Coppell Advisory Solutions’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-220	Closed	-$8.22K	–	1014
2024 Q4	$8.22K	Buy	220 +140	+175%	+$5.38K	﹤0.01%	1181
2024 Q3	$3.05K	Hold	80	–	–	﹤0.01%	1366
2024 Q2	$2.83K	Buy	+80	New	+$2.8K	﹤0.01%	1323
2023 Q4	$2.69K	Buy	+80	New	+$2.58K	﹤0.01%	1237
2023 Q3	–	Sell	-80	Closed	-$2.6K	–	1343
2023 Q2	$2.6K	Buy	+80	New	+$2.6K	﹤0.01%	972

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AAS

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

AAS

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BEI

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

Coppell Advisory Solutions's HUSV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2025, closing a stake of 220 shares — an estimated $8.22K sold.

Coppell Advisory Solutions first reported a position in HUSV in Q2 2023 and held it in 5 quarters. The position peaked at $8.22K in Q4 2024. 52 funds tracked by Wall St. Rank hold HUSV as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 220 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2025, an estimated $8.22K.
Coppell Advisory Solutions first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's First Trust Horizon Managed Volatility Domestic ETF position peaked at $8.22K in Q4 2024.
52 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.