Cetera Advisors’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $743K | Buy |
21,877
+5,359
| +32% | +$182K | 0.01% | 1324 |
|
|
2023
Q4 | $530K | Buy |
16,518
+960
| +6% | +$30.8K | 0.01% | 1090 |
|
|
2023
Q3 | $458K | Buy |
15,558
+339
| +2% | +$9.99K | 0.01% | 1111 |
|
|
2023
Q2 | $471K | Sell |
15,219
-2,354
| -13% | -$72.9K | 0.01% | 1087 |
|
|
2023
Q1 | $542K | Sell |
17,573
-351
| -2% | -$10.8K | 0.01% | 976 |
|
|
2022
Q4 | $556K | Buy |
+17,924
| New | +$556K | 0.01% | 924 |
|