Independent Advisor Alliance’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Independent Advisor Alliance’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	-7,722	Closed	-$215K	–	592
2019 Q4	$215K	Buy	+7,722	New	+$212K	0.01%	801

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

Independent Advisor Alliance's HUSV Position: Q1 2020 in Review

Independent Advisor Alliance sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2020, closing a stake of 7,722 shares — an estimated $215K sold.

Independent Advisor Alliance first reported a position in HUSV in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 35 funds tracked by Wall St. Rank hold HUSV as of Q1 2020.

Independent Advisor Alliance reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2020 after selling out during the quarter.
Independent Advisor Alliance sold 7,722 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2020, an estimated $215K.
Independent Advisor Alliance first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2019 and held it in 1 quarter.
Independent Advisor Alliance's First Trust Horizon Managed Volatility Domestic ETF position peaked at $215K in Q4 2019.
35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.