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WFG Advisors’s First Trust Horizon Managed Volatility Domestic ETF HUSV Stock Holding History

WFG Advisors’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
2017
Q2 		$6K Buy
296
+1
+0.3% +$22 ﹤0.01% 1244
2017
Q1 		$6K Buy
295
+1
+0.3% +$21 ﹤0.01% 1180
2016
Q4 		$6K Buy
294
+1
+0.3% +$20 ﹤0.01% 1225
2016
Q3 		$6K Buy
+293
New +$5.8K ﹤0.01% 1239

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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's HUSV Position: Q2 2017 in Review

WFG Advisors increased its First Trust Horizon Managed Volatility Domestic ETF (HUSV) stake by 0.34% in Q2 2017, buying an estimated $22 and bringing the position to 296 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

WFG Advisors first reported a position in HUSV in Q3 2016 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold HUSV as of Q2 2017.

  • WFG Advisors held 296 shares of First Trust Horizon Managed Volatility Domestic ETF worth $6K as of Q2 2017.
  • WFG Advisors bought 1 First Trust Horizon Managed Volatility Domestic ETF share in Q2 2017, an estimated $22.
  • First Trust Horizon Managed Volatility Domestic ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1244 holding.
  • WFG Advisors first reported a position in First Trust Horizon Managed Volatility Domestic ETF in Q3 2016 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Domestic ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.