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

Stifel 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
2023 Q4	–	Sell	-13,730	Closed	-$428K	–	3371
2023 Q3	$428K	Hold	13,730	–	–	﹤0.01%	2581
2023 Q2	$452K	Hold	13,730	–	–	﹤0.01%	2587
2023 Q1	$443K	Buy	+13,730	New	+$444K	﹤0.01%	2583

Other funds holding HUSV

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KAS

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

Stifel Financial's HUSV Position: Q4 2023 in Review

Stifel Financial sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q4 2023, closing a stake of 13,730 shares — an estimated $428K sold.

Stifel Financial first reported a position in HUSV in Q1 2023 and held it in 3 quarters. The position peaked at $452K in Q2 2023. 39 funds tracked by Wall St. Rank hold HUSV as of Q4 2023.

Stifel Financial reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 13,730 First Trust Horizon Managed Volatility Domestic ETF shares in Q4 2023, an estimated $428K.
Stifel Financial first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2023 and held it in 3 quarters.
Stifel Financial's First Trust Horizon Managed Volatility Domestic ETF position peaked at $452K in Q2 2023.
39 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.