First Trust Horizon ManagedHSMVETF
13F holders, Q2 2025 (June 30)17holders −2
1new positions
2sold out
$35.85avg. 13F price*
At the end of Q2 2025, 17 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, down 2 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($6.8M), Cetera Investment Advisers ($5.6M) and LPL Financial LLC ($5.1M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $105K |
| Exits | 2 | $336K |
All 13F filers, Q1 2025 → Q2 2025: 32,341 shares bought and 39,144 shares sold, net −6,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 189,446 | $6.8M |
| Cetera Investment Advisers | 0.01% | Add +5.6% | 155,405 | $5.6M |
| LPL Financial LLC | 0.00% | Add +8.0% | 143,420 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.2% | 136,958 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.1% | 31,056 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +10.3% | 13,379 | $480K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.5% | 10,193 | $365K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.3% | 9,918 | $356K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 9,096 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -54.1% | 7,997 | $287K |
| Certior Financial Group, LLC | 0.21% | Reduce -1.7% | 7,710 | $276K |
| Osaic Holdings, Inc. | 0.00% | Add +226.3% | 5,224 | $187K |
| UBS Group AG | 0.00% | New | 2,934 | $105K |
| Rossby Financial, LCC | 0.00% | No change | 244 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Horizon Investments, LLC | 0.00% | No change | 35 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 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.