Coppell Advisory Solutions’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-65	Closed	-$2.32K	–	1005
2024 Q4	$2.32K	Hold	65	–	–	﹤0.01%	1509
2024 Q3	$2.38K	Hold	65	–	–	﹤0.01%	1413
2024 Q2	$2.17K	Buy	+65	New	+$2.16K	﹤0.01%	1372
2023 Q4	$2.09K	Buy	+65	New	+$1.96K	﹤0.01%	1286
2023 Q3	–	Sell	-65	Closed	-$2K	–	1342
2023 Q2	$2K	Buy	+65	New	+$1.96K	﹤0.01%	1018

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Coppell Advisory Solutions's HSMV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q1 2025, closing a stake of 65 shares — an estimated $2.32K sold.

Coppell Advisory Solutions first reported a position in HSMV in Q2 2023 and held it in 5 quarters. The position peaked at $2.38K in Q3 2024. 19 funds tracked by Wall St. Rank hold HSMV as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 65 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2025, an estimated $2.32K.
Coppell Advisory Solutions first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $2.38K in Q3 2024.
19 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.