First Trust Horizon ManagedHSMVETF
13F holders, Q3 2025 (September 30)17holders
1new positions
0sold out
$36.37avg. 13F price*
At the end of Q3 2025, 17 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($7.4M), Cetera Investment Advisers ($6.2M) and LPL Financial LLC ($5.5M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $263K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 173,263 shares bought and 10,251 shares sold, net +163,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 204,348 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +10.1% | 171,066 | $6.2M |
| LPL Financial LLC | 0.00% | Add +5.8% | 151,668 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.4% | 142,946 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1321.4% | 129,290 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.8% | 29,874 | $1.1M |
| Principal Securities, Inc. | 0.01% | Add +5.2% | 14,069 | $512K |
| Certior Financial Group, LLC | 0.20% | Add +4.1% | 8,024 | $292K |
| Two Sigma Investments, LP | 0.00% | New | 7,237 | $263K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.9% | 6,243 | $227K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -46.6% | 5,445 | $198K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.1% | 3,913 | $143K |
| UBS Group AG | 0.00% | Reduce -42.8% | 1,678 | $61K |
| Rossby Financial, LCC | 0.00% | No change | 244 | $9K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Horizon Investments, LLC | 0.00% | Add +82.9% | 64 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $34 |
"% of holder's portfolio" is HSMV's weight in each manager's 13F, not the share of First Trust Horizon Managed the manager owns.