Benjamin F. Edwards & Company’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$931K	Buy	26,282 +1,916	+8%	+$67K	0.02%	539
2024 Q1	$872K	Sell	24,366 -12	-0%	-$415	0.02%	539
2023 Q4	$818K	Buy	24,378 +949	+4%	+$30.6K	0.02%	534
2023 Q3	$730K	Buy	23,429 +9,628	+70%	+$312K	0.03%	443
2023 Q2	$454K	Buy	13,801 +5,917	+75%	+$192K	0.02%	541
2023 Q1	$255K	Buy	+7,884	New	+$255K	0.01%	646

Other funds holding HUSV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GSEP

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Benjamin F. Edwards & Company's HUSV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 7.9% in Q2 2024, buying an estimated $67K and bringing the position to 26,282 shares worth $931K. The position accounts for 0.02% of the portfolio, ranked #539.

Benjamin F. Edwards & Company first reported a position in HUSV in Q1 2023 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold HUSV as of Q2 2024.

Benjamin F. Edwards & Company held 26,282 shares of First Trust Horizon Managed Volatility Domestic ETF worth $931K as of Q2 2024.
Benjamin F. Edwards & Company bought 1,916 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2024, an estimated $67K.
First Trust Horizon Managed Volatility Domestic ETF made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #539 holding.
Benjamin F. Edwards & Company first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2023 and has held it in 6 quarters since.
43 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.