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First Trust Horizon Managed (HSMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
UBS Group AG
INCREASED
Shares794 from 278
Change+516 (+186%)
Value$28.0K (+$17.3K)
Filed 2026-11-10
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$33 (-$3)
Filed 2026-11-06
LPL Financial LLC
CLOSED
Shares0 from 178,434
Change-178,434 (-100%)
Value$0 (-$6.8M)
Filed 2026-11-06
Bank of New York Mellon Corp
CLOSED
Shares0 from 153,389
Change-153,389 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 151,753
Change-151,753 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-02
Certior Financial Group, LLC
CLOSED
Shares0 from 7,544
Change-7,544 (-100%)
Value$0 (-$288.7K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$16.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 286
Change-286 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-02
US Bancorp \de\
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 285,847
Change-285,847 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 188,638
Change-188,638 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 42,691
Change-42,691 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,475
Change-27,475 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,509
Change-16,509 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
UBS Group AG
INCREASED794278+516+186%$10.6K$28.0K+$17.3K2026-11-10
Russell Investments Group, Ltd.
UNCHANGED1100%$36$33-$32026-11-06
LPL Financial LLC
CLOSED0178,434-178,434-100%$6.8M$0-$6.8M2026-11-06
Bank of New York Mellon Corp
CLOSED0153,389-153,389-100%$5.9M$0-$5.9M2026-11-05
Cambridge Investment Research Advisors, Inc.
CLOSED0151,753-151,753-100%$5.8M$0-$5.8M2026-11-02
Certior Financial Group, LLC
CLOSED07,544-7,544-100%$288.7K$0-$288.7K2026-10-19
Silver Grove Financial Group, Inc.
CLOSED0417-417-100%$16.0K$0-$16.0K2026-11-05
International Assets Investment Management, LLC
CLOSED0286-286-100%$10.9K$0-$10.9K2026-11-02
US Bancorp \de\
CLOSED0123-123-100%$4.7K$0-$4.7K2026-11-05
Envestnet Asset Management Inc
N/A—285,847-285,847-100%$10.9M———
Cetera Investment Advisers
N/A—188,638-188,638-100%$7.2M———
Tower Research Capital LLC (TRC)
N/A—42,691-42,691-100%$1.6M———
Orion Porfolio Solutions, LLC
N/A—27,475-27,475-100%$1.1M———
Principal Securities, Inc.
N/A—16,509-16,509-100%$631.9K———
Osaic Holdings, Inc.
N/A—4,187-4,187-100%$160.3K———
Truvestments Capital LLC
N/A—227-227-100%$8.7K———
Horizon Investments, LLC
N/A—64-64-100%$2.4K———
Showing 17 of 17 institutions