AWM
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AE Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

AE Wealth Management’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
2026
Q1 		$7.21K Hold
188
– – ﹤0.01% 2321
2025
Q4 		$7.27K Buy
+188
New +$7.32K ﹤0.01% 2182

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's HUSV Position: Q1 2026 in Review

AE Wealth Management held its First Trust Horizon Managed Volatility Domestic ETF (HUSV) position steady in Q1 2026 at 188 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

AE Wealth Management first reported a position in HUSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.27K in Q4 2025. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • AE Wealth Management held 188 shares of First Trust Horizon Managed Volatility Domestic ETF worth $7.21K as of Q1 2026.
  • AE Wealth Management left its First Trust Horizon Managed Volatility Domestic ETF share count unchanged in Q1 2026.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2321 holding.
  • AE Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2025 and has held it in 2 quarters since.
  • AE Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $7.27K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.