Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / First Trust Horizon Managed Volatility Domestic ETF
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Shares outstanding
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2.39M
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Number of holders
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37
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Total 13F shares, excl. options
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1.99M
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Shares change
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-189K
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Total reported value, excl. options
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$66.8M
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Value change
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-$6.22M
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Number of buys
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11
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Number of sells
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-28
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Price
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$33.56
Significant Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV) as of Q4 2023
44 filings reported holding HUSV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF as of Q4 2023.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Domestic ETF (HUSV) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.99M shares
of 2.39M outstanding shares and own 83.21% of the company stock.
Largest 10 shareholders include LPL Financial LLC (400K shares), ENVESTNET ASSET MANAGEMENT INC (268K shares), Cambridge Investment Research Advisors, Inc. (253K shares), TRUIST FINANCIAL CORP (199K shares), Golden State Equity Partners (143K shares), Cetera Investment Advisers (102K shares), AVANTAX ADVISORY SERVICES, INC. (61.8K shares), Atria Wealth Solutions, Inc. (60.8K shares), Cetera Advisor Networks LLC (54.4K shares), and Kestra Advisory Services, LLC (49.2K shares).
This table shows the top 37 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.