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ARS Wealth Advisors Group’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

ARS Wealth Advisors Group’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
Q3 		– Sell
-8,191
Closed -$227K – 160
2022
Q2 		$227K Buy
+8,191
New +$242K 0.03% 144

Other funds holding HDMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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 $3.16B AUM 29.04% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ARS Wealth Advisors Group's HDMV Position: Q3 2022 in Review

ARS Wealth Advisors Group sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2022, closing a stake of 8,191 shares — an estimated $227K sold.

ARS Wealth Advisors Group first reported a position in HDMV in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 26 funds tracked by Wall St. Rank hold HDMV as of Q3 2022.

  • ARS Wealth Advisors Group reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2022 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 8,191 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2022, an estimated $227K.
  • ARS Wealth Advisors Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2022 and held it in 1 quarter.
  • ARS Wealth Advisors Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $227K in Q2 2022.
  • 26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2022, filed 8 Nov 2022.