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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,431
Closed -$419K – 1667
2025
Q1 		$419K Sell
10,431
-740
-7% -$28.9K 0.01% 1283
2024
Q4 		$417K Sell
11,171
-25,302
-69% -$973K ﹤0.01% 1365
2024
Q3 		$1.39M Sell
36,473
-3,438
-9% -$127K 0.02% 787
2024
Q2 		$1.41M Buy
39,911
+774
+2% +$27.1K 0.02% 755
2024
Q1 		$1.4M Sell
39,137
-21,703
-36% -$750K 0.02% 765
2023
Q4 		$2.04M Sell
60,840
-1,870
-3% -$60.3K 0.03% 598
2023
Q3 		$1.95M Sell
62,710
-4,030
-6% -$131K 0.03% 570
2023
Q2 		$2.2M Sell
66,740
-7,767
-10% -$252K 0.03% 539
2023
Q1 		$2.41M Buy
74,507
+27,569
+59% +$892K 0.04% 484
2022
Q4 		$1.55M Buy
46,938
+13,571
+41% +$438K 0.02% 604
2022
Q3 		$990K Sell
33,367
-5,043
-13% -$164K 0.02% 714
2022
Q2 		$1.23M Buy
38,410
+19,399
+102% +$648K 0.02% 618
2022
Q1 		$660K Buy
+19,011
New +$645K 0.01% 919

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Atria Wealth Solutions's HUSV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2025, closing a stake of 10,431 shares — an estimated $419K sold.

Atria Wealth Solutions first reported a position in HUSV in Q1 2022 and held it in 13 quarters. The position peaked at $2.41M in Q1 2023. 49 funds tracked by Wall St. Rank hold HUSV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,431 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2025, an estimated $419K.
  • Atria Wealth Solutions first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.41M in Q1 2023.
  • 49 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.