Bank of Montreal
HDMV icon

Bank of Montreal’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-17,016
Closed -$500K – 4024
2024
Q1 		$500K Buy
+17,016
New +$491K ﹤0.01% 2440

Other funds holding HDMV

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of Montreal's HDMV Position: Q2 2024 in Review

Bank of Montreal sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2024, closing a stake of 17,016 shares — an estimated $500K sold.

Bank of Montreal first reported a position in HDMV in Q1 2024 and held it in 1 quarter. The position peaked at $500K in Q1 2024. 31 funds tracked by Wall St. Rank hold HDMV as of Q2 2024.

  • Bank of Montreal reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 17,016 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2024, an estimated $500K.
  • Bank of Montreal first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2024 and held it in 1 quarter.
  • Bank of Montreal's First Trust Horizon Managed Volatility Developed International ETF position peaked at $500K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.