Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / First Trust Horizon Managed Volatility Small/Mid ETF
-
Shares outstanding
-
751,686
-
Total 13F shares
-
723,586
-
Share change
-
+4,071
-
Total reported value
-
$24,145,118
-
Price per share
-
$33.37
-
Number of holders
-
16
-
Value change
-
+$135,739
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q2 2024
As of 30 Jun 2024,
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
723,586 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Orion Porfolio Solutions, LLC, Orion Portfolio Solutions, LLC, Envestnet Portfolio Solutions, Inc., PRINCIPAL SECURITIES, INC., Atria Wealth Solutions, Inc., and AVANTAX ADVISORY SERVICES, INC..
This page lists
16
institutional shareholders reporting positions in this security
for the Q2 2024 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.