FMCX vs. HUSV ETF Comparison

Comparison of FMC Excelsior Focus Equity ETF (FMCX) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)

FMCX

FMC Excelsior Focus Equity ETF

FMCX Description

The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.39

Average Daily Volume

Number of Holdings ^*

* may have additional holdings in another (foreign) market

HUSV

First Trust Horizon Managed Volatility Domestic ETF

HUSV Description

The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Grade (RS Rating)

Last Trade

$39.34

Average Daily Volume

4,973

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FMCX	HUSV
30 Days	3.30%	1.70%
60 Days	4.89%	3.21%
90 Days	8.18%	4.88%
12 Months	26.68%	21.41%

12 Overlapping Holdings

Symbol	Grade	Weight in FMCX	Weight in HUSV	Overlap
CL	D	0.85%	2.17%	0.85%
EQR	B	0.3%	0.83%	0.3%
GD	F	0.13%	0.95%	0.13%
HON	B	0.6%	1.34%	0.6%
MCD	D	1.12%	1.36%	1.12%
MO	A	0.84%	1.2%	0.84%
MSFT	F	4.79%	2.08%	2.08%
PG	A	1.3%	1.81%	1.3%
PM	B	1.21%	1.43%	1.21%
SPGI	C	0.37%	0.92%	0.37%
V	A	0.21%	1.3%	0.21%
YUM	B	1.18%	1.21%	1.18%

FMCX Overweight 40 Positions Relative to HUSV

Symbol	Grade	Weight
AAPL	C	6.93%
UNH	C	6.84%
KKR	A	6.14%
IAC	D	5.35%
AMZN	C	5.01%
GDDY	A	4.98%
LBRDK	C	4.24%
LSXMK	D	4.22%
GGG	B	3.98%
PYPL	B	3.9%
MTCH	D	3.18%
LSXMA	D	1.79%
GOOGL	C	1.77%
LBRDA	C	1.74%
CMCSA	B	1.13%
AMGN	D	1.11%
KEYS	A	1.06%
VUSB	A	0.92%
ICSH	A	0.92%
GILD	C	0.87%
ENTG	D	0.82%
ARWR	F	0.72%
NKE	D	0.68%
DHR	F	0.55%
GOOG	C	0.5%
BAX	D	0.47%
YUMC	C	0.42%
MUSA	A	0.4%
MTX	B	0.33%
KEX	C	0.33%
JPM	A	0.3%
MUR	D	0.25%
FWONK	B	0.21%
BKNG	A	0.19%
FLWS	F	0.15%
BATRK	C	0.11%
PNR	A	0.1%
FWONA	B	0.05%
VMEO	B	0.03%
BATRA	F	0.02%

FMCX Underweight 62 Positions Relative to HUSV

Symbol	Grade	Weight
BRK.A	B	-2.53%
RSG	A	-2.48%
MSI	B	-2.45%
PTC	A	-2.41%
MMC	B	-2.33%
KO	D	-2.22%
CSCO	B	-2.22%
ROP	B	-2.22%
CTSH	B	-2.07%
LIN	D	-2.02%
VRSN	F	-1.9%
LMT	D	-1.87%
ITW	B	-1.85%
L	A	-1.83%
TDY	B	-1.81%
FE	C	-1.79%
ATO	A	-1.79%
ICE	C	-1.76%
IBM	C	-1.67%
KMI	A	-1.54%
TMUS	B	-1.5%
NI	A	-1.5%
PPL	B	-1.43%
KDP	D	-1.37%
JNJ	D	-1.37%
EVRG	A	-1.36%
FI	A	-1.36%
MA	C	-1.33%
ADP	B	-1.33%
DUK	C	-1.29%
PEP	F	-1.24%
CME	A	-1.2%
CMS	C	-1.14%
CTAS	B	-1.12%
COR	B	-1.1%
AVY	D	-1.09%
TJX	A	-1.05%
WTW	B	-1.02%
WMB	A	-1.01%
EA	A	-1.0%
RTX	C	-0.91%
ABT	B	-0.89%
WM	A	-0.86%
ED	D	-0.86%
OKE	A	-0.86%
ORLY	B	-0.83%
AVB	B	-0.81%
BSX	B	-0.8%
UNP	C	-0.78%
HOLX	D	-0.77%
WELL	A	-0.73%
NOC	D	-0.71%
HLT	A	-0.66%
BDX	F	-0.66%
MDT	D	-0.65%
O	D	-0.63%
ECL	D	-0.61%
SYK	C	-0.61%
LYB	F	-0.51%
AZO	C	-0.5%
ABBV	D	-0.48%
HD	A	-0.38%