First Trust Horizon ManagedHSMVETF
13F holders, Q4 2025 (December 31)17holders
2new positions
2sold out
$35.65avg. 13F price*
At the end of Q4 2025, 17 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($7.5M), Cetera Investment Advisers ($6.3M) and LPL Financial LLC ($5.8M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $10K |
| Exits | 2 | $272K |
All 13F filers, Q3 2025 → Q4 2025: 72,704 shares bought and 9,489 shares sold, net +63,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 211,235 | $7.5M |
| Cetera Investment Advisers | 0.01% | Add +2.6% | 175,477 | $6.3M |
| LPL Financial LLC | 0.00% | Add +7.5% | 163,070 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 150,687 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.1% | 137,123 | $4.9M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +595.4% | 37,863 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.7% | 29,065 | $1.0M |
| Principal Securities, Inc. | 0.01% | Add +10.1% | 15,488 | $552K |
| Certior Financial Group, LLC | 0.20% | Add +2.8% | 8,246 | $294K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.4% | 6,327 | $226K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 3,502 | $125K |
| UBS Group AG | 0.00% | Reduce -47.0% | 890 | $32K |
| International Assets Investment Management, LLC | 0.00% | New | 286 | $10K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Horizon Investments, LLC | 0.00% | No change | 64 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $70 |
| 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.