Gradient Investments’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Gradient Investments’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 Q1	–	Sell	-708	Closed	-$20K	–	1149
2019 Q4	$20K	Buy	+708	New	+$19.4K	﹤0.01%	567
2017 Q2	–	Sell	-157	Closed	-$3K	–	849
2017 Q1	$3K	Buy	+157	New	+$3.26K	﹤0.01%	660

Other funds holding HUSV

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FAIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's HUSV Position: Q1 2020 in Review

Gradient Investments sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2020, closing a stake of 708 shares — an estimated $20K sold.

Gradient Investments first reported a position in HUSV in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 35 funds tracked by Wall St. Rank hold HUSV as of Q1 2020.

Gradient Investments reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2020 after selling out during the quarter.
Gradient Investments sold 708 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2020, an estimated $20K.
Gradient Investments first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2017 and held it in 2 quarters.
Gradient Investments's First Trust Horizon Managed Volatility Domestic ETF position peaked at $20K in Q4 2019.
35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.