Creative Planning
HUSV icon

Creative Planning’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-295
Closed -$6K – 4704
2017
Q1 		$6K Buy
+295
New +$6.13K ﹤0.01% 3874

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's HUSV Position: Q2 2017 in Review

Creative Planning sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2017, closing a stake of 295 shares — an estimated $6K sold.

Creative Planning first reported a position in HUSV in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 11 funds tracked by Wall St. Rank hold HUSV as of Q2 2017.

  • Creative Planning reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 295 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2017, an estimated $6K.
  • Creative Planning first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's First Trust Horizon Managed Volatility Domestic ETF position peaked at $6K in Q1 2017.
  • 11 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.