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

Envestnet Portfolio 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
2026 Q1	–	Sell	-6,327	Closed	-$226K	–	1386
2025 Q4	$226K	Buy	6,327 +84	+1%	+$3.01K	﹤0.01%	1420
2025 Q3	$227K	Sell	6,243 -1,754	-22%	-$63.5K	﹤0.01%	1377
2025 Q2	$287K	Sell	7,997 -9,419	-54%	-$333K	﹤0.01%	1357
2025 Q1	$627K	Sell	17,416 -917	-5%	-$33K	﹤0.01%	959
2024 Q4	$656K	Buy	18,333 +2,101	+13%	+$77.9K	﹤0.01%	1103
2024 Q3	$595K	Sell	16,232 -3,158	-16%	-$111K	﹤0.01%	1107
2024 Q2	$647K	Buy	19,390 +112	+0.6%	+$3.73K	﹤0.01%	1029
2024 Q1	$655K	Buy	19,278 +777	+4%	+$25.1K	﹤0.01%	1005
2023 Q4	$594K	Buy	18,501 +1,303	+8%	+$39.2K	﹤0.01%	977
2023 Q3	$507K	Buy	+17,198	New	+$532K	﹤0.01%	979

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions's HSMV Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q1 2026, closing a stake of 6,327 shares — an estimated $226K sold.

Envestnet Portfolio Solutions first reported a position in HSMV in Q3 2023 and held it in 10 quarters. The position peaked at $656K in Q4 2024. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 6,327 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $226K.
Envestnet Portfolio Solutions first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $656K in Q4 2024.
16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.