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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
Q1 		$134K Buy
+3,498
New +$138K 0.04% 185

Other funds holding HUSV

Bank of New York Mellon
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lloyd Advisory Services's HUSV Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2026: 3,498 shares worth $134K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings.

47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • Lloyd Advisory Services held 3,498 shares of First Trust Horizon Managed Volatility Domestic ETF worth $134K as of Q1 2026.
  • First Trust Horizon Managed Volatility Domestic ETF was a new Lloyd Advisory Services position in Q1 2026.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q1 2026, its #185 holding.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.