HUSV β€” FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF

Ownership history in IFP Advisors, Inc  Β·  20 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows HUSV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HUSV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held HUSV β€” position size vs. price
% of Fund (quarterly)    HUSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 634 β€” 0% 0.00% $24K 2026-04-13 $38.99
2025 Q4 UNCHANGED 634 β€” 0% 0.00% $25K 2026-02-06 $39.70
2025 Q3 REDUCED 634 -1,161 -64.7% 0.00% $25K 2025-12-02 $38.58
2025 Q2 REDUCED 1,795 -1,546 -46.3% 0.00% $72K 2025-07-24 $39.73
2025 Q1 REDUCED 3,341 -3 -0.1% 0.00% $134K 2025-05-05 $38.99
2024 Q4 REDUCED 3,344 -75 -2.2% 0.00% $128K 2025-02-04 $38.17
2024 Q2 REDUCED 3,419 -2,316 -40.4% 0.01% $122K 2024-07-30 $35.61
2023 Q4 REDUCED 5,735 -3,603 -38.6% 0.01% $192K 2024-01-09 $32.65
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HUSV

As of 2026 Q1 β€” sorted by position size

Prospera Financial Services Inc 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0%

FAQ About IFP Advisors, Inc and HUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning HUSV?

IFP Advisors, Inc reported HUSV across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HUSV position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for HUSV was 0.01% in 2023 Q4.

What is the latest reported HUSV position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 634 shares, equal to 0.00% of portfolio, with an estimated market value of $24K.

What does the chart on this HUSV ownership page compare?

The chart compares IFP Advisors, Inc's quarterly HUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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