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

Kestra Private Wealth 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
2025 Q3	–	Sell	-7,682	Closed	-$307K	–	1713
2025 Q2	$307K	Sell	7,682 -2,494	-25%	-$98.3K	﹤0.01%	1273
2025 Q1	$409K	Sell	10,176 -9,526	-48%	-$372K	0.01%	1058
2024 Q4	$736K	Buy	19,702 +29	+0.1%	+$1.11K	0.01%	758
2024 Q3	$752K	Buy	+19,673	New	+$727K	0.01%	716

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Kestra Private Wealth Services's HUSV Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2025, closing a stake of 7,682 shares — an estimated $307K sold.

Kestra Private Wealth Services first reported a position in HUSV in Q3 2024 and held it in 4 quarters. The position peaked at $752K in Q3 2024. 41 funds tracked by Wall St. Rank hold HUSV as of Q3 2025.

Kestra Private Wealth Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 7,682 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2025, an estimated $307K.
Kestra Private Wealth Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2024 and held it in 4 quarters.
Kestra Private Wealth Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $752K in Q3 2024.
41 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.