First Trust Horizon ManagedHSMVETF
13F holders, Q1 2024 (March 31)18holders
$33.95avg. 13F price*
At the end of Q1 2024, 18 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($6.0M), Cetera Investment Advisers ($5.0M) and Cambridge Investment Research Advisors, Inc. ($4.8M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $220K |
| Exits | 0 | $0 |
Ownership 18 holders
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 176,245 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +68.0% | 148,006 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.9% | 142,127 | $4.8M |
| LPL Financial LLC | 0.00% | Add +5.7% | 110,023 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.9% | 35,284 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.9% | 35,284 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.2% | 19,278 | $655K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -41.9% | 13,587 | $461K |
| Principal Securities, Inc. | 0.01% | Add +13.1% | 10,762 | $365K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +13.0% | 9,915 | $337K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.0% | 9,073 | $308K |
| Bank of New York Mellon Corp | 0.00% | New | 6,191 | $210K |
| Osaic Holdings, Inc. | 0.00% | Add +98.8% | 3,223 | $109K |
| Cwm, LLC | 0.00% | New | 284 | $10K |
| UBS Group AG | 0.00% | Reduce -84.6% | 131 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 35 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $67 |
| FMR LLC | 0.00% | New | 1 | $34 |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.