Envestnet Asset Management
HSMV icon

Envestnet Asset Management’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Envestnet Asset Management’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 		$8.02M Buy
221,618
+10,383
+5% +$384K ﹤0.01% 1979
2025
Q4 		$7.53M Buy
211,235
+6,887
+3% +$246K ﹤0.01% 1896
2025
Q3 		$7.43M Buy
204,348
+14,902
+8% +$540K ﹤0.01% 1967
2025
Q2 		$6.79M Buy
189,446
+5,570
+3% +$197K ﹤0.01% 1994
2025
Q1 		$6.62M Buy
183,876
+3,058
+2% +$110K ﹤0.01% 1936
2024
Q4 		$6.47M Buy
180,818
+3,509
+2% +$130K ﹤0.01% 1928
2024
Q3 		$6.49M Sell
177,309
-3,682
-2% -$130K ﹤0.01% 1932
2024
Q2 		$6.04M Buy
180,991
+4,746
+3% +$158K ﹤0.01% 1895
2024
Q1 		$5.98M Buy
176,245
+4,999
+3% +$161K ﹤0.01% 1854
2023
Q4 		$5.5M Sell
171,246
-3,746
-2% -$113K ﹤0.01% 1825
2023
Q3 		$5.16M Sell
174,992
-11,925
-6% -$369K ﹤0.01% 1777
2023
Q2 		$5.79M Buy
186,917
+1
+0% +$30 ﹤0.01% 1625
2023
Q1 		$5.77M Buy
186,916
+4,177
+2% +$133K ﹤0.01% 1575
2022
Q4 		$5.67M Sell
182,739
-2,883
-2% -$88.6K ﹤0.01% 1526
2022
Q3 		$5.21M Buy
185,622
+6,236
+3% +$192K ﹤0.01% 1499
2022
Q2 		$5.33M Buy
179,386
+16,753
+10% +$525K ﹤0.01% 1489
2022
Q1 		$5.4M Buy
162,633
+9,372
+6% +$308K ﹤0.01% 1559
2021
Q4 		$5.32M Buy
153,261
+7,574
+5% +$255K ﹤0.01% 1572
2021
Q3 		$4.66M Buy
145,687
+9,519
+7% +$312K ﹤0.01% 1596
2021
Q2 		$4.41M Buy
136,168
+19,178
+16% +$625K ﹤0.01% 1600
2021
Q1 		$3.67M Sell
116,990
-18,581
-14% -$560K ﹤0.01% 1593
2020
Q4 		$3.83M Sell
135,571
-37,541
-22% -$999K ﹤0.01% 1399
2020
Q3 		$4.2M Sell
173,112
-26,960
-13% -$671K ﹤0.01% 1257
2020
Q2 		$4.84M Buy
+200,072
New +$4.64M ﹤0.01% 1134

Other funds holding HSMV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Envestnet Asset Management's HSMV Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 4.9% in Q1 2026, buying an estimated $384K and bringing the position to 221,618 shares worth $8.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Envestnet Asset Management first reported a position in HSMV in Q2 2020 and has held it in 24 quarters since. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

  • Envestnet Asset Management held 221,618 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $8.02M as of Q1 2026.
  • Envestnet Asset Management bought 10,383 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $384K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1979 holding.
  • Envestnet Asset Management first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q2 2020 and has held it in 24 quarters since.
  • 16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.