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HUSV

First Trust Horizon Managed Volatility Domestic ETF
1W: -1.0% 1M: -3.8% 3M: -1.2% YTD: -0.3% 1Y: -2.1% 3Y: +26.5% 5Y: +42.0%
$38.24
-0.03 (-0.09%)
After Hours: $38.27 (+0.03, +0.08%)
ETF AMEX · AUM $77.7M
ETF-Level Metrics
AUM$78M
Holdings101
Top 10 Wt—%
Beta0.53
% Profitable94%
Coverage0%
Portfolio Valuation
P/E25.7
P/B6.3
P/S4.0
EV/EBITDA16.1
P/FCF26.0
PEG2.61
Profitability & Returns
Gross Margin45.1%
Net Margin15.6%
ROE25.6%
ROA8.6%
ROIC15.5%
Div Yield2.12%
Leverage & Liquidity
Debt/Equity0.88
Debt/Assets0.30
Net Debt/EBITDA1.6x
Interest Cov11.3x
Current Ratio1.03
Quick Ratio0.86
Growth (YoY)
Revenue+7.4%
Net Income+10.6%
EPS+11.1%
FCF+14.5%
EBITDA+7.8%
Rev CAGR 3Y+5.2%
Quality Scores
Piotroski F6.8
Altman Z3.58
IS Quality72.5
IS Overall56.9
IS Value50.7
Median P/E24.4

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Industrials 17 0.0% 25.9
Utilities 15 0.0% 22.5
Financial Services 14 0.0% 17.7
Healthcare 12 0.0% 28.8
Consumer Cyclical 10 0.0% 28.4
Technology 8 0.0% 27.6
Consumer Defensive 6 0.0% 28.3
Real Estate 6 0.0% 48.9
Energy 4 0.0% 29.5
Basic Materials 4 0.0% 37.8
Communication Services 3 0.0% 14.6
Other 2 0.0%

