Osaic Holdings
HUSV icon

Osaic Holdings’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Osaic Holdings’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
Q1 		$102K Sell
2,657
-9,262
-78% -$364K ﹤0.01% 4672
2025
Q4 		$461K Buy
11,919
+3,667
+44% +$143K ﹤0.01% 3409
2025
Q3 		$329K Buy
8,252
+1,952
+31% +$77.7K ﹤0.01% 3780
2025
Q2 		$252K Buy
6,300
+2,370
+60% +$93.4K ﹤0.01% 3749
2025
Q1 		$158K Sell
3,930
-5,984
-60% -$233K ﹤0.01% 3832
2024
Q4 		$264K Buy
9,914
+1,951
+25% +$75K ﹤0.01% 3348
2024
Q3 		$305K Buy
7,963
+1,388
+21% +$51.3K ﹤0.01% 3298
2024
Q2 		$233K Sell
6,575
-11,720
-64% -$410K ﹤0.01% 3420
2024
Q1 		$655K Sell
18,295
-29,327
-62% -$1.01M ﹤0.01% 2713
2023
Q4 		$1.6M Sell
47,622
-8,549
-15% -$276K ﹤0.01% 2051
2023
Q3 		$1.75M Buy
56,171
+6,648
+13% +$216K ﹤0.01% 2126
2023
Q2 		$1.63M Sell
49,523
-842
-2% -$27.3K ﹤0.01% 2055
2023
Q1 		$1.63M Buy
50,365
+1,055
+2% +$34.1K ﹤0.01% 2011
2022
Q4 		$1.63M Buy
49,310
+22,479
+84% +$726K ﹤0.01% 1922
2022
Q3 		$796K Buy
26,831
+14,862
+124% +$483K ﹤0.01% 2441
2022
Q2 		$383K Buy
11,969
+2,458
+26% +$82.1K ﹤0.01% 3199
2022
Q1 		$324K Buy
9,511
+961
+11% +$32.6K ﹤0.01% 3623
2021
Q4 		$307K Sell
8,550
-1,025
-11% -$34.7K ﹤0.01% 3541
2021
Q3 		$306K Buy
9,575
+745
+8% +$24.6K ﹤0.01% 3526
2021
Q2 		$280K Sell
8,830
-1,691
-16% -$53.3K ﹤0.01% 3579
2021
Q1 		$315K Sell
10,521
-1,649
-14% -$47.4K ﹤0.01% 3331
2020
Q4 		$353K Sell
12,170
-1,611
-12% -$45.5K ﹤0.01% 2964
2020
Q3 		$375K Buy
13,781
+11,419
+483% +$310K ﹤0.01% 2698
2020
Q2 		$59K Sell
2,362
-18,224
-89% -$442K ﹤0.01% 4071
2020
Q1 		$447K Buy
+20,586
New +$545K ﹤0.01% 2200

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings's HUSV Position: Q1 2026 in Review

Osaic Holdings reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 78% in Q1 2026, selling an estimated $364K and leaving 2,657 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #4672.

Osaic Holdings first reported a position in HUSV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.75M in Q3 2023. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • Osaic Holdings held 2,657 shares of First Trust Horizon Managed Volatility Domestic ETF worth $102K as of Q1 2026.
  • Osaic Holdings sold 9,262 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $364K.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4672 holding.
  • Osaic Holdings first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.75M in Q3 2023.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.