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Bridgeworth’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-455
Closed -$10K – 305
2018
Q2 		$10K Buy
+455
New +$10.3K ﹤0.01% 443

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bridgeworth's HUSV Position: Q3 2018 in Review

Bridgeworth sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2018, closing a stake of 455 shares — an estimated $10K sold.

Bridgeworth first reported a position in HUSV in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 18 funds tracked by Wall St. Rank hold HUSV as of Q3 2018.

  • Bridgeworth reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 455 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2018, an estimated $10K.
  • Bridgeworth first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's First Trust Horizon Managed Volatility Domestic ETF position peaked at $10K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.