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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
Q2 		$262K Buy
6,678
+9
+0.1% +$352 0.03% 455
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 $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $649M AUM 18.03% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

United Advisor Group's HUSV Position: Q2 2026 in Review

United Advisor Group increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 0.13% in Q2 2026, buying an estimated $352 and bringing the position to 6,678 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #455.

United Advisor Group first reported a position in HUSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $306K in Q1 2024. 50 funds tracked by Wall St. Rank hold HUSV as of Q2 2026.

  • United Advisor Group held 6,678 shares of First Trust Horizon Managed Volatility Domestic ETF worth $262K as of Q2 2026.
  • United Advisor Group bought 9 First Trust Horizon Managed Volatility Domestic ETF shares in Q2 2026, an estimated $352.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #455 holding.
  • United Advisor Group first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q1 2024 and has held it in 10 quarters since.
  • United Advisor Group's First Trust Horizon Managed Volatility Domestic ETF position peaked at $306K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.