Brinker Capital Investments’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Brinker Capital Investments’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	-5,192	Closed	-$201K	–	2127
2025 Q4	$201K	Buy	5,192 +167	+3%	+$6.5K	﹤0.01%	2025
2025 Q3	$200K	Buy	+5,025	New	+$200K	﹤0.01%	1976
2025 Q1	–	Sell	-37,637	Closed	-$1.41M	–	1918
2024 Q4	$1.41M	Sell	37,637 -345	-0.9%	-$13.3K	0.01%	875
2024 Q3	$1.45M	Sell	37,982 -1,583	-4%	-$58.5K	0.01%	849
2024 Q2	$1.4M	Sell	39,565 -500	-1%	-$17.5K	0.01%	817
2024 Q1	$1.43M	Sell	40,065 -3,415	-8%	-$118K	0.02%	815
2023 Q4	$1.46M	Sell	43,480 -1,807	-4%	-$58.3K	0.02%	777
2023 Q3	$1.41M	Sell	45,287 -3,134	-6%	-$102K	0.02%	764
2023 Q2	$1.59M	Sell	48,421 -1,955	-4%	-$63.5K	0.02%	753
2023 Q1	$1.63M	Buy	+50,376	New	+$1.63M	0.02%	675

Other funds holding HUSV

Bank of New York Mellon New York $544B AUM 28.31% 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

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 $10.1B AUM 14.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Brinker Capital Investments's HUSV Position: Q1 2026 in Review

Brinker Capital Investments sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2026, closing a stake of 5,192 shares — an estimated $201K sold.

Brinker Capital Investments first reported a position in HUSV in Q1 2023 and held it in 10 quarters. The position peaked at $1.63M in Q1 2023. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

Brinker Capital Investments reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 5,192 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $201K.
Brinker Capital Investments first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2023 and held it in 10 quarters.
Brinker Capital Investments's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.63M in Q1 2023.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.