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 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 $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

Horizon Investments's HSMV Position: Q1 2026 in Review

Horizon Investments increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 100% in Q1 2026, buying an estimated $2.37K and bringing the position to 128 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Horizon Investments first reported a position in HSMV in Q1 2023 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

Horizon Investments held 128 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $4.63K as of Q1 2026.
Horizon Investments bought 64 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $2.37K.
First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1233 holding.
Horizon Investments first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2023 and has held it in 13 quarters since.
16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.