Stratos Wealth Partners’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Stratos Wealth Partners’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 Q2	–	Sell	-18,069	Closed	-$392K	–	1015
2020 Q1	$392K	Sell	18,069 -3,104	-15%	-$82.2K	0.02%	599
2019 Q4	$589K	Buy	21,173 +147	+0.7%	+$4.03K	0.02%	543
2019 Q3	$579K	Buy	21,026 +2,374	+13%	+$64.2K	0.03%	516
2019 Q2	$494K	Buy	18,652 +507	+3%	+$13K	0.02%	572
2019 Q1	$455K	Buy	+18,145	New	+$433K	0.02%	582

Other funds holding HUSV

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

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

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

HAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FAAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAIM

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

Stratos Wealth Partners's HUSV Position: Q2 2020 in Review

Stratos Wealth Partners sold out of First Trust Horizon Managed Volatility Domestic ETF (HUSV) in Q2 2020, closing a stake of 18,069 shares — an estimated $392K sold.

Stratos Wealth Partners first reported a position in HUSV in Q1 2019 and held it in 5 quarters. The position peaked at $589K in Q4 2019. 31 funds tracked by Wall St. Rank hold HUSV as of Q2 2020.

Stratos Wealth Partners reported no remaining First Trust Horizon Managed Volatility Domestic ETF position as of Q2 2020 after selling out during the quarter.
Stratos Wealth Partners sold 18,069 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2020, an estimated $392K.
Stratos Wealth Partners first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2019 and held it in 5 quarters.
Stratos Wealth Partners's First Trust Horizon Managed Volatility Domestic ETF position peaked at $589K in Q4 2019.
31 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2020.

Based on Stratos Wealth Partners's 13F filing for Q2 2020, filed 28 Jul 2020.