Atria Investments’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Atria Investments’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
2019 Q2	–	Sell	-10,749	Closed	-$358K	–	1018
2019 Q1	$358K	Buy	10,749 +157	+1%	+$5.11K	0.02%	630
2018 Q4	$327K	Buy	10,592 +2,850	+37%	+$90.4K	0.01%	629
2018 Q3	$259K	Buy	7,742 +267	+4%	+$8.92K	0.01%	831
2018 Q2	$246K	Buy	7,475 +1,503	+25%	+$51.6K	0.01%	808
2018 Q1	$204K	Buy	+5,972	New	+$207K	0.01%	813

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

PGA

Premia Global Advisors Coral Gables, Florida $57.9M AUM 2.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Atria Investments's HDMV Position: Q2 2019 in Review

Atria Investments sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2019, closing a stake of 10,749 shares — an estimated $358K sold.

Atria Investments first reported a position in HDMV in Q1 2018 and held it in 5 quarters. The position peaked at $358K in Q1 2019. 22 funds tracked by Wall St. Rank hold HDMV as of Q2 2019.

Atria Investments reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2019 after selling out during the quarter.
Atria Investments sold 10,749 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2019, an estimated $358K.
Atria Investments first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2018 and held it in 5 quarters.
Atria Investments's First Trust Horizon Managed Volatility Developed International ETF position peaked at $358K in Q1 2019.
22 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.