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

HBW 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
2023 Q4	–	Sell	-1,804	Closed	-$56K	–	316
2023 Q3	$56K	Buy	+1,804	New	+$58.6K	0.01%	282
2022 Q4	–	Sell	-2,360	Closed	-$70K	–	265
2022 Q3	$70K	Buy	+2,360	New	+$76.7K	0.02%	221
2022 Q1	–	Sell	-44,995	Closed	-$1.61M	–	245
2021 Q4	$1.61M	Buy	44,995 +631	+1%	+$21.4K	0.37%	71
2021 Q3	$1.42M	Buy	44,364 +108	+0.2%	+$3.56K	0.37%	75
2021 Q2	$1.41M	Sell	44,256 -11,590	-21%	-$365K	0.37%	76
2021 Q1	$1.68M	Sell	55,846 -32,760	-37%	-$941K	0.45%	74
2020 Q4	$2.56M	Buy	88,606 +155	+0.2%	+$4.38K	0.78%	50
2020 Q3	$2.42M	Sell	88,451 -6,770	-7%	-$184K	0.99%	37
2020 Q2	$2.42M	Buy	95,221 +58,426	+159%	+$1.42M	1.12%	25
2020 Q1	$798K	Sell	36,795 -63,228	-63%	-$1.67M	0.58%	57
2019 Q4	$2.78M	Buy	+100,023	New	+$2.74M	1.62%	15

Other funds holding HUSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $110B AUM 26.29% 1-Year Est. Return

AAS

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 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

HBW Advisory Services's HUSV Position: Q4 2023 in Review

HBW Advisory Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2023, closing a stake of 1,804 shares — an estimated $56K sold.

HBW Advisory Services first reported a position in HUSV in Q4 2019 and held it in 11 quarters. The position peaked at $2.78M in Q4 2019. 39 funds tracked by Wall St. Rank hold HUSV as of Q4 2023.

HBW Advisory Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2023 after selling out during the quarter.
HBW Advisory Services sold 1,804 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2023, an estimated $56K.
HBW Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2019 and held it in 11 quarters.
HBW Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.78M in Q4 2019.
39 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2023.

Based on HBW Advisory Services's 13F filing for Q4 2023, filed 16 Jan 2024.