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 Q3	–	Sell	-178,434	Closed	-$6.83M	–	6382
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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LPL Financial's HSMV Position: Q3 2026 in Review

LPL Financial sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q3 2026, closing a stake of 178,434 shares — an estimated $6.83M sold.

LPL Financial first reported a position in HSMV in Q1 2023 and held it in 14 quarters. The position peaked at $6.83M in Q2 2026. 1 fund tracked by Wall St. Rank holds HSMV as of Q3 2026.

LPL Financial reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q3 2026 after selling out during the quarter.
LPL Financial sold 178,434 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q3 2026, an estimated $6.83M.
LPL Financial first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2023 and held it in 14 quarters.
LPL Financial's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $6.83M in Q2 2026.
1 fund tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.