Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / HORIZON MNGD ETF
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1,348,412
-
Shares change
-
+114,523
-
Total reported value, excl. options
-
$36,352,728
-
Value change
-
+$3,065,167
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Number of buys
-
15
-
Number of sells
-
-15
-
Price
-
$26.96
Significant Holders of FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF (HDMV) as of Q3 2023
35 filings reported holding HDMV - FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF as of Q3 2023.
FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF (HDMV) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,348,412 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (199,012 shares), Golden State Equity Partners (183,593 shares), Cambridge Investment Research Advisors, Inc. (168,101 shares), LPL Financial LLC (148,219 shares), Sigma Planning Corp (98,648 shares), Cetera Investment Advisers (98,101 shares), OSAIC HOLDINGS, INC. (64,276 shares), Cetera Advisor Networks LLC (50,932 shares), RAYMOND JAMES & ASSOCIATES (46,282 shares), and Orion Porfolio Solutions, LLC (42,974 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.