Smart Money Overlap

21 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WMB The Williams Companies, Inc. 0.00% 4 Bullish 12 1 +1.6%
HON Honeywell International Inc. 0.00% 4 Bullish 11 3 -5.8%
AME AMETEK, Inc. 0.00% 4 Bullish 17 1 +1.2%
T AT&T Inc. 0.00% 4 Bullish 29 5 +3.0%
MA Mastercard Incorporated 0.00% 4 Bullish 13 3 -2.8%
V Visa Inc. 0.00% 4 Bullish 7 12 -3.7%
GD General Dynamics Corporation 0.00% 4 Bullish 40 1 -1.1%
UNP Union Pacific Corporation 0.00% 4 Bullish 37 3 -3.5%
KMI Kinder Morgan, Inc. 0.00% 4 Bullish 6 3 +4.5%
TRV The Travelers Companies, Inc. 0.00% 4 Bullish 23 1 -4.7%
ATO Atmos Energy Corporation 0.00% 4 Bullish 1 1 +6.7%
CB Chubb Limited 0.00% 4 Bullish 4 2 -5.4%
LIN Linde plc 0.00% 4 Bullish 10 3 +2.1%
CME CME Group Inc. 0.00% 4 Bullish 11 1 -5.6%
JNJ Johnson & Johnson 0.00% 4 Bullish 12 2 -0.9%
MCD McDonald's Corporation 0.00% 4 Bullish 11 1 -4.3%
CSCO Cisco Systems, Inc. 0.00% 4 Bullish 5 6 +3.7%
VRSN VeriSign, Inc. 0.00% 4 Bullish 3 1 +10.4%
PFE Pfizer Inc. 0.00% 4 Bullish 11 1 +2.8%
TMUS T-Mobile US, Inc. 0.00% 4 Bullish 3 1 -1.4%
Showing 50 of 101 holdings · Page 1 of 3
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 The Williams Companies, Inc. WMB 0.00% $365,190 4,874 34.7 $90.2B Energy
2 Teledyne Technologies Incorporated TDY 0.00% $1.8M 3,176 32.5 $29.0B Technology
3 Honeywell International Inc. HON 0.00% $375,380 1,455 28.0 $143.5B Industrials
4 Quest Diagnostics Incorporated DGX 0.00% $379,777 2,037 22.2 $21.9B Healthcare
5 Nordson Corporation NDSN 0.00% $389,592 28.5 $15.1B Industrials
6 Ross Stores, Inc. ROST 0.00% $392,881 32.1 $70.3B Consumer Cyclical
7 Edwards Lifesciences Corporation EW 0.00% $400,508 4,868 45.3 $48.0B Healthcare
8 The Home Depot, Inc. HD 0.00% $405,668 1,205 23.0 $331.2B Consumer Cyclical
9 AMETEK, Inc. AME 0.00% $415,174 2,718 33.3 $49.3B Industrials
10 Automatic Data Processing, Inc. ADP 0.00% $429,536 3,783 19.7 $81.7B Industrials
11 AT&T Inc. T 0.00% $427,224 16,580 9.5 $204.4B Communication Services
12 Mastercard Incorporated MA 0.00% $436,132 792 30.1 $448.7B Financial Services
13 Veralto Corporation VLTO 0.00% $442,293 7,454 22.9 $21.6B Industrials
14 Pinnacle West Capital Corporation PNW 0.00% $444,611 6,943 19.1 $11.8B Utilities
15 Illinois Tool Works Inc. ITW 0.00% $449,048 2,403 24.9 $76.8B Industrials
16 Intercontinental Exchange, Inc. ICE 0.00% $458,540 6,364 27.0 $89.4B Financial Services
17 Yum! Brands, Inc. YUM 0.00% $469,062 3,294 28.1 $44.2B Consumer Cyclical
18 Visa Inc. (Class A) V 0.00% $474,441 1,282 28.0 $587.9B Financial Services
19 Snap-on Incorporated SNA 0.00% $471,166 18.5 $19.1B Industrials
20 DTE Energy Company DTE 0.00% $472,467 5,748 20.4 $29.8B Utilities
21 CSX Corporation CSX 0.00% $473,273 25.6 $73.6B Industrials
22 Marsh & McLennan Companies, Inc. MRSH 0.00% $482,821 3,441 20.4 $85.3B Financial Services
23 O'Reilly Automotive, Inc. ORLY 0.00% $486,582 6,043 30.6 $76.9B Consumer Cyclical
24 Arch Capital Group Ltd. ACGL 0.00% $487,303 7.9 $33.8B Financial Services
25 Otis Worldwide Corporation OTIS 0.00% $495,581 22.1 $30.7B Industrials
26 General Dynamics Corporation GD 0.00% $495,426 1,961 22.8 $95.3B Industrials
27 Exxon Mobil Corporation XOM 0.00% $366,457 3,510 24.8 $680.3B Energy
28 Cincinnati Financial Corporation CINF 0.00% $491,734 10.3 $24.2B Financial Services
29 Chevron Corporation CVX 0.00% $490,305 2,693 33.7 $410.2B Energy
30 Abbott Laboratories ABT 0.00% $493,396 3,920 28.3 $182.2B Healthcare
31 PepsiCo, Inc. PEP 0.00% $500,987 25.2 $207.5B Consumer Defensive
32 Evergy, Inc. EVRG 0.00% $498,276 10,853 21.6 $18.4B Utilities
33 Globe Life Inc. GL 0.00% $509,114 9.6 $10.8B Financial Services
34 Altria Group, Inc. MO 0.00% $535,982 11,250 15.6 $107.1B Consumer Defensive
35 Union Pacific Corporation UNP 0.00% $549,386 1,942 19.9 $143.2B Industrials
36 Kinder Morgan, Inc. KMI 0.00% $589,514 13,478 24.9 $75.6B Energy
37 Stryker Corporation SYK 0.00% $592,881 1,695 39.3 $125.4B Healthcare
38 Ecolab Inc. ECL 0.00% $597,080 3,009 36.2 $76.1B Basic Materials
39 Cboe Global Markets, Inc. CBOE 0.00% $591,573 26.7 $29.0B Financial Services
40 Costco Wholesale Corporation COST 0.00% $625,809 51.0 $432.5B Consumer Defensive
41 CenterPoint Energy, Inc. CNP 0.00% $650,004 18,000 26.2 $27.5B Utilities
42 CMS Energy Corporation CMS 0.00% $686,362 10,513 21.3 $23.1B Utilities
43 Medtronic Plc MDT 0.00% $695,655 6,296 24.6 $112.8B Healthcare
44 Cintas Corporation CTAS 0.00% $695,682 2,336 35.7 $70.7B Industrials
45 FirstEnergy Corp. FE 0.00% $738,244 14,757 28.2 $28.6B Utilities
46 The Travelers Companies, Inc. TRV 0.00% $789,594 10.2 $64.8B Financial Services
47 Alliant Energy Corporation LNT 0.00% $783,308 22.3 $17.9B Utilities
48 The Procter & Gamble Company PG 0.00% $795,316 7,217 21.1 $336.3B Consumer Defensive
49 Federal Realty Investment Trust FRT 0.00% $811,843 21.7 $8.9B Real Estate
50 Ameren Corporation AEE 0.00% $809,210 10,344 20.2 $29.8B Utilities

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms