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EWG Elevate’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-578
Closed -$19.1K – 366
2022
Q4 		$19.1K Buy
+578
New +$18.7K 0.01% 297

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 $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

EWG Elevate's HUSV Position: Q1 2023 in Review

EWG Elevate sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2023, closing a stake of 578 shares — an estimated $19.1K sold.

EWG Elevate first reported a position in HUSV in Q4 2022 and held it in 1 quarter. The position peaked at $19.1K in Q4 2022. 39 funds tracked by Wall St. Rank hold HUSV as of Q1 2023.

  • EWG Elevate reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 578 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2023, an estimated $19.1K.
  • EWG Elevate first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's First Trust Horizon Managed Volatility Domestic ETF position peaked at $19.1K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.