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

Cetera 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
2024 Q1	$743K	Buy	21,877 +5,359	+32%	+$173K	0.01%	1324
2023 Q4	$530K	Buy	16,518 +960	+6%	+$28.9K	0.01%	1090
2023 Q3	$458K	Buy	15,558 +339	+2%	+$10.5K	0.01%	1111
2023 Q2	$471K	Sell	15,219 -2,354	-13%	-$71.1K	0.01%	1087
2023 Q1	$542K	Sell	17,573 -351	-2%	-$11.1K	0.01%	976
2022 Q4	$556K	Buy	+17,924	New	+$551K	0.01%	924

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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 Advisors's HSMV Position: Q1 2024 in Review

Cetera Advisors increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 32% in Q1 2024, buying an estimated $173K and bringing the position to 21,877 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #1324.

Cetera Advisors 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 Advisors held 21,877 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $743K as of Q1 2024.
Cetera Advisors bought 5,359 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2024, an estimated $173K.
First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1324 holding.
Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.