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Orion Portfolio Solutions’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-37,637
Closed -$1.41M – 1918
2024
Q4 		$1.41M Sell
37,637
-345
-0.9% -$13.3K 0.01% 875
2024
Q3 		$1.45M Sell
37,982
-1,583
-4% -$58.5K 0.01% 849
2024
Q2 		$1.4M Sell
39,565
-500
-1% -$17.5K 0.01% 817
2024
Q1 		$1.43M Sell
40,065
-3,415
-8% -$118K 0.02% 815
2023
Q4 		$1.46M Sell
43,480
-1,807
-4% -$58.3K 0.02% 777
2023
Q3 		$1.41M Sell
45,287
-3,134
-6% -$102K 0.02% 764
2023
Q2 		$1.59M Sell
48,421
-1,955
-4% -$63.5K 0.02% 753
2023
Q1 		$1.63M Sell
50,376
-197
-0.4% -$6.37K 0.02% 675
2022
Q4 		$1.67M Sell
50,573
-1,618
-3% -$52.3K 0.06% 217
2022
Q3 		$1.55M Sell
52,191
-1,923
-4% -$62.5K 0.06% 191
2022
Q2 		$1.73M Sell
54,114
-48,532
-47% -$1.62M 0.07% 176
2022
Q1 		$3.57M Buy
102,646
+935
+0.9% +$31.7K 0.13% 110
2021
Q4 		$3.65M Buy
101,711
+1,273
+1% +$43.1K 0.12% 110
2021
Q3 		$3.21M Buy
100,438
+4,547
+5% +$150K 0.12% 115
2021
Q2 		$3.04M Sell
95,891
-21,277
-18% -$670K 0.12% 111
2021
Q1 		$3.51M Sell
117,168
-106,613
-48% -$3.06M 0.15% 89
2020
Q4 		$6.46M Sell
223,781
-76,698
-26% -$2.17M 0.3% 58
2020
Q3 		$8.21M Sell
300,479
-95,749
-24% -$2.6M 0.43% 42
2020
Q2 		$10.1M Sell
396,228
-83,612
-17% -$2.03M 0.55% 37
2020
Q1 		$10.4M Buy
+479,840
New +$12.7M 0.72% 22

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Orion Portfolio Solutions's HUSV Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q1 2025, closing a stake of 37,637 shares — an estimated $1.41M sold.

Orion Portfolio Solutions first reported a position in HUSV in Q1 2020 and held it in 20 quarters. The position peaked at $10.4M in Q1 2020. 52 funds tracked by Wall St. Rank hold HUSV as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 37,637 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2025, an estimated $1.41M.
  • Orion Portfolio Solutions first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2020 and held it in 20 quarters.
  • Orion Portfolio Solutions's First Trust Horizon Managed Volatility Domestic ETF position peaked at $10.4M in Q1 2020.
  • 52 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.