LPL Financial
HSMV icon

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

LPL Financial’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 		$6.83M Buy
178,434
+6,606
+4% +$248K ﹤0.01% 2505
2026
Q1 		$6.21M Buy
171,828
+8,758
+5% +$324K ﹤0.01% 2435
2025
Q4 		$5.81M Buy
163,070
+11,402
+8% +$408K ﹤0.01% 2402
2025
Q3 		$5.52M Buy
151,668
+8,248
+6% +$299K ﹤0.01% 2375
2025
Q2 		$5.14M Buy
143,420
+10,557
+8% +$373K ﹤0.01% 2285
2025
Q1 		$4.78M Buy
132,863
+6,136
+5% +$221K ﹤0.01% 2183
2024
Q4 		$4.54M Buy
126,727
+5,073
+4% +$188K ﹤0.01% 2155
2024
Q3 		$4.46M Buy
121,654
+9,508
+8% +$335K ﹤0.01% 2090
2024
Q2 		$3.74M Buy
112,146
+2,123
+2% +$70.6K ﹤0.01% 2085
2024
Q1 		$3.74M Buy
110,023
+5,920
+6% +$191K ﹤0.01% 2011
2023
Q4 		$3.34M Sell
104,103
-921
-0.9% -$27.7K ﹤0.01% 1990
2023
Q3 		$3.09M Sell
105,024
-1,351
-1% -$41.8K ﹤0.01% 1938
2023
Q2 		$3.29M Sell
106,375
-2,126
-2% -$64.2K ﹤0.01% 1845
2023
Q1 		$3.35M Buy
+108,501
New +$3.45M ﹤0.01% 1779

Other funds holding HSMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
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
PS
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SGFG
Silver Grove Financial Group Orchard Park, New York $185M AUM 28.01% 1-Year Est. Return

LPL Financial's HSMV Position: Q2 2026 in Review

LPL Financial increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 3.8% in Q2 2026, buying an estimated $248K and bringing the position to 178,434 shares worth $6.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

LPL Financial first reported a position in HSMV in Q1 2023 and has held it in 14 quarters since. 17 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

  • LPL Financial held 178,434 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $6.83M as of Q2 2026.
  • LPL Financial bought 6,606 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q2 2026, an estimated $248K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2505 holding.
  • LPL Financial first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2023 and has held it in 14 quarters since.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.