Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / First Trust Horizon Managed Volatility Small/Mid ETF
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Shares outstanding
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751,686
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Number of holders
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17
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Total 13F shares, excl. options
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876,337
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Shares change
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+163,012
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Total reported value, excl. options
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$31,875,395
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Value change
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+$5,929,042
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Number of buys
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9
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Number of sells
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5
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Price
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$36.37
Institutional Holders of FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) as of Q3 2025
17 filings reported holding HSMV - FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF as of 30 Sep 2025.
FIRST TRUST EXCHANGE-TRADED FUND III - First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 876,337 shares of stock of the company.
Largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Bank of New York Mellon Corp, Orion Porfolio Solutions, LLC, PRINCIPAL SECURITIES, INC., CERTIOR FINANCIAL GROUP, LLC, TWO SIGMA INVESTMENTS, LP, and Envestnet Portfolio Solutions, Inc..
This table shows the top 17 institutional shareholders of the security as of 30 Sep 2025.
| 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.