Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / First Trust Horizon Managed Volatility Small/Mid ETF
-
Shares outstanding
-
751,686
-
Total 13F shares
-
714,660
-
Share change
-
-53,723
-
Total reported value
-
$22,913,190
-
Price per share
-
$32.10
-
Number of holders
-
17
-
Value change
-
-$1,614,524
-
Number of buys
-
5
-
Number of sells
-
13
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q4 2023
As of 31 Dec 2023,
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
714,660 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Cetera Investment Advisers, Cetera Advisor Networks LLC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Tower Research Capital LLC (TRC), Envestnet Portfolio Solutions, Inc., and Cetera Advisors LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.