Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / HORIZON MNGD ETF
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
1,302,786
-
Shares change
-
-56,795
-
Total reported value, excl. options
-
$37,525,949
-
Value change
-
-$1,445,605
-
Number of buys
-
11
-
Number of sells
-
-20
-
Price
-
$28.83
Significant Holders of FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF (HDMV) as of Q4 2023
39 filings reported holding HDMV - FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF as of Q4 2023.
FIRST TR EXCH TRADED FD III - HORIZON MNGD ETF (HDMV) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,302,786 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (194,937 shares), Golden State Equity Partners (170,172 shares), Cambridge Investment Research Advisors, Inc. (162,754 shares), LPL Financial LLC (138,159 shares), Cetera Investment Advisers (95,316 shares), OSAIC HOLDINGS, INC. (64,596 shares), JANE STREET GROUP, LLC (60,940 shares), Cetera Advisor Networks LLC (49,239 shares), RAYMOND JAMES & ASSOCIATES (48,904 shares), and Orion Portfolio Solutions, LLC (41,689 shares).
This table shows the top 35 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.