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 Q2	–	Sell	-40	Closed	-$1.53K	–	3268
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 New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

BEI

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

MAI Capital Management's HUSV Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2026, closing a stake of 40 shares — an estimated $1.53K sold.

MAI Capital Management first reported a position in HUSV in Q4 2024 and held it in 6 quarters. The position peaked at $1.61K in Q1 2025. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

MAI Capital Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 40 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $1.53K.
MAI Capital Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.61K in Q1 2025.
50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.