UBS Group
HSMV icon

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

UBS 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
Q1 		$109 Sell
3
-887
-100% -$32.8K ﹤0.01% 10109
2025
Q4 		$31.7K Sell
890
-788
-47% -$28.2K ﹤0.01% 7493
2025
Q3 		$61K Sell
1,678
-1,256
-43% -$45.5K ﹤0.01% 7426
2025
Q2 		$105K Buy
+2,934
New +$104K ﹤0.01% 7202
2025
Q1 		– Sell
-295
Closed -$10.6K – 10444
2024
Q4 		$10.6K Sell
295
-402
-58% -$14.9K ﹤0.01% 8290
2024
Q3 		$25.5K Buy
+697
New +$24.6K ﹤0.01% 7228
2024
Q2 		– Sell
-131
Closed -$4.45K – 9754
2024
Q1 		$4.45K Sell
131
-718
-85% -$23.2K ﹤0.01% 7625
2023
Q4 		$27.3K Buy
849
+276
+48% +$8.31K ﹤0.01% 6904
2023
Q3 		$16.9K Buy
573
+555
+3,083% +$17.2K ﹤0.01% 6893
2023
Q2 		$557 Sell
18
-2,625
-99% -$79.3K ﹤0.01% 8181
2023
Q1 		$81.5K Buy
2,643
+459
+21% +$14.6K ﹤0.01% 6087
2022
Q4 		$67.8K Buy
2,184
+140
+7% +$4.3K ﹤0.01% 6478
2022
Q3 		$57K Buy
2,044
+273
+15% +$8.43K ﹤0.01% 6214
2022
Q2 		$53K Sell
1,771
-864
-33% -$27.1K ﹤0.01% 5866
2022
Q1 		$88K Buy
2,635
+2,592
+6,028% +$85.1K ﹤0.01% 6011
2021
Q4 		$1K Buy
+43
New +$1.45K ﹤0.01% 9982
2021
Q2 		– Sell
-1,012
Closed -$32K – 9552
2021
Q1 		$32K Buy
1,012
+812
+406% +$24.5K ﹤0.01% 6955
2020
Q4 		$6K Sell
200
-3,362
-94% -$89.4K ﹤0.01% 7760
2020
Q3 		$86K Buy
+3,562
New +$88.7K ﹤0.01% 5274

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
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

UBS Group's HSMV Position: Q1 2026 in Review

UBS Group reduced its First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) stake by 100% in Q1 2026, selling an estimated $32.8K and leaving 3 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #10109.

UBS Group first reported a position in HSMV in Q3 2020 and has held it in 19 quarters since. The position peaked at $105K in Q2 2025. 16 funds tracked by Wall St. Rank hold HSMV as of Q1 2026.

  • UBS Group held 3 shares of First Trust Horizon Managed Volatility Small/Mid ETF worth $109 as of Q1 2026.
  • UBS Group sold 887 First Trust Horizon Managed Volatility Small/Mid ETF shares in Q1 2026, an estimated $32.8K.
  • First Trust Horizon Managed Volatility Small/Mid ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10109 holding.
  • UBS Group first reported a position in First Trust Horizon Managed Volatility Small/Mid ETF in Q3 2020 and has held it in 19 quarters since.
  • UBS Group's First Trust Horizon Managed Volatility Small/Mid ETF position peaked at $105K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Small/Mid ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.