Latest Period
Q2 2026
Security Snapshot
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV) Institutional Ownership
CUSIP: 33739P889
13F Institutional Holders and Ownership History from Q3 2016 to Q2 2026
Institutions Reporting
50
Shares (Excl. Options)
1,568,462
Price
$39.28
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- Security type / class
- Equity / First Trust Horizon Managed Volatility Domestic ETF
- Symbol
- HUSV
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,568,462
- Total 13F value
- $61,607,431
- Portfolio coverage rank
- 0%
- Share change
- +12,783
- Value change
- +$539,692
- Number of holders
- 50
- Shares outstanding
- 1,849,322
- SEC-reported price per share
- $41.03
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- HUSV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF is tracked under CUSIP 33739P889.
- 50 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 48 to 50 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $59,653,293 to $61,607,431.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 50 institutions filings for Q2 2026.
Security key
33739P889
Latest holder period
Q2 2026
13F holders
50
13D/G owners
2
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 33739P889:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
HUSV
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 1.5% | $1,458,397 | 37,223 | TRUIST FINANCIAL CORP | 30 Sep 2024 | |||
| Bank of New York Mellon Corp | 0% | -99% | $18,561 | -$17,373,588 | 448 | -100% | Bank of New York Mellon Corp | 31 Aug 2026 |
As of 30 Jun 2026, 50 institutional investors reported holding 1,568,462 shares of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV). This represents 85% of the company’s total 1,849,322 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
83%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 23% | 419,796 | -0.58% | 0% | $16,488,362 |
| ENVESTNET ASSET MANAGEMENT INC | 15% | 277,623 | +36% | 0% | $10,904,223 |
| Cetera Investment Advisers | 7.4% | 136,124 | +4.2% | 0% | $5,346,553 |
| Golden State Wealth Management, LLC | 6% | 111,374 | -4% | 0.4% | $4,374,457 |
| LPL Financial LLC | 5.9% | 108,800 | -0.07% | 0% | $4,273,355 |
| Asset Allocation Strategies LLC | 3.8% | 71,103 | -11% | 0.43% | $2,792,709 |
| BENJAMIN EDWARDS INC | 3.5% | 64,598 | +5.5% | 0.02% | $2,537,179 |
| Cambridge Investment Research Advisors, Inc. | 2.6% | 48,975 | -8.1% | 0% | $1,924,000 |
| RFG Advisory, LLC | 2.4% | 45,040 | +2.5% | 0.03% | $1,769,046 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.1% | 38,508 | +32% | 0% | $1,512,483 |
| GOLDMAN SACHS GROUP INC | 1.6% | 29,376 | +21% | 0% | $1,153,804 |
| CITADEL ADVISORS LLC | 1.4% | 26,679 | -32% | 0% | $1,047,874 |
| LaSalle St. Investment Advisors, LLC | 1.3% | 23,625 | -0.04% | 0.11% | $927,910 |
| TRUIST FINANCIAL CORP | 1.2% | 22,283 | +0.21% | 0% | $875,215 |
| RAYMOND JAMES FINANCIAL INC | 1% | 18,743 | -2.9% | 0% | $736,171 |
| CARLSON FINANCIAL, INC. | 0.79% | 14,584 | -7.1% | 0.29% | $572,860 |
| TWO SIGMA INVESTMENTS, LP | 0.74% | 13,771 | -61% | 0% | $540,885 |
| ROYAL BANK OF CANADA | 0.6% | 11,078 | -48% | 0% | $435,000 |
| J.W. COLE ADVISORS, INC. | 0.54% | 10,002 | 0.01% | $392,864 | |
| HighTower Advisors, LLC | 0.53% | 9,709 | +0.04% | 0% | $381,344 |
| GTS SECURITIES LLC | 0.43% | 7,940 | 0% | 0.01% | $311,859 |
| United Advisor Group, LLC | 0.36% | 6,678 | +0.13% | 0.03% | $262,286 |
| MORGAN STANLEY | 0.34% | 6,253 | +0.03% | 0% | $245,614 |
| OPPENHEIMER & CO INC | 0.32% | 5,838 | -0.48% | 0% | $229,300 |
| Orion Porfolio Solutions, LLC | 0.31% | 5,652 | 0% | $221,994 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
40
Latest
Q2 2026
Rows shown
1-25 of 40
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 1,568,462 | $61,607,431 | +$539,692 | $39.28 | 50 |
| 2026 Q1 | 1,555,679 | $59,653,293 | -$19,689,074 | $38.35 | 48 |
| 2025 Q4 | 2,051,254 | $79,373,761 | +$1,631,581 | $38.69 | 47 |
| 2025 Q3 | 2,007,750 | $79,979,464 | +$12,695,111 | $39.84 | 41 |
| 2025 Q2 | 1,745,785 | $69,716,817 | -$18,690,076 | $39.93 | 49 |
| 2025 Q1 | 2,251,230 | $90,300,237 | +$2,773,364 | $40.19 | 53 |
| 2024 Q4 | 2,186,175 | $81,746,156 | -$2,224,056 | $37.37 | 51 |
| 2024 Q3 | 2,042,149 | $78,092,436 | +$15,788,671 | $38.24 | 46 |
| 2024 Q2 | 1,656,977 | $58,662,335 | -$2,633,398 | $35.41 | 42 |
| 2024 Q1 | 1,587,842 | $56,811,708 | -$10,503,033 | $35.78 | 35 |
| 2023 Q4 | 2,034,263 | $68,270,679 | -$6,281,976 | $33.56 | 38 |
| 2023 Q3 | 2,214,887 | $69,032,135 | -$3,421,701 | $31.15 | 40 |
| 2023 Q2 | 2,306,264 | $75,908,632 | +$1,213,742 | $32.92 | 41 |
| 2023 Q1 | 2,270,099 | $73,229,734 | -$3,191,175 | $32.28 | 39 |
| 2022 Q4 | 2,292,812 | $75,744,284 | +$21,743,928 | $33.04 | 34 |
| 2022 Q3 | 1,636,428 | $48,576,231 | -$9,965,792 | $29.68 | 31 |
| 2022 Q2 | 1,967,794 | $62,891,539 | -$19,699,923 | $31.96 | 32 |
| 2022 Q1 | 2,767,104 | $96,190,438 | -$825,278 | $34.77 | 34 |
| 2021 Q4 | 2,769,353 | $99,342,789 | +$7,710,485 | $35.87 | 38 |
| 2021 Q3 | 2,553,792 | $81,586,321 | -$1,230,716 | $31.95 | 34 |
| 2021 Q2 | 2,592,485 | $82,325,000 | -$10,678,550 | $31.76 | 34 |
| 2021 Q1 | 2,928,698 | $87,834,000 | -$62,018,908 | $29.99 | 30 |
| 2020 Q4 | 4,999,601 | $144,423,000 | +$8,990,915 | $28.89 | 28 |
| 2020 Q3 | 5,130,194 | $140,257,000 | -$25,253,425 | $27.34 | 27 |
| 2020 Q2 | 5,962,883 | $151,574,000 | -$5,480,119 | $25.42 | 29 |