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Belpointe Asset Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Belpointe Asset 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 		– Sell
-27,020
Closed -$1.05M – 1122
2025
Q4 		$1.05M Sell
27,020
-508
-2% -$19.8K 0.04% 412
2025
Q3 		$1.1M Buy
27,528
+154
+0.6% +$6.13K 0.04% 375
2025
Q2 		$1.09M Sell
27,374
-314
-1% -$12.4K 0.05% 333
2025
Q1 		$1.11M Sell
27,688
-5,978
-18% -$233K 0.06% 308
2024
Q4 		$1.29M Buy
33,666
+61
+0.2% +$2.35K 0.08% 249
2024
Q3 		$1.29M Sell
33,605
-86
-0.3% -$3.18K 0.08% 251
2024
Q2 		$1.19M Sell
33,691
-3,145
-9% -$110K 0.08% 226
2024
Q1 		$1.32M Sell
36,836
-2,140
-5% -$74K 0.1% 202
2023
Q4 		$1.31M Sell
38,976
-63
-0.2% -$2.03K 0.11% 176
2023
Q3 		$1.22M Sell
39,039
-4,522
-10% -$147K 0.13% 167
2023
Q2 		$1.43M Sell
43,561
-101
-0.2% -$3.28K 0.15% 134
2023
Q1 		$1.41M Sell
43,662
-10,798
-20% -$349K 0.08% 266
2022
Q4 		$1.8M Sell
54,460
-4,271
-7% -$138K 0.11% 191
2022
Q3 		$1.74M Sell
58,731
-7,945
-12% -$258K 0.12% 186
2022
Q2 		$2.13M Buy
66,676
+6,238
+10% +$208K 0.14% 153
2022
Q1 		$2.1M Sell
60,438
-12,568
-17% -$426K 0.13% 166
2021
Q4 		$2.62M Buy
+73,006
New +$2.47M 0.16% 126

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 $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Belpointe Asset Management's HUSV Position: Q1 2026 in Review

Belpointe Asset Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2026, closing a stake of 27,020 shares — an estimated $1.05M sold.

Belpointe Asset Management first reported a position in HUSV in Q4 2021 and held it in 17 quarters. The position peaked at $2.62M in Q4 2021. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • Belpointe Asset Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 27,020 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $1.05M.
  • Belpointe Asset Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2021 and held it in 17 quarters.
  • Belpointe Asset Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.62M in Q4 2021.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.