Atria Wealth Solutions’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Atria Wealth Solutions’s Portfolio HSMV Stock Details HSMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,165	Closed	-$330K	–	1664
2025 Q1	$330K	Sell	9,165 -607	-6%	-$21.8K	﹤0.01%	1418
2024 Q4	$350K	Buy	9,772 +1,851	+23%	+$68.7K	﹤0.01%	1452
2024 Q3	$290K	Sell	7,921 -2,993	-27%	-$106K	﹤0.01%	1537
2024 Q2	$364K	Buy	10,914 +999	+10%	+$33.2K	﹤0.01%	1390
2024 Q1	$337K	Buy	9,915 +1,144	+13%	+$36.9K	﹤0.01%	1481
2023 Q4	$282K	Buy	8,771 +1,529	+21%	+$46K	﹤0.01%	1539
2023 Q3	$213K	Buy	7,242 +112	+2%	+$3.46K	﹤0.01%	1661
2023 Q2	$221K	Sell	7,130 -631	-8%	-$19.1K	﹤0.01%	1629
2023 Q1	$239K	Buy	7,761 +943	+14%	+$29.9K	﹤0.01%	1556
2022 Q4	$212K	Buy	+6,818	New	+$210K	﹤0.01%	1580

Other funds holding HSMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Atria Wealth Solutions's HSMV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q2 2025, closing a stake of 9,165 shares — an estimated $330K sold.

Atria Wealth Solutions first reported a position in HSMV in Q4 2022 and held it in 10 quarters. The position peaked at $364K in Q2 2024. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 9,165 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2025, an estimated $330K.
Atria Wealth Solutions first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q4 2022 and held it in 10 quarters.
Atria Wealth Solutions's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $364K in Q2 2024.
17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.