First Trust Horizon ManagedHSMVETF
13F holders, Q3 2024 (September 30)19holders +3
4new positions
1sold out
$36.63avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($6.5M), Cetera Investment Advisers ($5.3M) and Cambridge Investment Research Advisors, Inc. ($5.2M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $65K |
| Exits | 1 | $9K |
All 13F filers, Q2 2024 → Q3 2024: 54,548 shares bought and 18,497 shares sold, net +36,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.0% | 177,309 | $6.5M |
| Cetera Investment Advisers | 0.01% | Reduce -3.0% | 143,394 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.3% | 141,725 | $5.2M |
| LPL Financial LLC | 0.00% | Add +8.5% | 121,654 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +639.4% | 47,699 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.6% | 33,648 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.6% | 33,648 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.3% | 16,232 | $595K |
| Principal Securities, Inc. | 0.01% | Add +5.1% | 11,825 | $433K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 9,437 | $346K |
| Bank of New York Mellon Corp | 0.00% | Add +10.2% | 7,946 | $291K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -27.4% | 7,921 | $290K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 5,333 | $195K |
| UBS Group AG | 0.00% | New | 697 | $26K |
| HBW Advisory Services LLC | 0.00% | New | 594 | $22K |
| Farther Finance Advisors, LLC | 0.00% | New | 248 | $9K |
| Truvestments Capital LLC | 0.00% | New | 227 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 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.