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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$808K	Sell	20,241 -13,642	-40%	-$545K	0.02%	662
2025 Q1	$1.36M	Sell	33,883 -1,128	-3%	-$45.3K	0.03%	456
2024 Q4	$1.31M	Buy	35,011 +794	+2%	+$29.7K	0.04%	420
2024 Q3	$1.31M	Buy	34,217 +23,423	+217%	+$896K	0.04%	408
2024 Q2	$382K	Buy	+10,794	New	+$382K	0.01%	660