Truvestments Capital’s First Trust Horizon Managed Volatility Small/Mid ETF HSMV Stock Holding History

Truvestments Capital’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	$8.21K	Hold	227	–	–	﹤0.01%	798
2025 Q4	$8.09K	Hold	227	–	–	﹤0.01%	729
2025 Q3	$8.26K	Hold	227	–	–	﹤0.01%	744
2025 Q2	$8.14K	Hold	227	–	–	﹤0.01%	674
2025 Q1	$8.18K	Hold	227	–	–	﹤0.01%	685
2024 Q4	$8.13K	Hold	227	–	–	﹤0.01%	636
2024 Q3	$8.31K	Buy	+227	New	+$8.01K	﹤0.01%	606

Other funds holding HSMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truvestments Capital's HSMV Position: Q1 2026 in Review

Truvestments Capital held its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) position steady in Q1 2026 at 227 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Truvestments Capital first reported a position in HSMV in Q3 2024 and has held it in 7 quarters since. The position peaked at $8.31K in Q3 2024. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

Truvestments Capital held 227 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $8.21K as of Q1 2026.
Truvestments Capital left its First Trust Horizon Managed Volatility Small/Mid ETF share count unchanged in Q1 2026.
First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #798 holding.
Truvestments Capital first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q3 2024 and has held it in 7 quarters since.
Truvestments Capital's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $8.31K in Q3 2024.
16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.