HUSV institutional holders

First Trust Horizon Managed Volatility Domestic ETF · 50 reporting institutions · $59.7M reported value

Funds that can replace HUSV · HUSV return decomposition

Institutional holdings

Institutions reporting HUSV, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of New York Mellon Corp$16.5M02026-06-30
Envestnet Pmc$10.9M602026-06-30
Cetera Investment Advisers$5.3M10,3702026-06-30
Golden State Wealth Management, LLC$4.4M472026-06-30
Lpl Financial LLC$4.3M23,4582026-06-30
Asset Allocation Strategies LLC$2.8M402026-06-30
Benjamin Edwards Inc$2.5M02026-06-30
Rfg Advisory, LLC$1.8M1912026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Goldman Sachs Group Inc$1.2M02026-06-30
Citadel Advisors LLC$1M02026-06-30
Lasalle St. Investment Advisors, LLC$927.9K1612026-06-30
Truist Financial Corp$875.2K02026-06-30
Raymond James Financial Inc$736.2K02026-06-30
Carlson Financial, Inc.$572.9K42026-06-30
Two Sigma Investments, LP$540.9K02026-06-30
Royal Bank of Canada$435K02026-06-30
J.W. Cole Advisors, Inc.$392.9K4992026-06-30
Hightower Advisors, LLC$381.3K1,0462026-06-30
Gts Securities LLC$311.9K02026-06-30
United Advisor Group, LLC$262.3K582026-06-30
Morgan Stanley$245.6K23,1852026-06-30
Oppenheimer & Co. Inc.$229.3K1,1662026-06-30
Orion Porfolio Solutions, LLC$222K1992026-06-30
Kovack Advisors, Inc.$211.9K2582026-06-30
Prospera Financial Services, Inc.$208.6K2702026-06-30
Capital Investment Advisory Services, LLC$205.8K1032026-06-30
Osaic Holdings, Inc.$181.3K02026-06-30
Farther Finance Advisors, LLC$128.4K3342026-06-30
Smartleaf Asset Management LLC$103.2K92026-06-30
Assetmark, Inc$82.5K2202026-06-30
International Assets Investment Management, LLC$53.5K1222026-06-30
Arax Advisory Partners$34.1K2322026-06-30
Ifp Advisors, Inc$24.9K3182026-06-30
Lanark Financial, Inc.$22.1K692026-06-30
New. Advisory Services, LLC$20K152026-06-30
US Bancorp$15.8K02026-06-30
UBS Group AG$12.5K02026-06-30
Truvestments Capital LLC$10.3K162026-06-30
Harbour Investments, Inc.$7.9K2472026-06-30
Ae Wealth Management LLC$7.4K4712026-06-30
Advisornet Wealth Partners$5.3K582026-06-30
Spire Wealth Management$4.9K32026-06-30
Kingdom Financial Group Llc.$3.8K152026-06-30
Larson Financial Group LLC$3.2K672026-06-30
Cambridge Investment Research Advisors, Inc.$2K3,9402026-03-31
Steward Partners Investment Advisory, LLC$2K4812026-06-30
Horizon Investments, LLC$746272026-06-30
Wells Fargo & Company/mn$6702026-06-30
Russell Investments Group, Ltd.$3702026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30