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

Lloyd 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 Q2	–	Sell	-3,498	Closed	-$134K	–	796
2026 Q1	$134K	Buy	+3,498	New	+$138K	0.04%	185

Other funds holding HUSV

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lloyd Advisory Services's HUSV Position: Q2 2026 in Review

Lloyd Advisory Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2026, closing a stake of 3,498 shares — an estimated $134K sold.

Lloyd Advisory Services first reported a position in HUSV in Q1 2026 and held it in 1 quarter. The position peaked at $134K in Q1 2026. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

Lloyd Advisory Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 3,498 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $134K.
Lloyd Advisory Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $134K in Q1 2026.
50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.