Fidelity Investments’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Fidelity Investments’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
2024 Q2	–	Sell	-1	Closed	-$36	–	5497
2024 Q1	$36	Buy	+1	New	+$35	﹤0.01%	5079
2023 Q3	–	Sell	-1	Closed	-$33	–	5409
2023 Q2	$33	Buy	+1	New	+$32	﹤0.01%	5084
2020 Q2	–	Sell	-1	Closed	–	–	3857
2020 Q1	$0	Buy	+1	New	+$26	﹤0.01%	3911

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GSEP

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

AAS

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Fidelity Investments's HUSV Position: Q2 2024 in Review

Fidelity Investments sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2024, closing a stake of 1 share — an estimated $36 sold.

Fidelity Investments first reported a position in HUSV in Q1 2020 and held it in 3 quarters. The position peaked at $36 in Q1 2024. 43 funds tracked by Wall St. Rank hold HUSV as of Q2 2024.

Fidelity Investments reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2024 after selling out during the quarter.
Fidelity Investments sold 1 First Trust Horizon Managed Volatility Domestic ETF share in Q2 2024, an estimated $36.
Fidelity Investments first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2020 and held it in 3 quarters.
Fidelity Investments's First Trust Horizon Managed Volatility Domestic ETF position peaked at $36 in Q1 2024.
43 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.