Colton Groome Financial Advisors’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Colton Groome Financial Advisors’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
2020 Q1	–	Sell	-12,571	Closed	-$350K	–	68
2019 Q4	$350K	Sell	12,571 -4,970	-28%	-$136K	0.25%	52
2019 Q3	$474K	Sell	17,541 -8,104	-32%	-$219K	0.35%	47
2019 Q2	$680K	Buy	+25,645	New	+$659K	0.54%	29

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

OPS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Colton Groome Financial Advisors's HUSV Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2020, closing a stake of 12,571 shares — an estimated $350K sold.

Colton Groome Financial Advisors first reported a position in HUSV in Q2 2019 and held it in 3 quarters. The position peaked at $680K in Q2 2019. 35 funds tracked by Wall St. Rank hold HUSV as of Q1 2020.

Colton Groome Financial Advisors reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2020 after selling out during the quarter.
Colton Groome Financial Advisors sold 12,571 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2020, an estimated $350K.
Colton Groome Financial Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2019 and held it in 3 quarters.
Colton Groome Financial Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $680K in Q2 2019.
35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.