Commonwealth Equity Services’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Commonwealth Equity 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
2024 Q1	–	Sell	-10,480	Closed	-$352K	–	4054
2023 Q4	$352K	Sell	10,480 -8,313	-44%	-$268K	﹤0.01%	3025
2023 Q3	$585K	Sell	18,793 -4,680	-20%	-$152K	﹤0.01%	2464
2023 Q2	$773K	Buy	23,473 +17,020	+264%	+$553K	﹤0.01%	2281
2023 Q1	$208	Buy	+6,453	New	+$209K	﹤0.01%	3281
2020 Q3	–	Sell	-9,347	Closed	-$237K	–	3085
2020 Q2	$237K	Sell	9,347 -3,865	-29%	-$93.7K	﹤0.01%	2464
2020 Q1	$286K	Sell	13,212 -19,045	-59%	-$504K	﹤0.01%	2102
2019 Q4	$897K	Buy	32,257 +22,051	+216%	+$604K	﹤0.01%	1494
2019 Q3	$281K	Buy	+10,206	New	+$276K	﹤0.01%	2293

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services's HUSV Position: Q1 2024 in Review

Commonwealth Equity Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2024, closing a stake of 10,480 shares — an estimated $352K sold.

Commonwealth Equity Services first reported a position in HUSV in Q3 2019 and held it in 8 quarters. The position peaked at $897K in Q4 2019. 38 funds tracked by Wall St. Rank hold HUSV as of Q1 2024.

Commonwealth Equity Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2024 after selling out during the quarter.
Commonwealth Equity Services sold 10,480 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2024, an estimated $352K.
Commonwealth Equity Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2019 and held it in 8 quarters.
Commonwealth Equity Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $897K in Q4 2019.
38 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2024.

Based on Commonwealth Equity Services's 13F filing for Q1 2024, filed 29 Apr 2024.