Atria Investments’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Atria Investments’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
2020 Q2	–	Sell	-19,568	Closed	-$424K	–	651
2020 Q1	$424K	Sell	19,568 -651	-3%	-$17.2K	0.03%	385
2019 Q4	$562K	Buy	+20,219	New	+$554K	0.02%	740
2019 Q2	–	Sell	-35,291	Closed	-$885K	–	1023
2019 Q1	$885K	Buy	35,291 +567	+2%	+$13.5K	0.04%	390
2018 Q4	$772K	Buy	34,724 +7,323	+27%	+$171K	0.03%	371
2018 Q3	$659K	Buy	27,401 +540	+2%	+$12.8K	0.03%	516
2018 Q2	$611K	Buy	26,861 +7,034	+35%	+$159K	0.03%	511
2018 Q1	$443K	Buy	19,827 +7,007	+55%	+$160K	0.02%	551
2017 Q4	$295K	Sell	12,820 -511	-4%	-$11.7K	0.01%	656
2017 Q3	$296K	Buy	13,331 +1,609	+14%	+$35.6K	0.02%	611
2017 Q2	$256K	Buy	11,722 +1,019	+10%	+$22K	0.02%	613
2017 Q1	$226K	Buy	+10,703	New	+$222K	0.01%	614

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

OPS

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

HAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAIM

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

Atria Investments's HUSV Position: Q2 2020 in Review

Atria Investments sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2020, closing a stake of 19,568 shares — an estimated $424K sold.

Atria Investments first reported a position in HUSV in Q1 2017 and held it in 11 quarters. The position peaked at $885K in Q1 2019. 31 funds tracked by Wall St. Rank hold HUSV as of Q2 2020.

Atria Investments reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 19,568 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2020, an estimated $424K.
Atria Investments first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2017 and held it in 11 quarters.
Atria Investments's First Trust Horizon Managed Volatility Domestic ETF position peaked at $885K in Q1 2019.
31 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.