LPL Financial’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.18M | Sell |
108,881
-185,753
| -63% | -$7.31M | ﹤0.01% | 2800 |
|
|
2025
Q4 | $11.4M | Buy |
294,634
+45,100
| +18% | +$1.76M | ﹤0.01% | 1815 |
|
|
2025
Q3 | $9.94M | Sell |
249,534
-91,269
| -27% | -$3.63M | ﹤0.01% | 1864 |
|
|
2025
Q2 | $13.6M | Sell |
340,803
-18,498
| -5% | -$729K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $14.4M | Buy |
359,301
+58,101
| +19% | +$2.27M | 0.01% | 1359 |
|
|
2024
Q4 | $11.3M | Sell |
301,200
-6,527
| -2% | -$251K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $11.8M | Buy |
307,727
+50,855
| +20% | +$1.88M | 0.01% | 1358 |
|
|
2024
Q2 | $9.1M | Sell |
256,872
-3,698
| -1% | -$129K | ﹤0.01% | 1433 |
|
|
2024
Q1 | $9.32M | Sell |
260,570
-139,688
| -35% | -$4.83M | 0.01% | 1383 |
|
|
2023
Q4 | $13.4M | Sell |
400,258
-60,388
| -13% | -$1.95M | 0.01% | 1073 |
|
|
2023
Q3 | $14.4M | Sell |
460,646
-121,571
| -21% | -$3.95M | 0.01% | 963 |
|
|
2023
Q2 | $19.2M | Buy |
582,217
+24,265
| +4% | +$788K | 0.01% | 815 |
|
|
2023
Q1 | $18M | Sell |
557,952
-94,268
| -14% | -$3.05M | 0.01% | 801 |
|
|
2022
Q4 | $21.5M | Buy |
652,220
+139,860
| +27% | +$4.52M | 0.02% | 678 |
|
|
2022
Q3 | $15.2M | Sell |
512,360
-191,710
| -27% | -$6.23M | 0.01% | 762 |
|
|
2022
Q2 | $22.5M | Buy |
704,070
+167,097
| +31% | +$5.58M | 0.02% | 594 |
|
|
2022
Q1 | $18.7M | Buy |
536,973
+13,361
| +3% | +$453K | 0.02% | 692 |
|
|
2021
Q4 | $18.8M | Buy |
523,612
+40,737
| +8% | +$1.38M | 0.02% | 703 |
|
|
2021
Q3 | $15.4M | Buy |
482,875
+8,429
| +2% | +$278K | 0.01% | 738 |
|
|
2021
Q2 | $15.1M | Sell |
474,446
-7,536
| -2% | -$237K | 0.02% | 705 |
|
|
2021
Q1 | $14.5M | Sell |
481,982
-819,962
| -63% | -$23.5M | 0.02% | 663 |
|
|
2020
Q4 | $37.6M | Buy |
1,301,944
+417,943
| +47% | +$11.8M | 0.05% | 313 |
|
|
2020
Q3 | $24.2M | Sell |
884,001
-185,947
| -17% | -$5.04M | 0.04% | 364 |
|
|
2020
Q2 | $27.2M | Sell |
1,069,948
-266,169
| -20% | -$6.45M | 0.05% | 300 |
|
|
2020
Q1 | $29M | Buy |
1,336,117
+15,224
| +1% | +$403K | 0.06% | 248 |
|
|
2019
Q4 | $36.7M | Buy |
1,320,893
+221,164
| +20% | +$6.06M | 0.07% | 235 |
|
|
2019
Q3 | $30.3M | Buy |
1,099,729
+380,442
| +53% | +$10.3M | 0.06% | 254 |
|
|
2019
Q2 | $19.1M | Buy |
719,287
+157,750
| +28% | +$4.05M | 0.04% | 334 |
|
|
2019
Q1 | $14.1M | Buy |
561,537
+126,077
| +29% | +$3.01M | 0.03% | 399 |
|
|
2018
Q4 | $9.68M | Buy |
435,460
+178,039
| +69% | +$4.15M | 0.03% | 457 |
|
|
2018
Q3 | $6.19M | Buy |
257,421
+100,455
| +64% | +$2.38M | 0.01% | 656 |
|
|
2018
Q2 | $3.57M | Buy |
156,966
+88,527
| +129% | +$2.01M | 0.01% | 859 |
|
|
2018
Q1 | $1.53M | Buy |
68,439
+29,714
| +77% | +$677K | ﹤0.01% | 1291 |
|
|
2017
Q4 | $890K | Buy |
38,725
+3,828
| +11% | +$87.3K | ﹤0.01% | 1608 |
|
|
2017
Q3 | $774K | Buy |
+34,897
| New | +$771K | ﹤0.01% | 1621 |
|
Other funds holding HUSV
GSWM
AAS
BEI
RA
GSEP
LPL Financial's HUSV Position: Q1 2026 in Review
LPL Financial reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 63% in Q1 2026, selling an estimated $7.31M and leaving 108,881 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2800.
LPL Financial first reported a position in HUSV in Q3 2017 and has held it in 35 quarters since. The position peaked at $37.6M in Q4 2020. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.
- LPL Financial held 108,881 shares of First Trust Horizon Managed Volatility Domestic ETF worth $4.18M as of Q1 2026.
- LPL Financial sold 185,753 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $7.31M.
- First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2800 holding.
- LPL Financial first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2017 and has held it in 35 quarters since.
- LPL Financial's First Trust Horizon Managed Volatility Domestic ETF position peaked at $37.6M in Q4 2020.
- 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.