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

Rossby 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
2025
Q4 		– Sell
-244
Closed -$8.86K – 1841
2025
Q3 		$8.86K Hold
244
– – ﹤0.01% 884
2025
Q2 		$8.75K Hold
244
– – ﹤0.01% 816
2025
Q1 		$8.53K Buy
+244
New +$8.78K ﹤0.01% 745

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rossby Financial's HSMV Position: Q4 2025 in Review

Rossby Financial sold out of First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q4 2025, closing a stake of 244 shares — an estimated $8.86K sold.

Rossby Financial first reported a position in HSMV in Q1 2025 and held it in 3 quarters. The position peaked at $8.86K in Q3 2025. 17 funds tracked by Wall St. Rank hold HSMV as of Q4 2025.

  • Rossby Financial reported no remaining First Trust Horizon Managed Volatility Small/Mid ETF position as of Q4 2025 after selling out during the quarter.
  • Rossby Financial sold 244 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q4 2025, an estimated $8.86K.
  • Rossby Financial first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q1 2025 and held it in 3 quarters.
  • Rossby Financial's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $8.86K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.