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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Sell
2025
Q1
$627K Sell
2024
Q4
$656K Buy
2024
Q3
$595K Sell
2024
Q2
$647K Buy
2024
Q1
$655K Buy
2023
Q4
$594K Buy
2023
Q3
$507K Buy