First Heartland Consultants’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

First Heartland Consultants’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	–	Sell	-29,052	Closed	-$739K	–	307
2020 Q2	$739K	Sell	29,052 -1,418	-5%	-$34.4K	0.15%	118
2020 Q1	$661K	Sell	30,470 -31,169	-51%	-$825K	0.17%	110
2019 Q4	$1.72M	Buy	+61,639	New	+$1.69M	0.34%	75

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 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

First Heartland Consultants's HUSV Position: Q3 2020 in Review

First Heartland Consultants sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2020, closing a stake of 29,052 shares — an estimated $739K sold.

First Heartland Consultants first reported a position in HUSV in Q4 2019 and held it in 3 quarters. The position peaked at $1.72M in Q4 2019. 26 funds tracked by Wall St. Rank hold HUSV as of Q3 2020.

First Heartland Consultants reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2020 after selling out during the quarter.
First Heartland Consultants sold 29,052 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2020, an estimated $739K.
First Heartland Consultants first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2019 and held it in 3 quarters.
First Heartland Consultants's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.72M in Q4 2019.
26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2020.

Based on First Heartland Consultants's 13F filing for Q3 2020, filed 21 Oct 2020.