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Kestra Investment Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Kestra Investment Management’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
Q1 		– Sell
-570
Closed -$21.3K – 1143
2024
Q4 		$21.3K Buy
+570
New +$21.9K ﹤0.01% 708

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Kestra Investment Management's HUSV Position: Q1 2025 in Review

Kestra Investment Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2025, closing a stake of 570 shares — an estimated $21.3K sold.

Kestra Investment Management first reported a position in HUSV in Q4 2024 and held it in 1 quarter. The position peaked at $21.3K in Q4 2024. 52 funds tracked by Wall St. Rank hold HUSV as of Q1 2025.

  • Kestra Investment Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 570 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2025, an estimated $21.3K.
  • Kestra Investment Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $21.3K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.