AAS
HSMV icon

Avantax Advisory Services’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Avantax Advisory Services’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 		$356K Buy
9,918
+218
+2% +$7.71K ﹤0.01% 1793
2025
Q1 		$349K Buy
9,700
+100
+1% +$3.6K ﹤0.01% 1729
2024
Q4 		$344K Buy
9,600
+163
+2% +$6.05K ﹤0.01% 1693
2024
Q3 		$346K Buy
9,437
+231
+3% +$8.15K ﹤0.01% 1659
2024
Q2 		$307K Buy
9,206
+133
+1% +$4.42K ﹤0.01% 1684
2024
Q1 		$308K Buy
9,073
+87
+1% +$2.81K ﹤0.01% 1278
2023
Q4 		$288K Sell
8,986
-363
-4% -$10.9K ﹤0.01% 1252
2023
Q3 		$275K Sell
9,349
-671
-7% -$20.7K ﹤0.01% 1243
2023
Q2 		$310K Sell
10,020
-926
-8% -$28K ﹤0.01% 1168
2023
Q1 		$338K Buy
10,946
+821
+8% +$26.1K ﹤0.01% 1083
2022
Q4 		$314K Buy
10,125
+1,222
+14% +$37.6K ﹤0.01% 1086
2022
Q3 		$250K Buy
8,903
+29
+0.3% +$895 ﹤0.01% 1085
2022
Q2 		$263K Buy
8,874
+125
+1% +$3.92K ﹤0.01% 1067
2022
Q1 		$290K Buy
8,749
+1,463
+20% +$48K ﹤0.01% 1016
2021
Q4 		$253K Buy
7,286
+207
+3% +$6.98K ﹤0.01% 1063
2021
Q3 		$229K Sell
7,079
-29
-0.4% -$950 ﹤0.01% 1049
2021
Q2 		$230K Buy
+7,108
New +$232K ﹤0.01% 1015

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
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
PS
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Avantax Advisory Services's HSMV Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 2.2% in Q2 2025, buying an estimated $7.71K and bringing the position to 9,918 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Avantax Advisory Services first reported a position in HSMV in Q2 2021 and has held it in 17 quarters since. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2025.

  • Avantax Advisory Services held 9,918 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $356K as of Q2 2025.
  • Avantax Advisory Services bought 218 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2025, an estimated $7.71K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1793 holding.
  • Avantax Advisory Services first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q2 2021 and has held it in 17 quarters since.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.