UAG
HUSV icon

United Advisor Group’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

United Advisor Group’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 		$256K Buy
6,669
+11
+0.2% +$433 0.03% 433
2025
Q4 		$258K Buy
6,658
+14
+0.2% +$545 0.03% 412
2025
Q3 		$265K Sell
6,644
-41
-0.6% -$1.63K 0.04% 390
2025
Q2 		$267K Sell
6,685
-551
-8% -$21.7K 0.05% 332
2025
Q1 		$291K Buy
7,236
+10
+0.1% +$390 0.06% 278
2024
Q4 		$270K Buy
7,226
+12
+0.2% +$461 0.05% 311
2024
Q3 		$276K Buy
7,214
+7
+0.1% +$259 0.06% 291
2024
Q2 		$255K Sell
7,207
-1,344
-16% -$47K 0.08% 226
2024
Q1 		$306K Buy
+8,551
New +$296K 0.12% 158

Other funds holding HUSV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
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 $10.1B AUM 14.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Advisor Group's HUSV Position: Q1 2026 in Review

United Advisor Group increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 0.17% in Q1 2026, buying an estimated $433 and bringing the position to 6,669 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #433.

United Advisor Group first reported a position in HUSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $306K in Q1 2024. 47 funds tracked by Wall St. Rank hold HUSV as of Q1 2026.

  • United Advisor Group held 6,669 shares of First Trust Horizon Managed Volatility Domestic ETF worth $256K as of Q1 2026.
  • United Advisor Group bought 11 First Trust Horizon Managed Volatility Domestic ETF shares in Q1 2026, an estimated $433.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #433 holding.
  • United Advisor Group first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2024 and has held it in 9 quarters since.
  • United Advisor Group's First Trust Horizon Managed Volatility Domestic ETF position peaked at $306K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.