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

Advisor Resource Council’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
2024 Q1	–	Sell	-7,120	Closed	-$239K	–	353
2023 Q4	$239K	Buy	+7,120	New	+$230K	0.03%	407
2022 Q3	–	Sell	-14,356	Closed	-$459K	–	293
2022 Q2	$459K	Buy	+14,356	New	+$480K	0.04%	296
2022 Q1	–	Sell	-30,391	Closed	-$1.1M	–	342
2021 Q4	$1.1M	Buy	30,391 +17,190	+130%	+$582K	0.09%	228
2021 Q3	$421K	Buy	+13,201	New	+$435K	0.13%	151

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Advisor Resource Council's HUSV Position: Q1 2024 in Review

Advisor Resource Council sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2024, closing a stake of 7,120 shares — an estimated $239K sold.

Advisor Resource Council first reported a position in HUSV in Q3 2021 and held it in 4 quarters. The position peaked at $1.1M in Q4 2021. 38 funds tracked by Wall St. Rank hold HUSV as of Q1 2024.

Advisor Resource Council reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2024 after selling out during the quarter.
Advisor Resource Council sold 7,120 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2024, an estimated $239K.
Advisor Resource Council first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2021 and held it in 4 quarters.
Advisor Resource Council's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.1M in Q4 2021.
38 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2024.

Based on Advisor Resource Council's 13F filing for Q1 2024, filed 19 Apr 2024.