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First Trust Horizon Managed Volatility Small/Mid (HSMV) ETF Holdings & Analysis
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What HSMV does
The First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) aims to deliver capital appreciation to its shareholders. To achieve this principal objective under typical market conditions, the Fund allocates a substantial portion—at least 80%—of its net assets (which may include borrowed capital) to specific types of investments. These consist of common stocks issued by small and/or mid-capitalization companies. These equities are publicly traded on U.S. national exchanges and are specifically chosen by Horizon Investments, LLC based on their projected low future volatility.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| Ingredion Incorporated | 2.21% | |
| Dolby Laboratories, Inc. | 2.15% | |
| Antero Midstream Corp. | 1.65% | |
| Phillips Edison & Company, Inc. | 1.62% | |
| Balchem Corporation | 1.55% | |
| DT Midstream, Inc. | 1.47% | |
| Ellington Financial Inc. | 1.43% | |
| OGE Energy Corp. | 1.38% | |
| Innospec Inc. | 1.36% | |
| Starwood Property Trust, Inc. | 1.28% |
Sector allocation
| Real Estate | 20.37% |
| Financial Services | 18.33% |
| Industrials | 13.37% |
| Utilities | 11.69% |
| Consumer Defensive | 10.16% |
| Basic Materials | 6.44% |
| Consumer Cyclical | 6.20% |
| Healthcare | 6.02% |
| Energy | 3.83% |
| Technology | 2.15% |
| Communication Services | 1.02% |
Geographic allocation
| United States | 96.83% |
| Sweden | 0.96% |
| Cayman Islands | 0.91% |
| Bermuda | 0.89% |
| Other | 0.41% |
PortView Portfolio Insights
PortView analyzes how HSMV fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does HSMV track?
- HSMV is the First Trust Horizon Managed Volatility Small/Mid ETF, a Other ETF.
- What is the expense ratio of HSMV?
- Expense ratio data for HSMV is shown on the page when available from our data provider.
- What are the largest holdings in HSMV?
- Top holdings include INGR, DLB, AM, PECO, BCPC.
- How can PortView analyze HSMV overlap with other ETFs?
- PortView computes the holdings overlap between HSMV and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.