Intrepid Financial Planning Group’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Intrepid Financial Planning Group’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
2025 Q4	–	Sell	-39,340	Closed	-$1.57M	–	125
2025 Q3	$1.57M	Sell	39,340 -813	-2%	-$32.3K	0.6%	43
2025 Q2	$1.6M	Buy	40,153 +21,108	+111%	+$832K	0.67%	38
2025 Q1	$765K	Buy	19,045 +13,595	+249%	+$530K	0.35%	56
2024 Q4	$204K	Hold	5,450	–	–	0.09%	111
2024 Q3	$208K	Buy	+5,450	New	+$201K	0.09%	113

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Intrepid Financial Planning Group's HUSV Position: Q4 2025 in Review

Intrepid Financial Planning Group sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2025, closing a stake of 39,340 shares — an estimated $1.57M sold.

Intrepid Financial Planning Group first reported a position in HUSV in Q3 2024 and held it in 5 quarters. The position peaked at $1.6M in Q2 2025. 47 funds tracked by Wall St. Rank hold HUSV as of Q4 2025.

Intrepid Financial Planning Group reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 39,340 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2025, an estimated $1.57M.
Intrepid Financial Planning Group first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2024 and held it in 5 quarters.
Intrepid Financial Planning Group's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.6M in Q2 2025.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2025, filed 13 Feb 2026.