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Financial Advocates Investment Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-17,947
Closed -$717K – 293
2025
Q2 		$717K Sell
17,947
-384
-2% -$15.1K 0.06% 283
2025
Q1 		$737K Sell
18,331
-367
-2% -$14.3K 0.05% 341
2024
Q4 		$699K Sell
18,698
-1,031
-5% -$39.6K 0.04% 376
2024
Q3 		$754K Sell
19,729
-1,033
-5% -$38.2K 0.04% 367
2024
Q2 		$735K Sell
20,762
-1,568
-7% -$54.9K 0.05% 358
2024
Q1 		$799K Sell
22,330
-2,264
-9% -$78.3K 0.05% 354
2023
Q4 		$825K Sell
24,594
-715
-3% -$23.1K 0.05% 323
2023
Q3 		$788K Sell
25,309
-997
-4% -$32.4K 0.06% 313
2023
Q2 		$866K Sell
26,306
-2,107
-7% -$68.4K 0.06% 293
2023
Q1 		$917K Sell
28,413
-341
-1% -$11K 0.07% 307
2022
Q4 		$950K Sell
28,754
-2,040
-7% -$65.9K 0.07% 300
2022
Q3 		$914K Sell
30,794
-899
-3% -$29.2K 0.08% 270
2022
Q2 		$1.01M Buy
31,693
+545
+2% +$18.2K 0.08% 268
2022
Q1 		$1.08M Sell
31,148
-1,070
-3% -$36.3K 0.07% 287
2021
Q4 		$1.16M Sell
32,218
-744
-2% -$25.2K 0.07% 297
2021
Q3 		$1.05M Sell
32,962
-1,353
-4% -$44.6K 0.07% 297
2021
Q2 		$1.09M Sell
34,315
-943
-3% -$29.7K 0.07% 299
2021
Q1 		$1.06M Sell
35,258
-6,185
-15% -$178K 0.07% 307
2020
Q4 		$1.2M Sell
41,443
-16,867
-29% -$477K 0.08% 273
2020
Q3 		$1.59M Sell
58,310
-8,450
-13% -$229K 0.14% 165
2020
Q2 		$1.7M Buy
66,760
+275
+0.4% +$6.67K 0.16% 156
2020
Q1 		$1.44M Buy
66,485
+14,575
+28% +$386K 0.21% 134
2019
Q4 		$1.44M Buy
51,910
+23,735
+84% +$651K 0.15% 156
2019
Q3 		$776K Buy
+28,175
New +$762K 0.09% 224

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $294M AUM 34.83% 1-Year Est. Return

Financial Advocates Investment Management's HUSV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2025, closing a stake of 17,947 shares — an estimated $717K sold.

Financial Advocates Investment Management first reported a position in HUSV in Q3 2019 and held it in 24 quarters. The position peaked at $1.7M in Q2 2020. 41 funds tracked by Wall St. Rank hold HUSV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,947 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2025, an estimated $717K.
  • Financial Advocates Investment Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.7M in Q2 2020.
  • 41 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.