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

Horizon 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
2026 Q2	$2.45K	Sell	64 -64	-50%	-$2.4K	﹤0.01%	1257
2026 Q1	$4.63K	Buy	128 +64	+100%	+$2.37K	﹤0.01%	1233
2025 Q4	$2.28K	Hold	64	–	–	﹤0.01%	1204
2025 Q3	$2.33K	Buy	64 +29	+83%	+$1.05K	﹤0.01%	1086
2025 Q2	$1.25K	Hold	35	–	–	﹤0.01%	1046
2025 Q1	$1.26K	Hold	35	–	–	﹤0.01%	787
2024 Q4	$1.25K	Hold	35	–	–	﹤0.01%	790
2024 Q3	$1.28K	Hold	35	–	–	﹤0.01%	761
2024 Q2	$1.17K	Hold	35	–	–	﹤0.01%	740
2024 Q1	$1.19K	Hold	35	–	–	﹤0.01%	727
2023 Q4	$1.12K	Sell	35 -28	-44%	-$843	﹤0.01%	666
2023 Q3	$1.86K	Hold	63	–	–	﹤0.01%	676
2023 Q2	$1.95K	Buy	63 +35	+125%	+$1.06K	﹤0.01%	655
2023 Q1	$864	Buy	+28	New	+$889	﹤0.01%	670

Other funds holding HSMV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

CFG

Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Horizon Investments's HSMV Position: Q2 2026 in Review

Horizon Investments reduced its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 50% in Q2 2026, selling an estimated $2.4K and leaving 64 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Horizon Investments first reported a position in HSMV in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.63K in Q1 2026. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

Horizon Investments held 64 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $2.45K as of Q2 2026.
Horizon Investments sold 64 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2026, an estimated $2.4K.
First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1257 holding.
Horizon Investments first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2023 and has held it in 14 quarters since.
Horizon Investments's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $4.63K in Q1 2026.
17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.