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

Carlson Financial’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
Q2 		$573K Sell
14,584
-1,111
-7% -$43.4K 0.29% 80
2026
Q1 		$602K Sell
15,695
-1,632
-9% -$64.2K 0.35% 72
2025
Q4 		$670K Buy
+17,327
New +$674K 0.39% 55

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Carlson Financial's HUSV Position: Q2 2026 in Review

Carlson Financial reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 7.1% in Q2 2026, selling an estimated $43.4K and leaving 14,584 shares worth $573K. The position accounts for 0.29% of the portfolio, ranked #80.

Carlson Financial first reported a position in HUSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $670K in Q4 2025. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

  • Carlson Financial held 14,584 shares of First Trust Horizon Managed Volatility Domestic ETF worth $573K as of Q2 2026.
  • Carlson Financial sold 1,111 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $43.4K.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.29% of Carlson Financial's portfolio in Q2 2026, its #80 holding.
  • Carlson Financial first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's First Trust Horizon Managed Volatility Domestic ETF position peaked at $670K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.