First Allied Advisory Services’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.79M	Sell	65,589 -9,338	-12%	-$253K	0.06%	319
2020 Q2	$1.91M	Buy	74,927 +5,733	+8%	+$139K	0.07%	286
2020 Q1	$1.5M	Sell	69,194 -35,239	-34%	-$933K	0.06%	304
2019 Q4	$2.9M	Sell	104,433 -2,161	-2%	-$59.2K	0.1%	234
2019 Q3	$2.93M	Buy	106,594 +13,068	+14%	+$354K	0.1%	229
2019 Q2	$2.48M	Buy	93,526 +8,265	+10%	+$212K	0.09%	262
2019 Q1	$2.14M	Buy	85,261 +29,503	+53%	+$704K	0.07%	282
2018 Q4	$1.24M	Buy	55,758 +18,738	+51%	+$436K	0.05%	371
2018 Q3	$891K	Buy	37,020 +9,987	+37%	+$236K	0.03%	504
2018 Q2	$616K	Buy	+27,033	New	+$613K	0.02%	605
2018 Q1	–	Sell	-5,604	Closed	-$129K	–	1288
2017 Q4	$129K	Buy	+5,604	New	+$128K	0.01%	1167

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

LWS

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

OPS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FAIM

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

HWM

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

RJA

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

First Allied Advisory Services's HUSV Position: Q3 2020 in Review

First Allied Advisory Services reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 12% in Q3 2020, selling an estimated $253K and leaving 65,589 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #319.

First Allied Advisory Services first reported a position in HUSV in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.93M in Q3 2019. 26 funds tracked by Wall St. Rank hold HUSV as of Q3 2020.

First Allied Advisory Services held 65,589 shares of First Trust Horizon Managed Volatility Domestic ETF worth $1.79M as of Q3 2020.
First Allied Advisory Services sold 9,338 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2020, an estimated $253K.
First Trust Horizon Managed Volatility Domestic ETF made up 0.06% of First Allied Advisory Services's portfolio in Q3 2020, its #319 holding.
First Allied Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2017 and has held it in 11 quarters since.
First Allied Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.93M in Q3 2019.
26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.