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Private Trust Company’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Private Trust Company’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
-1,289
Closed -$51.5K – 2611
2025
Q2 		$51.5K Sell
1,289
-37
-3% -$1.46K ﹤0.01% 1208
2025
Q1 		$53.3K Buy
1,326
+514
+63% +$20.1K 0.01% 1169
2024
Q4 		$30.3K Buy
812
+583
+255% +$22.4K ﹤0.01% 1346
2024
Q3 		$8.76K Buy
+229
New +$8.46K ﹤0.01% 1775

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
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
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
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

Private Trust Company's HUSV Position: Q3 2025 in Review

Private Trust Company sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2025, closing a stake of 1,289 shares — an estimated $51.5K sold.

Private Trust Company first reported a position in HUSV in Q3 2024 and held it in 4 quarters. The position peaked at $53.3K in Q1 2025. 41 funds tracked by Wall St. Rank hold HUSV as of Q3 2025.

  • Private Trust Company reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 1,289 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2025, an estimated $51.5K.
  • Private Trust Company first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2024 and held it in 4 quarters.
  • Private Trust Company's First Trust Horizon Managed Volatility Domestic ETF position peaked at $53.3K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.