Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Cambridge Investment Research Advisors’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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

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. 17 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.
  • 17 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.