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HBW Advisory Services’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

HBW Advisory Services’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
Q4 		– Sell
-594
Closed -$21.8K – 389
2024
Q3 		$21.8K Buy
+594
New +$21K ﹤0.01% 360
2023
Q4 		– Sell
-1,538
Closed -$45K – 315
2023
Q3 		$45K Buy
+1,538
New +$47.5K 0.01% 285

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
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

HBW Advisory Services's HSMV Position: Q4 2024 in Review

HBW Advisory Services sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q4 2024, closing a stake of 594 shares — an estimated $21.8K sold.

HBW Advisory Services first reported a position in HSMV in Q3 2023 and held it in 2 quarters. The position peaked at $45K in Q3 2023. 19 funds tracked by Wall St. Rank hold HSMV as of Q4 2024.

  • HBW Advisory Services reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q4 2024 after selling out during the quarter.
  • HBW Advisory Services sold 594 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q4 2024, an estimated $21.8K.
  • HBW Advisory Services first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q3 2023 and held it in 2 quarters.
  • HBW Advisory Services's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $45K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q4 2024.

Based on HBW Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.