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 Q2	$10.9M	Buy	285,847 +64,229	+29%	+$2.41M	﹤0.01%	1867
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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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 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

Envestnet Asset Management's HSMV Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 29% in Q2 2026, buying an estimated $2.41M and bringing the position to 285,847 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Envestnet Asset Management first reported a position in HSMV in Q2 2020 and has held it in 25 quarters since. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

Envestnet Asset Management held 285,847 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $10.9M as of Q2 2026.
Envestnet Asset Management bought 64,229 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2026, an estimated $2.41M.
First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1867 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 25 quarters since.
17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.