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MAI Capital Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

MAI Capital Management’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 		$1.53K Hold
40
– – ﹤0.01% 4028
2025
Q4 		$1.55K Hold
40
– – ﹤0.01% 3494
2025
Q3 		$1.59K Hold
40
– – ﹤0.01% 3363
2025
Q2 		$1.6K Hold
40
– – ﹤0.01% 3479
2025
Q1 		$1.61K Hold
40
– – ﹤0.01% 3017
2024
Q4 		$1.5K Buy
+40
New +$1.54K ﹤0.01% 3095

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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

MAI Capital Management's HUSV Position: Q1 2026 in Review

MAI Capital Management held its First Trust Horizon Managed Volatility Domestic ETF (HUSV) position steady in Q1 2026 at 40 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4028.

MAI Capital Management first reported a position in HUSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61K in Q1 2025. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • MAI Capital Management held 40 shares of First Trust Horizon Managed Volatility Domestic ETF worth $1.53K as of Q1 2026.
  • MAI Capital Management left its First Trust Horizon Managed Volatility Domestic ETF share count unchanged in Q1 2026.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4028 holding.
  • MAI Capital Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.61K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.