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

Breakthru 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 Q1	–	Sell	-6,870	Closed	-$257K	–	27
2024 Q4	$257K	Buy	+6,870	New	+$264K	0.23%	47

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AAS

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

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Breakthru Advisory Services's HUSV Position: Q1 2025 in Review

Breakthru Advisory Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2025, closing a stake of 6,870 shares — an estimated $257K sold.

Breakthru Advisory Services first reported a position in HUSV in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 52 funds tracked by Wall St. Rank hold HUSV as of Q1 2025.

Breakthru Advisory Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2025 after selling out during the quarter.
Breakthru Advisory Services sold 6,870 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2025, an estimated $257K.
Breakthru Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2024 and held it in 1 quarter.
Breakthru Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $257K in Q4 2024.
52 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2025.

Based on Breakthru Advisory Services's 13F filing for Q1 2025, filed 22 Apr 2025.