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Rossby Financial’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Rossby Financial’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
Q4 		– Sell
-232
Closed -$9.18K – 1842
2025
Q3 		$9.18K Hold
232
– – ﹤0.01% 880
2025
Q2 		$9.26K Hold
232
– – ﹤0.01% 802
2025
Q1 		$8.99K Buy
+232
New +$9.05K ﹤0.01% 741

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Rossby Financial's HUSV Position: Q4 2025 in Review

Rossby Financial sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2025, closing a stake of 232 shares — an estimated $9.18K sold.

Rossby Financial first reported a position in HUSV in Q1 2025 and held it in 3 quarters. The position peaked at $9.26K in Q2 2025. 47 funds tracked by Wall St. Rank hold HUSV as of Q4 2025.

  • Rossby Financial reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2025 after selling out during the quarter.
  • Rossby Financial sold 232 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2025, an estimated $9.18K.
  • Rossby Financial first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2025 and held it in 3 quarters.
  • Rossby Financial's First Trust Horizon Managed Volatility Domestic ETF position peaked at $9.26K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.