Global Retirement Partners’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Global Retirement Partners’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
2023 Q3	–	Sell	-145	Closed	-$4.77K	–	3298
2023 Q2	$4.77K	Hold	145	–	–	﹤0.01%	2221
2023 Q1	$4.74K	Hold	145	–	–	﹤0.01%	2182
2022 Q4	$4.79K	Hold	145	–	–	﹤0.01%	2038
2022 Q3	$5K	Hold	145	–	–	﹤0.01%	1930
2022 Q2	$5K	Hold	145	–	–	﹤0.01%	1886
2022 Q1	$5K	Buy	+145	New	+$4.92K	﹤0.01%	1884
2021 Q4	–	Sell	-3,560	Closed	-$114K	–	921
2021 Q3	$114K	Hold	3,560	–	–	0.01%	613
2021 Q2	$113K	Buy	3,560 +16	+0.5%	+$504	0.01%	602
2021 Q1	$106K	Sell	3,544 -567	-14%	-$16.3K	0.01%	559
2020 Q4	$119K	Sell	4,111 -1,456	-26%	-$41.1K	0.01%	489
2020 Q3	$152K	Sell	5,567 -310	-5%	-$8.41K	0.02%	408
2020 Q2	$149K	Buy	5,877 +2,577	+78%	+$62.5K	0.02%	408
2020 Q1	$72K	Sell	3,300 -5,522	-63%	-$146K	0.01%	491
2019 Q4	$245K	Sell	8,822 -76	-0.9%	-$2.08K	0.04%	344
2019 Q3	$245K	Buy	8,898 +795	+10%	+$21.5K	0.04%	332
2019 Q2	$215K	Buy	+8,103	New	+$208K	0.04%	335

Other funds holding HUSV

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GSEP

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

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

AWS

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

AAS

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

Global Retirement Partners's HUSV Position: Q3 2023 in Review

Global Retirement Partners sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2023, closing a stake of 145 shares — an estimated $4.77K sold.

Global Retirement Partners first reported a position in HUSV in Q2 2019 and held it in 16 quarters. The position peaked at $245K in Q4 2019. 40 funds tracked by Wall St. Rank hold HUSV as of Q3 2023.

Global Retirement Partners reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 145 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2023, an estimated $4.77K.
Global Retirement Partners first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2019 and held it in 16 quarters.
Global Retirement Partners's First Trust Horizon Managed Volatility Domestic ETF position peaked at $245K in Q4 2019.
40 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.