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

IFP Advisors’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
2023
Q1 		– Sell
-600
Closed -$13K – 3862
2022
Q4 		$13K Hold
600
– – ﹤0.01% 3210
2022
Q3 		$13K Hold
600
– – ﹤0.01% 3445
2022
Q2 		$13K Hold
600
– – ﹤0.01% 3191
2022
Q1 		$13K Buy
+600
New +$19.7K ﹤0.01% 3191

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFP Advisors's HSMV Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q1 2023, closing a stake of 600 shares — an estimated $13K sold.

IFP Advisors first reported a position in HSMV in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q4 2022. 15 funds tracked by Wall St. Rank hold HSMV as of Q1 2023.

  • IFP Advisors reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 600 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2023, an estimated $13K.
  • IFP Advisors first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $13K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.