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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.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| PECO | Phillips Edison & Company, Inc. | 2.19% | $757.73K |
| OGE | OGE Energy Corp. | 2.08% | $719.01K |
| EFC | Ellington Financial Inc. | 1.60% | $555.18K |
| IDA | IDACORP, Inc. | 1.59% | $550.44K |
| NNN | NNN REIT Inc. | 1.56% | $538.99K |
| INGR | Ingredion Incorporated | 1.55% | $535.44K |
| STWD | Starwood Property Trust, Inc. | 1.49% | $515.77K |
| ADC | Agree Realty Corporation | 1.39% | $481.50K |
| FCPT | Four Corners Property Trust, Inc. | 1.39% | $481.48K |
| DTM | DT Midstream, Inc. | 1.28% | $442.57K |
| MCRI | Monarch Casino & Resort, Inc. | 1.22% | $421.08K |
| GVA | Granite Construction Incorporated | 1.21% | $419.02K |
| GGG | Graco Inc. | 1.20% | $416.36K |
| AM | Antero Midstream Corp. | 1.20% | $414.73K |
| GATX | GATX Corporation | 1.18% | $407.66K |
| THG | The Hanover Insurance Group, Inc. | 1.16% | $402.91K |
| RS | Reliance Inc. | 1.16% | $401.39K |
| WPC | W.P. Carey Inc. | 1.09% | $378.30K |
| CHCO | City Holding Company | 1.08% | $372.85K |
| SCI | Service Corporation International | 1.07% | $369.54K |
| NLY | Annaly Capital Management, Inc. | 1.06% | $368.08K |
| OGS | ONE Gas, Inc. | 1.03% | $356.34K |
| BCPC | Balchem Corporation | 1.01% | $350.77K |
| NJR | New Jersey Resources Corporation | 1.01% | $350.29K |
| PAG | Penske Automotive Group, Inc. | 1.00% | $344.81K |