Cetera Investment Advisers
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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
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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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 $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers's HSMV Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 5.2% in Q1 2026, buying an estimated $338K and bringing the position to 184,609 shares worth $6.68M. The position accounts for 0.01% of the portfolio, ranked #1316.

Cetera Investment Advisers first reported a position in HSMV in Q4 2022 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

  • Cetera Investment Advisers held 184,609 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $6.68M as of Q1 2026.
  • Cetera Investment Advisers bought 9,132 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $338K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1316 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 14 quarters since.
  • 16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.