Principal Securities’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
13,379
+1,252
| +10% | +$44.9K | 0.01% | 873 |
|
|
2025
Q1 | $434K | Hold |
12,127
| – | – | 0.01% | 833 |
|
|
2024
Q4 | $434K | Buy |
12,127
+302
| +3% | +$10.8K | 0.01% | 829 |
|
|
2024
Q3 | $433K | Buy |
11,825
+576
| +5% | +$21.1K | 0.01% | 809 |
|
|
2024
Q2 | $375K | Buy |
11,249
+487
| +5% | +$16.3K | 0.01% | 808 |
|
|
2024
Q1 | $365K | Buy |
10,762
+1,244
| +13% | +$42.2K | 0.01% | 787 |
|
|
2023
Q4 | $305K | Buy |
+9,518
| New | +$305K | 0.01% | 782 |
|