LaSalle St. Investment Advisors, LLC HUSV — FIRST TR EXCH TRADED FD III

Ownership history in LaSalle St. Investment Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

LaSalle St. Investment Advisors, LLC reported FIRST TR EXCH TRADED FD III (HUSV) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.29% in 2024 Q4. The latest visible filing shows HUSV at 0.11% 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.

What this HUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LaSalle St. Investment Advisors, LLC's position in FIRST TR EXCH TRADED FD III, 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 Q2

HUSV was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

HUSV stock page LaSalle St. Investment Advisors, LLC fund profile LaSalle St. Investment Advisors, LLC full holdings
How LaSalle St. Investment Advisors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 23,625 -9 -0.0% 0.11% $928K 2026-08-11 $41.06
2026 Q1 REDUCED — — — 23,634 -335 -1.4% 0.13% $906K 2026-05-08 $38.32
2025 Q4 ADDED — — — 23,969 +267 +1.1% 0.15% $927K 2026-02-17 $39.20
2025 Q3 REDUCED 5.2% -1.8% ✅ 23,702 -1,295 -5.2% 0.17% $944K 2025-11-13 $38.27
2025 Q2 ADDED — — — 24,997 +298 +1.2% 0.28% $1.0M 2025-08-14 $39.09
2025 Q1 ADDED — — — 24,699 +16 +0.1% 0.23% $992K 2025-05-12 $38.91
2024 Q4 INITIATED — — — 24,683 — — 0.29% $922K 2025-02-13 $38.70

🏢 Other funds also holding HUSV

As of 2026 Q3 — sorted by position size

Farther Finance Advisors, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About LaSalle St. Investment Advisors, LLC and HUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has LaSalle St. Investment Advisors, LLC reported owning HUSV?

LaSalle St. Investment Advisors, LLC reported HUSV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HUSV position in LaSalle St. Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for HUSV was 0.29% in 2024 Q4.

What is the latest reported HUSV position on this page?

The most recent filing on this page is 2026 Q2, when LaSalle St. Investment Advisors, LLC reported 23,625 shares, equal to 0.11% of portfolio, with an estimated market value of $928K.

What does the chart on this HUSV ownership page compare?

The chart compares LaSalle St. Investment Advisors, LLC'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 LaSalle St. Investment Advisors, LLC time their HUSV position?

Based on 13F filing dates vs. subsequent HUSV price moves, LaSalle St. Investment Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on HUSV relative to SPY over the holding period was +764.0%.

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