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

CoreCap 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
2022
Q3 		– Sell
-121
Closed -$4K – 1208
2022
Q2 		$4K Buy
+121
New +$4.04K ﹤0.01% 1719
2022
Q1 		– Sell
-121
Closed -$4K – 1218
2021
Q4 		$4K Buy
+121
New +$4.1K ﹤0.01% 1798

Other funds holding HUSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

CoreCap Advisors's HUSV Position: Q3 2022 in Review

CoreCap Advisors sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2022, closing a stake of 121 shares — an estimated $4K sold.

CoreCap Advisors first reported a position in HUSV in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 33 funds tracked by Wall St. Rank hold HUSV as of Q3 2022.

  • CoreCap Advisors reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 121 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2022, an estimated $4K.
  • CoreCap Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $4K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.