First Trust Horizon ManagedHSMVETF
13F holders, Q2 2024 (June 30)16holders −2
0new positions
3sold out
$33.37avg. 13F price*
At the end of Q2 2024, 16 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, down 2 from Q1 2024. 0 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($6.0M), Cetera Investment Advisers ($4.9M) and Cambridge Investment Research Advisors, Inc. ($4.7M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $5K |
All 13F filers, Q1 2024 → Q2 2024: 13,070 shares bought and 8,999 shares sold, net +4,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 180,991 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -0.1% | 147,903 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.6% | 141,238 | $4.7M |
| LPL Financial LLC | 0.00% | Add +1.9% | 112,146 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.1% | 34,915 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.1% | 34,915 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.6% | 19,390 | $647K |
| Principal Securities, Inc. | 0.01% | Add +4.5% | 11,249 | $375K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +10.1% | 10,914 | $364K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.5% | 9,206 | $307K |
| Bank of New York Mellon Corp | 0.00% | Add +16.5% | 7,214 | $241K |
| Osaic Holdings, Inc. | 0.00% | Add +107.0% | 6,670 | $223K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.5% | 6,451 | $215K |
| Cwm, LLC | 0.00% | No change | 284 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | — | 65 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 35 | $1K |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.