Avantax Advisory Services’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-12,472	Closed	-$400K	–	2398
2025 Q1	$400K	Sell	12,472 -15,465	-55%	-$472K	﹤0.01%	1656
2024 Q4	$804K	Sell	27,937 -1,345	-5%	-$40.3K	0.01%	1149
2024 Q3	$923K	Buy	29,282 +710	+2%	+$21.5K	0.01%	1073
2024 Q2	$811K	Buy	28,572 +313	+1%	+$9.05K	0.01%	1090
2024 Q1	$827K	Buy	28,259 +1,565	+6%	+$45.1K	0.01%	827
2023 Q4	$770K	Buy	26,694 +15,082	+130%	+$413K	0.01%	818
2023 Q3	$313K	Buy	11,612 +592	+5%	+$16.7K	﹤0.01%	1176
2023 Q2	$314K	Sell	11,020 -1,130	-9%	-$32.8K	﹤0.01%	1164
2023 Q1	$346K	Buy	12,150 +1,126	+10%	+$31.5K	﹤0.01%	1072
2022 Q4	$299K	Buy	11,024 +1,714	+18%	+$44.4K	﹤0.01%	1107
2022 Q3	$228K	Sell	9,310 -676	-7%	-$18.5K	﹤0.01%	1140
2022 Q2	$277K	Sell	9,986 -13,196	-57%	-$389K	﹤0.01%	1049
2022 Q1	$710K	Buy	23,182 +3,277	+16%	+$101K	0.01%	652
2021 Q4	$633K	Buy	19,905 +2,483	+14%	+$78.1K	0.01%	678
2021 Q3	$540K	Buy	17,422 +1,800	+12%	+$57.9K	0.01%	696
2021 Q2	$492K	Buy	15,622 +2,905	+23%	+$92.8K	0.01%	714
2021 Q1	$400K	Sell	12,717 -1,045	-8%	-$32.2K	0.01%	688
2020 Q4	$417K	Sell	13,762 -20,936	-60%	-$621K	0.01%	608
2020 Q3	$989K	Sell	34,698 -50,854	-59%	-$1.46M	0.02%	543
2020 Q2	$2.39M	Buy	85,552 +12,298	+17%	+$336K	0.07%	193
2020 Q1	$1.9M	Buy	73,254 +20,208	+38%	+$633K	0.06%	201
2019 Q4	$1.82M	Buy	+53,046	New	+$1.8M	0.04%	229

Other funds holding HDMV

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

KAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GSEP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Avantax Advisory Services's HDMV Position: Q2 2025 in Review

Avantax Advisory Services sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2025, closing a stake of 12,472 shares — an estimated $400K sold.

Avantax Advisory Services first reported a position in HDMV in Q4 2019 and held it in 22 quarters. The position peaked at $2.39M in Q2 2020. 29 funds tracked by Wall St. Rank hold HDMV as of Q2 2025.

Avantax Advisory Services reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 12,472 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2025, an estimated $400K.
Avantax Advisory Services first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 22 quarters.
Avantax Advisory Services's First Trust Horizon Managed Volatility Developed International ETF position peaked at $2.39M in Q2 2020.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.