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Wagner Wealth Management (South Carolina)’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$8K Sell
353
-150
-30% -$3.55K 0.01% 441
2018
Q2 		$11K Hold
503
– – 0.01% 386
2018
Q1 		$11K Hold
503
– – 0.01% 357
2017
Q4 		$12K Buy
+503
New +$11.5K 0.01% 375

Other funds holding HUSV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HUSV Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) reduced its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 30% in Q3 2018, selling an estimated $3.55K and leaving 353 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #441.

Wagner Wealth Management (South Carolina) first reported a position in HUSV in Q4 2017 and has held it in 4 quarters since. The position peaked at $12K in Q4 2017. 18 funds tracked by Wall St. Rank hold HUSV as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 353 shares of First Trust Horizon Managed Volatility Domestic ETF worth $8K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) sold 150 First Trust Horizon Managed Volatility Domestic ETF shares in Q3 2018, an estimated $3.55K.
  • First Trust Horizon Managed Volatility Domestic ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #441 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s First Trust Horizon Managed Volatility Domestic ETF position peaked at $12K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.