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OneAscent Financial Services’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

OneAscent Financial Services’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
Q1 		– Sell
-9,476
Closed -$313K – 190
2022
Q4 		$313K Buy
+9,476
New +$306K 0.13% 104

Other funds holding HUSV

LPL Financial
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OneAscent Financial Services's HUSV Position: Q1 2023 in Review

OneAscent Financial Services sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2023, closing a stake of 9,476 shares — an estimated $313K sold.

OneAscent Financial Services first reported a position in HUSV in Q4 2022 and held it in 1 quarter. The position peaked at $313K in Q4 2022. 39 funds tracked by Wall St. Rank hold HUSV as of Q1 2023.

  • OneAscent Financial Services reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 9,476 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2023, an estimated $313K.
  • OneAscent Financial Services first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2022 and held it in 1 quarter.
  • OneAscent Financial Services's First Trust Horizon Managed Volatility Domestic ETF position peaked at $313K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.