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

Silver Grove Financial Group’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 		$16K Buy
+417
New +$15.6K 0.01% 715

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silver Grove Financial Group's HSMV Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) in Q2 2026: 417 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

15 funds tracked by Wall St. Rank hold HSMV as of Q2 2026.

  • Silver Grove Financial Group held 417 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $16K as of Q2 2026.
  • First Trust Horizon Managed Volatility Small/Mid ETF was a new Silver Grove Financial Group position in Q2 2026.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up 0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #715 holding.
  • 15 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.