Cambridge Investment Research Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.81M | Sell |
151,753
-1,269
| -0.8% | -$47.5K | 0.01% | 951 |
|
|
2026
Q1 | $5.54M | Buy |
153,022
+2,335
| +2% | +$86.4K | 0.01% | 910 |
|
|
2025
Q4 | $5.37M | Buy |
150,687
+7,741
| +5% | +$277K | 0.01% | 891 |
|
|
2025
Q3 | $5.2M | Buy |
142,946
+5,988
| +4% | +$217K | 0.01% | 884 |
|
|
2025
Q2 | $4.91M | Sell |
136,958
-1,703
| -1% | -$60.2K | 0.01% | 864 |
|
|
2025
Q1 | $4.99M | Buy |
138,661
+3,440
| +3% | +$124K | 0.02% | 808 |
|
|
2024
Q4 | $4.84M | Sell |
135,221
-6,504
| -5% | -$241K | 0.02% | 818 |
|
|
2024
Q3 | $5.19M | Buy |
141,725
+487
| +0.3% | +$17.2K | 0.02% | 777 |
|
|
2024
Q2 | $4.71M | Sell |
141,238
-889
| -0.6% | -$29.6K | 0.02% | 789 |
|
|
2024
Q1 | $4.83M | Sell |
142,127
-1,299
| -0.9% | -$41.9K | 0.02% | 769 |
|
|
2023
Q4 | $4.6M | Sell |
143,426
-4,017
| -3% | -$121K | 0.02% | 746 |
|
|
2023
Q3 | $4.34M | Sell |
147,443
-1,871
| -1% | -$57.8K | 0.02% | 721 |
|
|
2023
Q2 | $4.62M | Buy |
149,314
+437
| +0.3% | +$13.2K | 0.02% | 702 |
|
|
2023
Q1 | $4.59M | Sell |
148,877
-9,372
| -6% | -$298K | 0.02% | 678 |
|
|
2022
Q4 | $4.91M | Sell |
158,249
-39
| -0% | -$1.2K | 0.03% | 614 |
|
|
2022
Q3 | $4.45M | Buy |
158,288
+372
| +0.2% | +$11.5K | 0.03% | 626 |
|
|
2022
Q2 | $4.69M | Buy |
157,916
+1,633
| +1% | +$51.2K | 0.03% | 610 |
|
|
2022
Q1 | $5.19M | Sell |
156,283
-481
| -0.3% | -$15.8K | 0.02% | 612 |
|
|
2021
Q4 | $5.44M | Buy |
156,764
+1,890
| +1% | +$63.7K | 0.02% | 604 |
|
|
2021
Q3 | $4.95M | Sell |
154,874
-391
| -0.3% | -$12.8K | 0.02% | 618 |
|
|
2021
Q2 | $5.03M | Sell |
155,265
-728
| -0.5% | -$23.7K | 0.02% | 615 |
|
|
2021
Q1 | $4.89M | Sell |
155,993
-49,660
| -24% | -$1.5M | 0.03% | 572 |
|
|
2020
Q4 | $5.82M | Sell |
205,653
-21,385
| -9% | -$569K | 0.03% | 470 |
|
|
2020
Q3 | $5.51M | Sell |
227,038
-75,448
| -25% | -$1.88M | 0.04% | 428 |
|
|
2020
Q2 | $7.32M | Buy |
+302,486
| New | +$7.01M | 0.06% | 321 |
|
Other funds holding HSMV
Cambridge Investment Research Advisors's HSMV Position: Q2 2026 in Review
Cambridge Investment Research Advisors reduced its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 0.83% in Q2 2026, selling an estimated $47.5K and leaving 151,753 shares worth $5.81M. The position accounts for 0.01% of the portfolio, ranked #951.
Cambridge Investment Research Advisors first reported a position in HSMV in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.32M in Q2 2020. 3 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.
- Cambridge Investment Research Advisors held 151,753 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $5.81M as of Q2 2026.
- Cambridge Investment Research Advisors sold 1,269 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2026, an estimated $47.5K.
- First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #951 holding.
- Cambridge Investment Research Advisors first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q2 2020 and has held it in 25 quarters since.
- Cambridge Investment Research Advisors's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $7.32M in Q2 2020.
- 3 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.