First Allied Advisory Services’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
2020
Q3
$243K Sell
10,019
-2,574
-20% -$64.1K 0.01% 984
2020
Q2
$305K Buy
+12,593
New +$292K 0.01% 834

Other funds holding HSMV

First Allied Advisory Services's HSMV Position: Q3 2020 in Review

First Allied Advisory Services reduced its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 20% in Q3 2020, selling an estimated $64.1K and leaving 10,019 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #984.

First Allied Advisory Services first reported a position in HSMV in Q2 2020 and has held it in 2 quarters since. The position peaked at $305K in Q2 2020. 7 funds tracked by Wall St. Rank hold HSMV as of Q3 2020.

  • First Allied Advisory Services held 10,019 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $243K as of Q3 2020.
  • First Allied Advisory Services sold 2,574 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q3 2020, an estimated $64.1K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #984 holding.
  • First Allied Advisory Services first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q2 2020 and has held it in 2 quarters since.
  • First Allied Advisory Services's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $305K in Q2 2020.
  • 7 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.