Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3697 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5000 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4981 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5019 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5023 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4966 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4889 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4819 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4676 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4653 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4454 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4484 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4412 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4472 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4373 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4245 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4146 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4050 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3888 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3777 |
|