IFP Advisors, Inc HUSV — FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF

Ownership history in IFP Advisors, Inc  ·  22 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported FIRST TRUST HORIZON MANAGED VOLATILITY DOMESTIC ETF (HUSV) in 22 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. 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 Q3

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

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 — position size vs. price
% of Fund (quarterly)    HUSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 637 +3 +0.5% 0.00% $25K 2026-10-16 $40.82
2026 Q2 UNCHANGED — — — 634 — 0% 0.00% $25K 2026-07-20 $40.12
2026 Q1 UNCHANGED — — — 634 — 0% 0.00% $24K 2026-04-13 $38.69
2025 Q4 UNCHANGED — — — 634 — 0% 0.00% $25K 2026-02-06 $39.39
2025 Q3 REDUCED 64.7% -1.8% ✅ 634 -1,161 -64.7% 0.00% $25K 2025-12-02 $38.29
2025 Q2 REDUCED 46.3% -0.4% ✅ 1,795 -1,546 -46.3% 0.00% $72K 2025-07-24 $39.43
2025 Q1 REDUCED — — — 3,341 -3 -0.1% 0.00% $134K 2025-05-05 $38.69
2024 Q4 REDUCED — — — 3,344 -75 -2.2% 0.00% $128K 2025-02-04 $37.88
2024 Q2 REDUCED 40.4% +8.3% ❌ 3,419 -2,316 -40.4% 0.01% $122K 2024-07-30 $35.34
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HUSV

As of 2026 Q3 — sorted by position size

Farther Finance Advisors, LLC 3Y 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 9 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for HUSV was 0.01% in 2024 Q2.

What is the latest reported HUSV position on this page?

The most recent filing on this page is 2026 Q3, when IFP Advisors, Inc reported 637 shares, equal to 0.00% of portfolio, with an estimated market value of $25K.

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.

How well did IFP Advisors, Inc time their HUSV position?

Based on 13F filing dates vs. subsequent HUSV price moves, IFP Advisors, Inc correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on HUSV relative to SPY over the holding period was -9.1%.

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