Avantax Advisory Services’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $344K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $308K | Buy |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $338K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $229K | Sell |
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|
2021
Q2 | $230K | Buy |
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