First Trust Horizon ManagedHSMVETF
13F holders, Q1 2025 (March 31)19holders
3new positions
3sold out
$36.01avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($6.6M), Cetera Investment Advisers ($5.3M) and Cambridge Investment Research Advisors, Inc. ($5.0M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $15K |
| Exits | 3 | $13K |
All 13F filers, Q4 2024 → Q1 2025: 14,101 shares bought and 17,172 shares sold, net −3,071 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 183,876 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 147,218 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.5% | 138,661 | $5.0M |
| LPL Financial LLC | 0.00% | Add +4.8% | 132,863 | $4.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.6% | 33,064 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.6% | 33,064 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -24.2% | 26,500 | $954K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.0% | 17,416 | $627K |
| Principal Securities, Inc. | 0.01% | No change | 12,127 | $434K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.0% | 9,700 | $349K |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 9,331 | $336K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -6.2% | 9,165 | $330K |
| Certior Financial Group, LLC | 0.23% | Add +1.9% | 7,841 | $282K |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.1% | 1,601 | $58K |
| Rossby Financial, LCC | 0.00% | New | 244 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Cwm, LLC | 0.00% | New | 176 | $6K |
| Horizon Investments, LLC | 0.00% | No change | 35 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $33 |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.