First Trust Horizon ManagedHSMVETF
13F holders, Q4 2024 (December 31)19holders
1new positions
2sold out
$35.70avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($6.5M), Cetera Investment Advisers ($5.3M) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $54 |
| Exits | 2 | $31K |
All 13F filers, Q3 2024 → Q4 2024: 20,111 shares bought and 21,262 shares sold, net −1,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 180,818 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 146,750 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.6% | 135,221 | $4.8M |
| LPL Financial LLC | 0.00% | Add +4.2% | 126,727 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -26.7% | 34,967 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 33,257 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -1.2% | 33,257 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +12.9% | 18,333 | $656K |
| Principal Securities, Inc. | 0.01% | Add +2.5% | 12,127 | $434K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +23.4% | 9,772 | $350K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.7% | 9,600 | $344K |
| Bank of New York Mellon Corp | 0.00% | Add +13.3% | 8,999 | $322K |
| Certior Financial Group, LLC | 0.24% | — | 7,695 | $276K |
| Osaic Holdings, Inc. | 0.00% | Add +50.7% | 8,035 | $203K |
| UBS Group AG | 0.00% | Reduce -57.7% | 295 | $11K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 65 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 35 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $54 |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.