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(HSMV) First Trust Horizon Managed - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US33741Y1001 • Small Blend

HSMV: Small, Mid Capitalization, US, Stocks, Equities, Securities

The First Trust Horizon Managed Volatility Small/Mid ETF (HSMV) is designed to target small- and mid-capitalization U.S. equities with low expected future volatility. The fund typically allocates at least 80% of its net assets to these securities, which are selected based on the Sub-Advisors assessment of their potential stability. As a non-diversified fund, it may concentrate investments in a smaller number of issuers. HSMV is structured to blend small- and mid-cap exposures, aiming to balance risk and return in volatile markets.

Ticker Symbol: HSMV | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Small Blend. With an AUM of $21.95M, HSMV operates with a focused portfolio. Recent trading data shows an average daily volume of 1,252 shares, with a last price of $36.31. Technical indicators include an SMA 20 of $36.10, SMA 50 of $36.05, and SMA 200 of $35.54, alongside an ATR of 0.31, reflecting its low-volatility profile.

3-Month Forecast Based on and , HSMV is expected to maintain its stable, low-volatility trajectory. The SMA 20 and SMA 50 suggest mild downside risk in the near term, while the SMA 200 indicates longer-term support. With an ATR of 0.31, price fluctuations are likely to remain contained within a narrow range. The funds small AUM and low average volume may limit liquidity, potentially amplifying price movement in response to large trades. Overall, HSMV is projected to trade sideways to slightly lower, with a price range of $35.50 to $36.50 over the next three months.

Additional Sources for HSMV ETF

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

HSMV ETF Overview

Market Cap in USD 21m
Category Small Blend
TER 0.80%
IPO / Inception 2020-04-06

HSMV ETF Ratings

Growth Rating 59.0
Fundamental -
Dividend Rating 58.6
Rel. Strength -1.29
Analysts -
Fair Price Momentum 33.38 USD
Fair Price DCF -

HSMV Dividends

Dividend Yield 12m 1.62%
Yield on Cost 5y 2.65%
Annual Growth 5y 17.92%
Payout Consistency 100.0%

HSMV Growth Ratios

Growth Correlation 3m -71.9%
Growth Correlation 12m 55.6%
Growth Correlation 5y 69.9%
CAGR 5y 10.13%
CAGR/Max DD 5y 0.53
Sharpe Ratio 12m -0.78
Alpha 0.84
Beta 0.579
Volatility 23.57%
Current Volume 2.4k
Average Volume 20d 1.3k
What is the price of HSMV stocks?
As of April 25, 2025, the stock is trading at USD 35.06 with a total of 2,358 shares traded.
Over the past week, the price has changed by +1.11%, over one month by -2.28%, over three months by -3.33% and over the past year by +8.14%.
Is First Trust Horizon Managed a good stock to buy?
Partly, yes. Based on ValueRay Analyses, First Trust Horizon Managed (NYSE ARCA:HSMV) is currently (April 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 59.00 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HSMV as of April 2025 is 33.38. This means that HSMV is currently overvalued and has a potential downside of -4.79%.
Is HSMV a buy, sell or hold?
First Trust Horizon Managed has no consensus analysts rating.
What are the forecast for HSMV stock price target?
According to ValueRays Forecast Model, HSMV First Trust Horizon Managed will be worth about 36.8 in April 2026. The stock is currently trading at 35.06. This means that the stock has a potential upside of +5.02%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 36.8 5%