Principal Securities’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Principal Securities’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 Q3	–	Sell	-39	Closed	-$1.56K	–	3787
2025 Q2	$1.56K	Sell	39 -13,800	-100%	-$544K	﹤0.01%	3220
2025 Q1	$517K	Hold	13,839	–	–	0.01%	759
2024 Q4	$517K	Buy	13,839 +413	+3%	+$15.9K	0.01%	757
2024 Q3	$513K	Buy	13,426 +744	+6%	+$27.5K	0.01%	750
2024 Q2	$449K	Buy	12,682 +570	+5%	+$19.9K	0.01%	741
2024 Q1	$433K	Buy	12,112 +1,453	+14%	+$50.2K	0.01%	726
2023 Q4	$358K	Buy	+10,659	New	+$344K	0.01%	736

Other funds holding HUSV

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

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

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

AAS

Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Principal Securities's HUSV Position: Q3 2025 in Review

Principal Securities sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2025, closing a stake of 39 shares — an estimated $1.56K sold.

Principal Securities first reported a position in HUSV in Q4 2023 and held it in 7 quarters. The position peaked at $517K in Q1 2025. 41 funds tracked by Wall St. Rank hold HUSV as of Q3 2025.

Principal Securities reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 39 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2025, an estimated $1.56K.
Principal Securities first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2023 and held it in 7 quarters.
Principal Securities's First Trust Horizon Managed Volatility Domestic ETF position peaked at $517K in Q1 2025.
41 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.