Ladenburg Thalmann Financial Services’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$656K	Buy	23,584 +5,980	+34%	+$164K	﹤0.01%	1597
2019 Q3	$485K	Sell	17,604 -151	-0.9%	-$4.08K	﹤0.01%	1793
2019 Q2	$471K	Buy	17,755 +9,798	+123%	+$252K	﹤0.01%	1800
2019 Q1	$199K	Sell	7,957 -2,277	-22%	-$54.3K	﹤0.01%	2400
2018 Q4	$228K	Buy	10,234 +8,473	+481%	+$197K	﹤0.01%	2145
2018 Q3	$42K	Sell	1,761 -8,232	-82%	-$195K	﹤0.01%	3430
2018 Q2	$223K	Hold	9,993	–	–	﹤0.01%	2151
2018 Q1	$223K	Sell	9,993 -4,646	-32%	-$106K	﹤0.01%	2151
2017 Q4	$336K	Buy	14,639 +13,498	+1,183%	+$308K	﹤0.01%	1820
2017 Q3	$25K	Sell	1,141 -289	-20%	-$6.39K	﹤0.01%	3553
2017 Q2	$31K	Hold	1,430	–	–	﹤0.01%	3333
2017 Q1	$30K	Buy	+1,430	New	+$29.7K	﹤0.01%	3275

Other funds holding HUSV

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

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

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

BCM

Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HUSV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 34% in Q4 2019, buying an estimated $164K and bringing the position to 23,584 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Ladenburg Thalmann Financial Services first reported a position in HUSV in Q1 2017 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold HUSV as of Q4 2019.

Ladenburg Thalmann Financial Services held 23,584 shares of First Trust Horizon Managed Volatility Domestic ETF worth $656K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 5,980 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2019, an estimated $164K.
First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1597 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2017 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.