Raymond James Financial Services Advisors’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Raymond James Financial Services Advisors’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
2020 Q3	–	Sell	-32,960	Closed	-$838K	–	2934
2020 Q2	$838K	Sell	32,960 -21,659	-40%	-$525K	﹤0.01%	1593
2020 Q1	$1.18M	Sell	54,619 -231,917	-81%	-$6.14M	0.01%	1119
2019 Q4	$7.97M	Buy	286,536 +59,322	+26%	+$1.63M	0.03%	572
2019 Q3	$6.26M	Buy	227,214 +19,844	+10%	+$537K	0.02%	615
2019 Q2	$5.5M	Buy	207,370 +116,327	+128%	+$2.99M	0.02%	645
2019 Q1	$2.28M	Sell	91,043 -187,881	-67%	-$4.48M	0.01%	996
2018 Q4	$6.2M	Sell	278,924 -5,322	-2%	-$124K	0.03%	466
2018 Q3	$6.84M	Buy	284,246 +213,574	+302%	+$5.05M	0.03%	531
2018 Q2	$1.61M	Buy	70,672 +7,115	+11%	+$161K	0.01%	1149
2018 Q1	$1.42M	Sell	63,557 -82,506	-56%	-$1.88M	0.01%	1113
2017 Q4	$3.36M	Sell	146,063 -48,505	-25%	-$1.11M	0.02%	694
2017 Q3	$4.32M	Buy	+194,568	New	+$4.3M	0.03%	576

Other funds holding HUSV

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

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

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

HWM

Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return

Raymond James Financial Services Advisors's HUSV Position: Q3 2020 in Review

Raymond James Financial Services Advisors sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q3 2020, closing a stake of 32,960 shares — an estimated $838K sold.

Raymond James Financial Services Advisors first reported a position in HUSV in Q3 2017 and held it in 12 quarters. The position peaked at $7.97M in Q4 2019. 26 funds tracked by Wall St. Rank hold HUSV as of Q3 2020.

Raymond James Financial Services Advisors reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q3 2020 after selling out during the quarter.
Raymond James Financial Services Advisors sold 32,960 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2020, an estimated $838K.
Raymond James Financial Services Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2017 and held it in 12 quarters.
Raymond James Financial Services Advisors's First Trust Horizon Managed Volatility Domestic ETF position peaked at $7.97M in Q4 2019.
26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.