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First Trust Horizon Managed Volatility Domestic Etf etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Trust Horizon Managed Volatility Domestic Etf etf (HUSV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Trust Horizon Managed Volatility Domestic Etf etf

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All positions including First Trust Horizon Managed Volatility Domestic Etf etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Horizon Managed Volatility Domestic Etf etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 34k 38.24
2024-06-30 $382k 11k 35.41

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding First Trust Horizon Managed Volatility Domestic Etf etf

Cambridge Investment Research Advisors
Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Golden State Equity Partners
H D Vest Advisory Services
Atria Wealth Solutions
Concurrent Investment Advisors
Belpointe Asset Management
Susquehanna International
Branch Banking & Trust Company
Benjamin F. Edwards & Company
Financial Advocates Investment Management
Envestnet Portfolio Solutions
Kestra Advisory Services

View all funds holding First Trust Horizon Managed Volatility Domestic Etf etf