HUSV - ETF AI Analysis

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First Trust Horizon Managed Volatility Domestic ETF (HUSV)

Rating:72Outperform

Price Target:―

HUSV, the First Trust Horizon Managed Volatility Domestic ETF, earns a solid overall rating thanks to high-quality core holdings like Cognizant, Johnson & Johnson, Cisco, and Waste Management, which all show strong financial performance, positive earnings calls, and strategic focus areas such as AI and shareholder returns. The fund is somewhat held back by several holdings with bearish technical trends or potential overvaluation, such as Linde, Realty Income, and Motorola Solutions, and investors should note the common risk of high valuations and some macroeconomic or competitive pressures across multiple names.

Positive Factors

Resilient Top Holdings

Several of the largest positions, such as Teledyne Technologies, Coca-Cola, and Realty Income, have shown strong or steady performance, helping support the fund’s returns.

Broad Sector Diversification

The ETF spreads its investments across many sectors, including technology, financials, utilities, industrials, and consumer-related areas, which helps reduce the impact of weakness in any single industry.

Managed Volatility Approach

The fund’s strategy focuses on domestic stocks with an aim to manage volatility, which may appeal to investors looking for a smoother ride than the broader market.

Negative Factors

Relatively High Expense Ratio

The ETF charges a higher fee than many broad market index funds, which can modestly reduce long-term returns for investors.

Recent Mixed Performance

While the fund is modestly positive for the year, its recent three-month performance has been weak, suggesting some short-term headwinds.

Heavy U.S.-Only Exposure

With nearly all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market’s fortunes.

HUSV vs. SPDR S&P 500 ETF (SPY)

AUM76.38M

RegionNorth America

Expense Ratio0.70%

Beta0.44

IssuerFirst Trust

Inception DateAug 24, 2016

Dividend Yield1.34%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,350

30 Day Avg. Volume20,979

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

45.31

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering101

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

HUSV Summary

HUSV is the First Trust Horizon Managed Volatility Domestic ETF, which invests in large U.S. companies while trying to keep price swings smaller than the overall market. It doesn’t track a set index, but instead selects stocks based on how stable they tend to be. The fund owns well-known names like Coca-Cola and Cisco Systems and spreads money across many sectors, including technology, utilities, and financials. Someone might invest in HUSV to stay in the stock market while aiming for a smoother ride and diversification. A key risk is that it can still lose value when the U.S. stock market falls.

How much will it cost me?The expense ratio for HUSV is 0.7%, which means you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a strategy to reduce volatility and select stocks with favorable risk characteristics.

What would affect this ETF?The HUSV ETF, which focuses on large-cap U.S. stocks, could benefit from growth in the technology sector, its largest exposure, as innovation and demand for tech products drive performance. However, rising interest rates or economic slowdowns could negatively impact sectors like utilities and financials, which are also significant parts of the portfolio. Regulatory changes or shifts in consumer behavior could further influence the ETF's holdings, such as Coca-Cola and Microsoft.

HUSV Top 10 Holdings

HUSV leans into steady, large U.S. names, with a tilt toward tech and defensive sectors rather than flashy high-fliers. Teledyne and Motorola Solutions have been rising nicely, giving the fund a quiet growth engine from the industrial-tech side, while Cisco adds a more measured tech presence with steadier gains. Classic defensives like Coca-Cola and Johnson & Johnson are humming along, helping smooth out bumps. The main drag is Roper Technologies, which has been losing altitude lately, but its weight is small enough that it doesn’t dominate this broadly diversified, U.S.-only lineup.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
TDY	Teledyne Technologies	2.74%	$2.08M	$30.29B	36.53%	71 Outperform
KO	Coca-Cola	2.67%	$2.02M	$334.60B	8.89%	75 Outperform
CSCO	Cisco Systems	2.15%	$1.63M	$301.02B	22.80%	77 Outperform
MSI	Motorola Solutions	2.15%	$1.63M	$75.88B	10.19%	70 Neutral
ROP	Roper Technologies	1.93%	$1.46M	$37.37B	-37.02%	71 Outperform
O	Realty Income	1.90%	$1.44M	$60.55B	11.03%	70 Outperform
LIN	Linde	1.85%	$1.40M	$224.11B	4.67%	66 Neutral
WM	Waste Management	1.81%	$1.37M	$99.43B	8.23%	76 Outperform
JNJ	Johnson & Johnson	1.68%	$1.28M	$584.62B	44.66%	78 Outperform
MCD	McDonald's	1.68%	$1.27M	$235.00B	4.27%	65 Neutral

HUSV Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

39.51

Positive

100DMA

39.09

Positive

200DMA

39.28

Positive

Market Momentum

MACD

0.16

Positive

RSI

43.62

Neutral

STOCH

22.77

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HUSV, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 39.97, equal to the 50-day MA of 39.51, and equal to the 200-day MA of 39.28, indicating a neutral trend. The MACD of 0.16 indicates Positive momentum. The RSI at 43.62 is Neutral, neither overbought nor oversold. The STOCH value of 22.77 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HUSV.

HUSV Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
HUSV	―	―	$76.38M	0.70%	72 Outperform
BCUS	―	―	$97.59M	0.70%	73 Outperform
LVDS	―	―	$93.68M	0.30%	72 Outperform
ACEP	―	―	$86.94M	0.45%	69 Neutral
EGGY	―	―	$81.07M	0.89%	69 Neutral
EGGQ	―	―	$58.98M	0.89%	68 Neutral

Performance Comparison

HUSV

First Trust Horizon Managed Volatility Domestic ETF

39.56

0.87

2.25%

BCUS

Bancreek U.S. Large Cap ETF

―

LVDS

JPMorgan Fundamental Data Science Large Value ETF

―

ACEP

ARS Core Equity Portfolio ETF

―

EGGY

NestYield Dynamic Income Shield ETF

―

EGGQ

NestYield Visionary ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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