Northwestern Mutual Wealth Management’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Northwestern Mutual Wealth 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
2023 Q3	–	Sell	-720	Closed	-$23.7K	–	3405
2023 Q2	$23.7K	Buy	+720	New	+$23.4K	﹤0.01%	2259
2020 Q3	–	Sell	-16	Closed	–	–	2599
2020 Q2	$0	Sell	16 -42	-72%	-$1.02K	﹤0.01%	2530
2020 Q1	$1K	Buy	+58	New	+$1.53K	﹤0.01%	2402
2018 Q1	–	Sell	-524	Closed	-$12K	–	2299
2017 Q4	$12K	Buy	524 +308	+143%	+$7.03K	﹤0.01%	1678
2017 Q3	$5K	Buy	+216	New	+$4.77K	﹤0.01%	1815

Other funds holding HUSV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Northwestern Mutual Wealth Management's HUSV Position: Q3 2023 in Review

Northwestern Mutual Wealth Management sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2023, closing a stake of 720 shares — an estimated $23.7K sold.

Northwestern Mutual Wealth Management first reported a position in HUSV in Q3 2017 and held it in 5 quarters. The position peaked at $23.7K in Q2 2023. 40 funds tracked by Wall St. Rank hold HUSV as of Q3 2023.

Northwestern Mutual Wealth Management reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 720 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2023, an estimated $23.7K.
Northwestern Mutual Wealth Management first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2017 and held it in 5 quarters.
Northwestern Mutual Wealth Management's First Trust Horizon Managed Volatility Domestic ETF position peaked at $23.7K in Q2 2023.
40 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.