Concurrent Investment Advisors’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Concurrent Investment 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
2025 Q3	–	Sell	-20,241	Closed	-$808K	–	1544
2025 Q2	$808K	Sell	20,241 -13,642	-40%	-$538K	0.02%	666
2025 Q1	$1.36M	Sell	33,883 -1,128	-3%	-$44K	0.03%	458
2024 Q4	$1.31M	Buy	35,011 +794	+2%	+$30.5K	0.04%	423
2024 Q3	$1.31M	Buy	34,217 +23,423	+217%	+$865K	0.04%	410
2024 Q2	$382K	Buy	+10,794	New	+$378K	0.01%	669

Other funds holding HUSV

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Concurrent Investment Advisors's HUSV Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2025, closing a stake of 20,241 shares — an estimated $808K sold.

Concurrent Investment Advisors first reported a position in HUSV in Q2 2024 and held it in 5 quarters. The position peaked at $1.36M in Q1 2025. 41 funds tracked by Wall St. Rank hold HUSV as of Q3 2025.

Concurrent Investment Advisors reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 20,241 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2025, an estimated $808K.
Concurrent Investment Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2024 and held it in 5 quarters.
Concurrent Investment Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.36M in Q1 2025.
41 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.