Public ownership evidence

First Trust Horizon Managed Volatility Domestic ETF (HUSV) Ownership Disclosures

Read HUSV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

First Trust Horizon Managed Volatility Domestic ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
CARLSON FINANCIAL, INC.
Report period
2026-06-30
Available
2026-08-25
Reported shares
14,584
Value (USD)
$572,860
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002085853-26-001066
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HUSV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HUSV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CARLSON FINANCIAL, INC.2026-06-302026-08-2514,584$572,860None
CARLSON FINANCIAL, INC.2026-03-312026-08-2515,695$601,821None
CARLSON FINANCIAL, INC.2025-12-312026-08-2517,327$670,430None
Asset Allocation Strategies LLC2026-06-302026-08-1871,103$2,792,709None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,616$181,336None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,652$221,994None
GTS SECURITIES LLC2026-06-302026-08-157,940$311,859None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1538,508$1,512,483None
ROYAL BANK OF CANADA2026-06-302026-08-1511,078$435,000None
CITADEL ADVISORS LLC2026-06-302026-08-1526,679$1,047,874None
Larson Financial Group LLC2026-06-302026-08-1581$3,182None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1513,771$540,885None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1529,376$1,153,804None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,522$99,057None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1516,221$637,114None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152$67None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1450$1,964None
UBS Group AG2026-06-302026-08-14318$12,490None
Horizon Investments, LLC2026-06-302026-08-1419$746None
MORGAN STANLEY2026-06-302026-08-142$93None
MORGAN STANLEY2026-06-302026-08-146,251$245,521None
Smartleaf Asset Management LLC2026-06-302026-08-132,621$103,195None
Truvestments Capital LLC2026-06-302026-08-13263$10,330None
Cetera Investment Advisers2026-06-302026-08-13136,124$5,346,553None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13200$7,855None
US BANCORP \DE\2026-06-302026-08-13401$15,750None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-1223,625$927,910None
Arax Advisory Partners2026-06-302026-08-11869$34,132None
Kingdom Financial Group LLC.2026-06-302026-08-0897$3,798None
LPL Financial LLC2026-06-302026-08-08108,800$4,273,355None
N.E.W. Advisory Services LLC2026-06-302026-08-07509$19,992None
Bank of New York Mellon Corp2026-06-302026-08-072$89None
Bank of New York Mellon Corp2026-06-302026-08-07447$17,557None
Bank of New York Mellon Corp2026-06-302026-08-07419,347$16,470,716None
Russell Investments Group, Ltd.2026-06-302026-08-071$37None
HighTower Advisors, LLC2026-06-302026-08-069,709$381,344None
AE Wealth Management LLC2026-06-302026-08-04188$7,384None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04277,623$10,904,223None
OPPENHEIMER & CO INC2026-06-302026-08-045,838$229,300None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3148,975$1,924,000None
ASSETMARK, INC2026-06-302026-07-312,100$82,482None
United Advisor Group, LLC2026-06-302026-07-306,678$262,286None
Kovack Advisors, Inc.2026-06-302026-07-305,350$211,901None
TRUIST FINANCIAL CORP2026-06-302026-07-2922,283$875,215None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2848,975$1,924,000None
BENJAMIN EDWARDS INC2026-06-302026-07-2564,598$2,537,179None
AdvisorNet Financial, Inc2026-06-302026-07-24134$5,263None
Capital Investment Advisory Services, LLC2026-06-302026-07-245,240$205,812None
Golden State Wealth Management, LLC2026-06-302026-07-237,173$281,735None
Golden State Wealth Management, LLC2026-06-302026-07-23104,201$4,092,722None

90-day public filing window, up to 50 source positions.

CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗CARLSON FINANCIAL, INC. ↗Asset Allocation Strategies LLC ↗OSAIC HOLDINGS, INC. ↗Orion Porfolio Solutions, LLC ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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