JWCA
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J.W. Cole Advisors’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

J.W. Cole Advisors’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
2026
Q2 		$393K Buy
+10,002
New +$391K 0.01% 1131
2026
Q1 		– Sell
-15,850
Closed -$613K – 1069
2025
Q4 		$613K Sell
15,850
-135
-0.8% -$5.25K 0.01% 821
2025
Q3 		$637K Buy
15,985
+295
+2% +$11.7K 0.01% 901
2025
Q2 		$627K Buy
15,690
+585
+4% +$23.1K 0.01% 837
2025
Q1 		$607K Sell
15,105
-440
-3% -$17.2K 0.02% 708
2024
Q4 		$581K Buy
15,545
+565
+4% +$21.7K 0.02% 560
2024
Q3 		$573K Buy
14,980
+1,949
+15% +$72K 0.02% 554
2024
Q2 		$461K Buy
13,031
+3,300
+34% +$115K 0.02% 539
2024
Q1 		$348K Buy
+9,731
New +$336K 0.02% 640

Other funds holding HUSV

GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

J.W. Cole Advisors's HUSV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2026: 10,002 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HUSV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $637K in Q3 2025. 17 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

  • J.W. Cole Advisors held 10,002 shares of First Trust Horizon Managed Volatility Domestic ETF worth $393K as of Q2 2026.
  • First Trust Horizon Managed Volatility Domestic ETF was a new J.W. Cole Advisors position in Q2 2026.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1131 holding.
  • J.W. Cole Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2024 and has held it in 9 quarters since.
  • J.W. Cole Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $637K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.