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 Q2	$181K	Buy	4,616 +1,959	+74%	+$76.5K	﹤0.01%	4508
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 New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings's HUSV Position: Q2 2026 in Review

Osaic Holdings increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 74% in Q2 2026, buying an estimated $76.5K and bringing the position to 4,616 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Osaic Holdings first reported a position in HUSV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.75M in Q3 2023. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

Osaic Holdings held 4,616 shares of First Trust Horizon Managed Volatility Domestic ETF worth $181K as of Q2 2026.
Osaic Holdings bought 1,959 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $76.5K.
First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4508 holding.
Osaic Holdings first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's First Trust Horizon Managed Volatility Domestic ETF position peaked at $1.75M in Q3 2023.
50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.