First Trust Horizon ManagedHSMVETF
13F holders, Q1 2026 (March 31)16holders −1
1new positions
2sold out
$36.17avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding First Trust Horizon Managed (HSMV) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($8.0M), Cetera Investment Advisers ($6.7M) and LPL Financial LLC ($6.2M).
- Company
- First Trust Horizon Managed
- CUSIP
- 33741Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 2 | $226K |
All 13F filers, Q4 2025 → Q1 2026: 38,588 shares bought and 33,049 shares sold, net +5,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Envestnet Asset Management Inc. | 0.00% | Add +4.9% | 221,618 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +5.2% | 184,609 | $6.7M |
| LPL Financial LLC | 0.00% | Add +5.4% | 171,828 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.6% | 153,022 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.6% | 143,413 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.5% | 28,353 | $1.0M |
| Principal Securities, Inc. | 0.01% | Add +6.9% | 16,550 | $599K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -65.3% | 13,157 | $476K |
| Certior Financial Group, LLC | 0.18% | Reduce -5.0% | 7,830 | $283K |
| Osaic Holdings, Inc. | 0.00% | Add +6.4% | 3,727 | $135K |
| Royal Bank of Canada | 0.00% | New | 339 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 286 | $10K |
| Truvestments Capital LLC | 0.00% | No change | 227 | $8K |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 128 | $5K |
| UBS Group AG | 0.00% | Reduce -99.7% | 3 | $109 |
| 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.