Atwood & Palmer’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Atwood & Palmer’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
2021 Q3	–	Sell	-700	Closed	-$22K	–	433
2021 Q2	$22K	Hold	700	–	–	﹤0.01%	284
2021 Q1	$22K	Hold	700	–	–	﹤0.01%	285
2020 Q4	$21K	Hold	700	–	–	﹤0.01%	273
2020 Q3	$20K	Sell	700 -453,205	-100%	-$13M	﹤0.01%	230
2020 Q2	$12.7M	Buy	453,905 +75,946	+20%	+$2.08M	1.72%	22
2020 Q1	$9.77M	Buy	377,959 +22,890	+6%	+$718K	1.53%	26
2019 Q4	$12.2M	Sell	355,069 -21,020	-6%	-$713K	1.56%	25
2019 Q3	$12.5M	Buy	376,089 +3,050	+0.8%	+$101K	1.69%	24
2019 Q2	$12.6M	Buy	373,039 +825	+0.2%	+$27.6K	1.71%	23
2019 Q1	$12.4M	Buy	372,214 +2,675	+0.7%	+$87.1K	1.75%	21
2018 Q4	$11.4M	Buy	+369,539	New	+$11.7M	1.81%	22

Other funds holding HDMV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Atwood & Palmer's HDMV Position: Q3 2021 in Review

Atwood & Palmer sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2021, closing a stake of 700 shares — an estimated $22K sold.

Atwood & Palmer first reported a position in HDMV in Q4 2018 and held it in 11 quarters. The position peaked at $12.7M in Q2 2020. 33 funds tracked by Wall St. Rank hold HDMV as of Q3 2021.

Atwood & Palmer reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2021 after selling out during the quarter.
Atwood & Palmer sold 700 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2021, an estimated $22K.
Atwood & Palmer first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2018 and held it in 11 quarters.
Atwood & Palmer's First Trust Horizon Managed Volatility Developed International ETF position peaked at $12.7M in Q2 2020.
33 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.