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

Kingdom Financial 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
2026
Q2 		$3.8K Sell
97
-3,401
-97% -$133K ﹤0.01% 580
2026
Q1 		$134K Sell
3,498
-2,189
-38% -$86.1K 0.04% 185
2025
Q4 		$220K Buy
+5,687
New +$221K 0.07% 142

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Kingdom Financial Group's HUSV Position: Q2 2026 in Review

Kingdom Financial Group reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 97% in Q2 2026, selling an estimated $133K and leaving 97 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Kingdom Financial Group first reported a position in HUSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

  • Kingdom Financial Group held 97 shares of First Trust Horizon Managed Volatility Domestic ETF worth $3.8K as of Q2 2026.
  • Kingdom Financial Group sold 3,401 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $133K.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #580 holding.
  • Kingdom Financial Group first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2025 and has held it in 3 quarters since.
  • Kingdom Financial Group's First Trust Horizon Managed Volatility Domestic ETF position peaked at $220K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.