All 13F filers, Q1 2026 → Q2 2026: 115,649 shares bought and 2,877 shares sold, net +112,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Envestnet Asset Management Inc. | 0.00% | Add +29.0% | 285,847 | $10.9M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 188,638 | $7.2M |
| LPL Financial LLC | 0.00% | Add +3.8% | 178,434 | $6.8M |
| Bank of New York Mellon Corp | 0.00% | Add +7.0% | 153,389 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 151,753 | $5.8M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +224.5% | 42,691 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.1% | 27,475 | $1.1M |
| Principal Securities, Inc. | 0.01% | Reduce -0.3% | 16,509 | $632K |
| Certior Financial Group, LLC | 0.16% | Reduce -3.6% | 7,544 | $289K |
| Osaic Holdings, Inc. | 0.00% | Add +12.3% | 4,187 | $160K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 417 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 286 | $11K |
| UBS Group AG | 0.00% | Add +9166.7% | 278 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $9K |
| US Bancorp \de | 0.00% | New | 123 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 64 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.