Cetera Investment Advisers
HSMV icon

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

Cetera Investment Advisers’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 		$7.22M Buy
188,638
+4,029
+2% +$151K 0.01% 1353
2026
Q1 		$6.68M Buy
184,609
+9,132
+5% +$338K 0.01% 1316
2025
Q4 		$6.26M Buy
175,477
+4,411
+3% +$158K 0.01% 1310
2025
Q3 		$6.22M Buy
171,066
+15,661
+10% +$567K 0.01% 1264
2025
Q2 		$5.57M Buy
155,405
+8,187
+6% +$290K 0.01% 1125
2025
Q1 		$5.3M Buy
147,218
+468
+0.3% +$16.8K 0.01% 1070
2024
Q4 		$5.25M Buy
146,750
+3,356
+2% +$124K 0.01% 1014
2024
Q3 		$5.25M Sell
143,394
-4,509
-3% -$159K 0.01% 977
2024
Q2 		$4.94M Sell
147,903
-103
-0.1% -$3.43K 0.01% 1004
2024
Q1 		$5.03M Buy
148,006
+59,936
+68% +$1.94M 0.01% 986
2023
Q4 		$2.83M Sell
88,070
-2,878
-3% -$86.6K 0.02% 650
2023
Q3 		$2.68M Buy
90,948
+2,679
+3% +$82.8K 0.02% 634
2023
Q2 		$2.73M Sell
88,269
-63
-0.1% -$1.9K 0.02% 637
2023
Q1 		$2.73M Buy
88,332
+2,059
+2% +$65.4K 0.02% 616
2022
Q4 		$2.68M Buy
+86,273
New +$2.65M 0.02% 595

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cetera Investment Advisers's HSMV Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 2.2% in Q2 2026, buying an estimated $151K and bringing the position to 188,638 shares worth $7.22M. The position accounts for 0.01% of the portfolio, ranked #1353.

Cetera Investment Advisers first reported a position in HSMV in Q4 2022 and has held it in 15 quarters since. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

  • Cetera Investment Advisers held 188,638 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $7.22M as of Q2 2026.
  • Cetera Investment Advisers bought 4,029 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2026, an estimated $151K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1353 holding.
  • Cetera Investment Advisers first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q4 2022 and has held it in 15 quarters since.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.