Fidelity Investments
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Fidelity Investments’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Fidelity Investments’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
2024
Q2 		– Sell
-1
Closed -$34 – 5494
2024
Q1 		$34 Buy
+1
New +$32 ﹤0.01% 5089

Other funds holding HSMV

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Cambridge Investment Research Advisors
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LPL Financial
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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Fidelity Investments's HSMV Position: Q2 2024 in Review

Fidelity Investments sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q2 2024, closing a stake of 1 share — an estimated $34 sold.

Fidelity Investments first reported a position in HSMV in Q1 2024 and held it in 1 quarter. The position peaked at $34 in Q1 2024. 16 funds tracked by Wall St. Rank hold HSMV as of Q2 2024.

  • Fidelity Investments reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 First Trust Horizon Managed Volatility Small/Mid ETF share in Q2 2024, an estimated $34.
  • Fidelity Investments first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2024 and held it in 1 quarter.
  • Fidelity Investments's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $34 in Q1 2024.
  • 16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.