Atria Wealth Solutions’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,165
| Closed | -$330K | – | 1661 |
|
|
2025
Q1 | $330K | Sell |
9,165
-607
| -6% | -$21.9K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $350K | Buy |
9,772
+1,851
| +23% | +$66.3K | ﹤0.01% | 1431 |
|
|
2024
Q3 | $290K | Sell |
7,921
-2,993
| -27% | -$110K | ﹤0.01% | 1525 |
|
|
2024
Q2 | $364K | Buy |
10,914
+999
| +10% | +$33.3K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $337K | Buy |
9,915
+1,144
| +13% | +$38.8K | ﹤0.01% | 1473 |
|
|
2023
Q4 | $282K | Buy |
8,771
+1,529
| +21% | +$49.1K | ﹤0.01% | 1528 |
|
|
2023
Q3 | $213K | Buy |
7,242
+112
| +2% | +$3.3K | ﹤0.01% | 1649 |
|
|
2023
Q2 | $221K | Sell |
7,130
-631
| -8% | -$19.5K | ﹤0.01% | 1622 |
|
|
2023
Q1 | $239K | Buy |
7,761
+943
| +14% | +$29.1K | ﹤0.01% | 1547 |
|
|
2022
Q4 | $212K | Buy |
+6,818
| New | +$212K | ﹤0.01% | 1571 |
|