Avantax Advisory Services’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Avantax Advisory Services’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	$2.27M	Sell	56,960 -9,938	-15%	-$392K	0.01%	741
2025 Q1	$2.69M	Sell	66,898 -127	-0.2%	-$4.96K	0.02%	625
2024 Q4	$2.5M	Buy	67,025 +3	+0%	+$115	0.02%	616
2024 Q3	$2.56M	Buy	67,022 +676	+1%	+$25K	0.02%	593
2024 Q2	$2.35M	Sell	66,346 -185	-0.3%	-$6.47K	0.02%	598
2024 Q1	$2.38M	Buy	66,531 +4,748	+8%	+$164K	0.02%	494
2023 Q4	$2.07M	Buy	61,783 +3,753	+6%	+$121K	0.02%	489
2023 Q3	$1.81M	Buy	58,030 +10,186	+21%	+$331K	0.02%	487
2023 Q2	$1.58M	Buy	47,844 +4,936	+12%	+$160K	0.02%	532
2023 Q1	$1.39M	Buy	42,908 +29,872	+229%	+$966K	0.02%	556
2022 Q4	$431K	Buy	13,036 +1,256	+11%	+$40.6K	0.01%	933
2022 Q3	$350K	Sell	11,780 -940	-7%	-$30.5K	0.01%	927
2022 Q2	$407K	Sell	12,720 -21,732	-63%	-$726K	0.01%	872
2022 Q1	$1.2M	Buy	34,452 +4,111	+14%	+$139K	0.02%	494
2021 Q4	$1.09M	Buy	30,341 +3,747	+14%	+$127K	0.02%	515
2021 Q3	$849K	Buy	26,594 +2,982	+13%	+$98.3K	0.01%	541
2021 Q2	$746K	Buy	23,612 +2,821	+14%	+$88.9K	0.01%	555
2021 Q1	$629K	Sell	20,791 -6,941	-25%	-$199K	0.01%	554
2020 Q4	$802K	Sell	27,732 -4,414	-14%	-$125K	0.02%	422
2020 Q3	$877K	Buy	+32,146	New	+$872K	0.01%	575

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Advisory Services's HUSV Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 15% in Q2 2025, selling an estimated $392K and leaving 56,960 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #741.

Avantax Advisory Services first reported a position in HUSV in Q3 2020 and has held it in 20 quarters since. The position peaked at $2.69M in Q1 2025. 49 funds tracked by Wall St. Rank hold HUSV as of Q2 2025.

Avantax Advisory Services held 56,960 shares of First Trust Horizon Managed Volatility Domestic ETF worth $2.27M as of Q2 2025.
Avantax Advisory Services sold 9,938 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2025, an estimated $392K.
First Trust Horizon Managed Volatility Domestic ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #741 holding.
Avantax Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.69M in Q1 2025.
49 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.