First Trust Ownership
| HSMV Etf | USD 36.40 0.47 1.27% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
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First Etf Ownership Analysis
First Trust is is formed as Regulated Investment Company in the United States. ETF is managed and operated by The Bank of New York Mellon Corporation. The fund has 152 constituents across multiple sectors and instustries. The fund charges 0.8 percent management fee with a total expences of 0.8 percent of total asset. The fund retains 99.5% of assets under management (AUM) in equities. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in small- andor mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. FT Horizon is traded on NYSEARCA Exchange in the United States. To learn more about First Trust Horizon call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on First Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding First Trust , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| SNX | Synnex | Stock | |
| SEIC | SEI Investments | Stock | |
| OGE | OGE Energy | Stock | |
| HMN | Horace Mann Educators | Stock | |
| CIEN | Ciena Corp | Stock | |
| GMED | Globus Medical | Stock | |
| FDS | FactSet Research Systems | Stock | |
| TECH | Bio Techne Corp | Stock | |
| RYN | Rayonier | Stock | |
| SPSC | SPS Commerce | Stock | |
| FSS | Federal Signal | Stock | |
| HR | Healthcare Realty Trust | Stock | |
| ESE | ESCO Technologies | Stock | |
| PSMT | PriceSmart | Stock | |
| SJI | South Jersey Industries | Stock | |
| ATR | AptarGroup | Stock | |
| POST | Post Holdings | Stock | |
| PNM | PNM Old | Stock | |
| MSM | MSC Industrial Direct | Stock | |
| REXR | Rexford Industrial Realty | Stock | |
| RLI | RLI Corp | Stock | |
| PRGS | Progress Software | Stock | |
| CRL | Charles River Laboratories | Stock | |
| TR | Tootsie Roll Industries | Stock | |
| AMPH | Amphastar P | Stock | |
| PPC | Pilgrims Pride Corp | Stock | |
| CSGS | CSG Systems International | Stock | |
| MUSA | Murphy USA | Stock |
First Trust Outstanding Bonds
First Trust issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Trust Horizon uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Trust Horizon has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Thematic Opportunities
Explore Investment Opportunities
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in First Trust Horizon. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
The market value of First Trust Horizon is measured differently than its book value, which is the value of First that is recorded on the company's balance sheet. Investors also form their own opinion of First Trust's value that differs from its market value or its book value, called intrinsic value, which is First Trust's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because First Trust's market value can be influenced by many factors that don't directly affect First Trust's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between First Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Trust's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.