AE Wealth Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

AE Wealth Management’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
2026 Q2	$7K	Hold	189	–	–	﹤0.01%	2433
2026 Q1	$6.96K	Hold	189	–	–	﹤0.01%	2330
2025 Q4	$6.68K	Buy	+189	New	+$6.6K	﹤0.01%	2194
2020 Q2	–	Sell	-16,607	Closed	-$429K	–	1300
2020 Q1	$429K	Sell	16,607 -5,300	-24%	-$166K	0.01%	733
2019 Q4	$750K	Buy	21,907 +2,360	+12%	+$80K	0.02%	599
2019 Q3	$651K	Buy	19,547 +1,726	+10%	+$57.4K	0.02%	550
2019 Q2	$603K	Buy	+17,821	New	+$596K	0.02%	534

Other funds holding HDMV

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

AE Wealth Management's HDMV Position: Q2 2026 in Review

AE Wealth Management held its First Trust Horizon Managed Volatility Developed International ETF (HDMV) position steady in Q2 2026 at 189 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

AE Wealth Management first reported a position in HDMV in Q2 2019 and has held it in 7 quarters since. The position peaked at $750K in Q4 2019. 24 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

AE Wealth Management held 189 shares of First Trust Horizon Managed Volatility Developed International ETF worth $7K as of Q2 2026.
AE Wealth Management left its First Trust Horizon Managed Volatility Developed International ETF share count unchanged in Q2 2026.
First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2433 holding.
AE Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2019 and has held it in 7 quarters since.
AE Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $750K in Q4 2019.
24 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.