Steward Partners Investment Advisory’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Steward Partners Investment Advisory’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 Q1	$1.92K	Hold	50	–	–	﹤0.01%	4069
2025 Q4	$1.94K	Hold	50	–	–	﹤0.01%	3971
2025 Q3	$1.99K	Hold	50	–	–	﹤0.01%	3926
2025 Q2	$2K	Hold	50	–	–	﹤0.01%	3734
2025 Q1	$2.01K	Hold	50	–	–	﹤0.01%	3642
2024 Q4	$1.87K	Hold	50	–	–	﹤0.01%	3651
2024 Q3	$1.91K	Hold	50	–	–	﹤0.01%	3445
2024 Q2	$1.77K	Hold	50	–	–	﹤0.01%	3305
2024 Q1	$1.79K	Hold	50	–	–	﹤0.01%	3311
2023 Q4	$1.68K	Hold	50	–	–	﹤0.01%	3236
2023 Q3	$1.56K	Hold	50	–	–	﹤0.01%	3125
2023 Q2	$1.65K	Hold	50	–	–	﹤0.01%	3062
2023 Q1	$1.61K	Hold	50	–	–	﹤0.01%	3059
2022 Q4	$1.65K	Hold	50	–	–	﹤0.01%	3058
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	3125
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	3000
2022 Q1	$2K	Buy	+50	New	+$1.7K	﹤0.01%	3082

Other funds holding HUSV

Bank of New York Mellon New York $544B AUM 28.31% 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

GSWM

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

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

AAS

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

BEI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Steward Partners Investment Advisory's HUSV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its First Trust Horizon Managed Volatility Domestic ETF (HUSV) position steady in Q1 2026 at 50 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Steward Partners Investment Advisory first reported a position in HUSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.01K in Q1 2025. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

Steward Partners Investment Advisory held 50 shares of First Trust Horizon Managed Volatility Domestic ETF worth $1.92K as of Q1 2026.
Steward Partners Investment Advisory left its First Trust Horizon Managed Volatility Domestic ETF share count unchanged in Q1 2026.
First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4069 holding.
Steward Partners Investment Advisory first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2022 and has held it in 17 quarters since.
Steward Partners Investment Advisory's First Trust Horizon Managed Volatility Domestic ETF position peaked at $2.01K in Q1 2025.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.