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Advisor Resource Council’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Advisor Resource Council’s Portfolio HDMV Stock Details HDMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,416
Closed -$333K – 338
2021
Q4 		$333K Sell
10,416
-2,335
-18% -$73.5K 0.03% 410
2021
Q3 		$393K Buy
+12,751
New +$410K 0.12% 159

Other funds holding HDMV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Resource Council's HDMV Position: Q1 2022 in Review

Advisor Resource Council sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2022, closing a stake of 10,416 shares — an estimated $333K sold.

Advisor Resource Council first reported a position in HDMV in Q3 2021 and held it in 2 quarters. The position peaked at $393K in Q3 2021. 26 funds tracked by Wall St. Rank hold HDMV as of Q1 2022.

  • Advisor Resource Council reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor Resource Council sold 10,416 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2022, an estimated $333K.
  • Advisor Resource Council first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2021 and held it in 2 quarters.
  • Advisor Resource Council's First Trust Horizon Managed Volatility Developed International ETF position peaked at $393K in Q3 2021.
  • 26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2022.

Based on Advisor Resource Council's 13F filing for Q1 2022, filed 20 Apr 2022.