Envestnet Portfolio Solutions’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Envestnet Portfolio 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 Q2	–	Sell	-22,172	Closed	-$891K	–	1590
2025 Q1	$891K	Sell	22,172 -597	-3%	-$23.3K	﹤0.01%	835
2024 Q4	$851K	Buy	22,769 +3,082	+16%	+$119K	﹤0.01%	1003
2024 Q3	$753K	Sell	19,687 -3,700	-16%	-$137K	﹤0.01%	1012
2024 Q2	$828K	Buy	23,387 +780	+3%	+$27.3K	﹤0.01%	926
2024 Q1	$809K	Buy	22,607 +3,736	+20%	+$129K	﹤0.01%	923
2023 Q4	$633K	Buy	18,871 +1,421	+8%	+$45.8K	﹤0.01%	948
2023 Q3	$544K	Buy	+17,450	New	+$566K	﹤0.01%	952

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

GSEP

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

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

AAS

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

AAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BEI

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

Envestnet Portfolio Solutions's HUSV Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2025, closing a stake of 22,172 shares — an estimated $891K sold.

Envestnet Portfolio Solutions first reported a position in HUSV in Q3 2023 and held it in 7 quarters. The position peaked at $891K in Q1 2025. 49 funds tracked by Wall St. Rank hold HUSV as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 22,172 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2025, an estimated $891K.
Envestnet Portfolio Solutions first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's First Trust Horizon Managed Volatility Domestic ETF position peaked at $891K in Q1 2025.
49 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.