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Upturn AI SWOT - About
First Trust Horizon Managed Volatility Domestic ETF (HUSV)
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Upturn Advisory Summary
08/14/2025: HUSV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.13% | Avg. Invested days 71 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.63 | 52 Weeks Range 34.75 - 40.37 | Updated Date 06/29/2025 |
52 Weeks Range 34.75 - 40.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
First Trust Horizon Managed Volatility Domestic ETF
ETF Overview
Overview
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) seeks to provide investment results that correspond to the price and yield of an index designed to provide exposure to stocks of US companies exhibiting low volatility while dynamically managing risk.
Reputation and Reliability
First Trust is a well-established ETF issuer with a strong reputation for innovative and reliable investment products.
Management Expertise
First Trust has a dedicated team of investment professionals with experience in managing volatility-focused strategies.
Investment Objective
Goal
The primary investment goal of HUSV is to provide long-term capital appreciation by investing in a portfolio of US stocks with lower volatility than the overall market.
Investment Approach and Strategy
Strategy: HUSV utilizes a quantitative approach to select and weight stocks based on volatility characteristics.
Composition HUSV primarily holds US equities, aiming for a lower volatility profile.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 1074000000
Competitors
Key Competitors
- SPLV
- USMV
- EFAV
- ACWV
Competitive Landscape
The low volatility ETF market is competitive. HUSV competes with other low volatility funds, with advantages including its quantitative approach and active management. Disadvantages include potentially higher expense ratios compared to purely passive funds and tracking error relative to benchmark low volatility indices.
Financial Performance
Historical Performance: Historical financial performance data is needed to understand its track record.
Benchmark Comparison: Benchmark comparison data is needed to gauge its effectiveness.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The ETF demonstrates moderate liquidity, as reflected by its average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, market volatility, and interest rates can influence HUSV's performance. Periods of high market uncertainty may favor low volatility strategies.
Growth Trajectory
HUSV's growth trajectory depends on its ability to consistently deliver lower volatility and competitive returns. Changes to strategy and holdings are driven by the quantitative model.
Moat and Competitive Advantages
Competitive Edge
HUSV's competitive edge lies in its actively managed, quantitative approach to selecting low volatility stocks. The fund dynamically manages exposure based on market conditions. This allows for potentially better risk-adjusted returns compared to passive low volatility ETFs. Additionally, First Trust's established brand and distribution network provide a further advantage.
Risk Analysis
Volatility
Historical volatility data needed to assess HUSV's historical volatility. Compared to market-weighted indexes, it typically has less volatility.
Market Risk
HUSV is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions. Additionally, its focus on low volatility stocks could lead to underperformance during strong bull markets.
Investor Profile
Ideal Investor Profile
HUSV is suited for investors seeking capital appreciation and diversification, with a focus on downside protection and lower volatility than the broad market.
Market Risk
HUSV is suitable for long-term investors and those seeking a more conservative equity allocation.
Summary
The First Trust Horizon Managed Volatility Domestic ETF (HUSV) aims to deliver capital appreciation by investing in lower volatility US stocks. It employs a quantitative, actively managed approach to select and weight stocks. The ETF is suitable for investors seeking downside protection and a less volatile equity allocation. Its performance is influenced by market conditions and its ability to consistently deliver lower volatility returns. The fund is managed by First Trust, a reliable issuer with relevant experience.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- SEC Filings
- FactSet
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is based on available information and may not be exact. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust Horizon Managed Volatility Domestic ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing at least 80% of its net assets in common stocks of domestic companies listed and traded on U.S. national securities exchanges that the sub-advisor believes exhibit low future expected volatility. To implement this strategy, the sub-advisor employs volatility forecasting models to forecast future expected volatility. The strategy is largely quantitative and rules-based, but also includes multiple parameters over which the sub-advisor may exercise discretion in connection with its active management of the fund.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.