Howe & Rusling’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Howe & Rusling’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
2021 Q1	–	Sell	-520	Closed	-$15K	–	979
2020 Q4	$15K	Hold	520	–	–	﹤0.01%	438
2020 Q3	$14K	Hold	520	–	–	﹤0.01%	393
2020 Q2	$13K	Buy	520 +195	+60%	+$4.73K	﹤0.01%	399
2020 Q1	$7K	Sell	325 -228	-41%	-$6.04K	﹤0.01%	465
2019 Q4	$15K	Buy	553 +261	+89%	+$7.15K	﹤0.01%	420
2019 Q3	$8K	Hold	292	–	–	﹤0.01%	492
2019 Q2	$8K	Buy	+292	New	+$7.5K	﹤0.01%	473

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howe & Rusling's HUSV Position: Q1 2021 in Review

Howe & Rusling sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2021, closing a stake of 520 shares — an estimated $15K sold.

Howe & Rusling first reported a position in HUSV in Q2 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 30 funds tracked by Wall St. Rank hold HUSV as of Q1 2021.

Howe & Rusling reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2021 after selling out during the quarter.
Howe & Rusling sold 520 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2021, an estimated $15K.
Howe & Rusling first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q2 2019 and held it in 7 quarters.
Howe & Rusling's First Trust Horizon Managed Volatility Domestic ETF position peaked at $15K in Q4 2020.
30 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2021.

Based on Howe & Rusling's 13F filing for Q1 2021, filed 13 May 2021.