Cetera Advisor Networks’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.41M	Sell	41,550 -1,367	-3%	-$44.1K	0.01%	1220
2023 Q4	$1.38M	Sell	42,917 -1,551	-3%	-$46.7K	0.01%	1171
2023 Q3	$1.31M	Buy	44,468 +1,183	+3%	+$36.6K	0.01%	1108
2023 Q2	$1.34M	Buy	43,285 +1,594	+4%	+$48.2K	0.01%	1077
2023 Q1	$1.29M	Sell	41,691 -239	-0.6%	-$7.59K	0.01%	1084
2022 Q4	$1.3M	Buy	+41,930	New	+$1.29M	0.01%	1036

Other funds holding HSMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Cetera Advisor Networks's HSMV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 3.2% in Q1 2024, selling an estimated $44.1K and leaving 41,550 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1220.

Cetera Advisor Networks first reported a position in HSMV in Q4 2022 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold HSMV as of Q1 2024.

Cetera Advisor Networks held 41,550 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $1.41M as of Q1 2024.
Cetera Advisor Networks sold 1,367 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2024, an estimated $44.1K.
First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1220 holding.
Cetera Advisor Networks first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q4 2022 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.