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
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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
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
PS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's HSMV Position: Q1 2026 in Review

LPL Financial increased its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 5.4% in Q1 2026, buying an estimated $324K and bringing the position to 171,828 shares worth $6.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

LPL Financial 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.

  • LPL Financial held 171,828 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $6.21M as of Q1 2026.
  • LPL Financial bought 8,758 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $324K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2435 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.