FWM
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FSA Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

FSA Wealth 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
2020
Q3 		– Sell
-53
Closed -$1K – 186
2020
Q2 		$1K Buy
+53
New +$1.28K ﹤0.01% 373

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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

FSA Wealth Management's HUSV Position: Q3 2020 in Review

FSA Wealth Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2020, closing a stake of 53 shares — an estimated $1K sold.

FSA Wealth Management first reported a position in HUSV in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 26 funds tracked by Wall St. Rank hold HUSV as of Q3 2020.

  • FSA Wealth Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 53 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2020, an estimated $1K.
  • FSA Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2020 and held it in 1 quarter.
  • FSA Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.