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

FDx 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
2019 Q3	–	Sell	-366,996	Closed	-$9.72M	–	704
2019 Q2	$9.72M	Sell	366,996 -63,432	-15%	-$1.63M	0.38%	59
2019 Q1	$10.8M	Buy	+430,428	New	+$10.3M	0.44%	45
2018 Q4	–	Sell	-353,876	Closed	-$8.51M	–	654
2018 Q3	$8.51M	Buy	353,876 +11,304	+3%	+$267K	0.32%	60
2018 Q2	$7.79M	Buy	342,572 +41,990	+14%	+$952K	0.28%	74
2018 Q1	$6.72M	Buy	300,582 +11,910	+4%	+$272K	0.2%	93
2017 Q4	$6.63M	Buy	288,672 +14,560	+5%	+$332K	0.18%	94
2017 Q3	$6.08M	Sell	274,112 -2,571	-0.9%	-$56.8K	0.17%	100
2017 Q2	$6.04M	Buy	276,683 +13,326	+5%	+$288K	0.18%	91
2017 Q1	$5.57M	Sell	263,357 -236,875	-47%	-$4.92M	0.17%	109
2016 Q4	$10M	Buy	500,232 +178,869	+56%	+$3.52M	0.29%	74
2016 Q3	$6.35M	Buy	+321,363	New	+$6.36M	0.26%	69

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FDx Advisors's HUSV Position: Q3 2019 in Review

FDx Advisors sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2019, closing a stake of 366,996 shares — an estimated $9.72M sold.

FDx Advisors first reported a position in HUSV in Q3 2016 and held it in 11 quarters. The position peaked at $10.8M in Q1 2019. 27 funds tracked by Wall St. Rank hold HUSV as of Q3 2019.

FDx Advisors reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 366,996 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2019, an estimated $9.72M.
FDx Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2016 and held it in 11 quarters.
FDx Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $10.8M in Q1 2019.
27 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.