Advisor Group’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Advisor Group’s Portfolio HUSV Stock Details HUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$130K	Buy	4,676 +3,957	+550%	+$108K	﹤0.01%	2732
2019 Q3	$20K	Buy	719 +268	+59%	+$7.25K	﹤0.01%	3960
2019 Q2	$12K	Buy	451 +351	+351%	+$9.01K	﹤0.01%	4263
2019 Q1	$3K	Sell	100 -454	-82%	-$10.8K	﹤0.01%	4844
2018 Q4	$12K	Buy	554 +454	+454%	+$10.6K	﹤0.01%	4100
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	4853
2018 Q2	$2K	Buy	+100	New	+$2.27K	﹤0.01%	4676

Other funds holding HUSV

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

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

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

BCM

Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Advisor Group's HUSV Position: Q4 2019 in Review

Advisor Group increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 550% in Q4 2019, buying an estimated $108K and bringing the position to 4,676 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Advisor Group first reported a position in HUSV in Q2 2018 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold HUSV as of Q4 2019.

Advisor Group held 4,676 shares of First Trust Horizon Managed Volatility Domestic ETF worth $130K as of Q4 2019.
Advisor Group bought 3,957 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2019, an estimated $108K.
First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2732 holding.
Advisor Group first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2018 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.