Allworth Financial’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Allworth Financial’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 Q3	–	Sell	-106	Closed	-$3K	–	977
2019 Q2	$3K	Buy	+106	New	+$2.72K	﹤0.01%	752

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Allworth Financial's HUSV Position: Q3 2019 in Review

Allworth Financial sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2019, closing a stake of 106 shares — an estimated $3K sold.

Allworth Financial first reported a position in HUSV in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 27 funds tracked by Wall St. Rank hold HUSV as of Q3 2019.

Allworth Financial reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2019 after selling out during the quarter.
Allworth Financial sold 106 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2019, an estimated $3K.
Allworth Financial first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2019 and held it in 1 quarter.
Allworth Financial's First Trust Horizon Managed Volatility Domestic ETF position peaked at $3K in Q2 2019.
27 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2019.

Based on Allworth Financial's 13F filing for Q3 2019, filed 9 Oct 2019.