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Money Concepts Capital’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Money Concepts Capital’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
2022
Q4 		– Sell
-1,352
Closed -$40K – 3285
2022
Q3 		$40K Buy
+1,352
New +$43.9K ﹤0.01% 758

Other funds holding HUSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Money Concepts Capital's HUSV Position: Q4 2022 in Review

Money Concepts Capital sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2022, closing a stake of 1,352 shares — an estimated $40K sold.

Money Concepts Capital first reported a position in HUSV in Q3 2022 and held it in 1 quarter. The position peaked at $40K in Q3 2022. 35 funds tracked by Wall St. Rank hold HUSV as of Q4 2022.

  • Money Concepts Capital reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 1,352 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2022, an estimated $40K.
  • Money Concepts Capital first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2022 and held it in 1 quarter.
  • Money Concepts Capital's First Trust Horizon Managed Volatility Domestic ETF position peaked at $40K in Q3 2022.
  • 35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.