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

Kestra 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
2026 Q1	–	Sell	-5,839	Closed	-$226K	–	3689
2025 Q4	$226K	Sell	5,839 -1,003	-15%	-$39K	﹤0.01%	2780
2025 Q3	$273K	Sell	6,842 -3,161	-32%	-$126K	﹤0.01%	2527
2025 Q2	$399K	Sell	10,003 -1,324	-12%	-$52.2K	﹤0.01%	2132
2025 Q1	$455K	Sell	11,327 -215	-2%	-$8.39K	﹤0.01%	1868
2024 Q4	$431K	Sell	11,542 -3,487	-23%	-$134K	﹤0.01%	1970
2024 Q3	$575K	Sell	15,029 -3,616	-19%	-$134K	﹤0.01%	1684
2024 Q2	$660K	Sell	18,645 -7,741	-29%	-$271K	﹤0.01%	1600
2024 Q1	$944K	Sell	26,386 -22,830	-46%	-$789K	0.01%	1279
2023 Q4	$1.65M	Sell	49,216 -24,840	-34%	-$801K	0.01%	887
2023 Q3	$2.31M	Buy	74,056 +15,210	+26%	+$494K	0.02%	636
2023 Q2	$1.94M	Buy	58,846 +4,588	+8%	+$149K	0.02%	680
2023 Q1	$1.75M	Sell	54,258 -36,041	-40%	-$1.17M	0.02%	701
2022 Q4	$2.98M	Buy	90,299 +37,798	+72%	+$1.22M	0.03%	599
2022 Q3	$1.56M	Sell	52,501 -8,061	-13%	-$262K	0.02%	769
2022 Q2	$1.94M	Sell	60,562 -4,766	-7%	-$159K	0.02%	689
2022 Q1	$2.27M	Buy	65,328 +26,878	+70%	+$912K	0.02%	637
2021 Q4	$1.38M	Sell	38,450 -45,246	-54%	-$1.53M	0.01%	847
2021 Q3	$2.67M	Sell	83,696 -6,576	-7%	-$217K	0.03%	593
2021 Q2	$2.87M	Sell	90,272 -1,298	-1%	-$40.9K	0.03%	524
2021 Q1	$2.75M	Sell	91,570 -8	-0%	-$230	0.03%	498
2020 Q4	$2.63M	Sell	91,578 -8,933	-9%	-$252K	0.03%	507
2020 Q3	$2.75M	Buy	+100,511	New	+$2.73M	0.05%	352

Other funds holding HUSV

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GSWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Advisory Services's HUSV Position: Q1 2026 in Review

Kestra Advisory Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2026, closing a stake of 5,839 shares — an estimated $226K sold.

Kestra Advisory Services first reported a position in HUSV in Q3 2020 and held it in 22 quarters. The position peaked at $2.98M in Q4 2022. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

Kestra Advisory Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 5,839 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $226K.
Kestra Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2020 and held it in 22 quarters.
Kestra Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.98M in Q4 2022.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.