Belpointe Asset Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-132	Closed	-$3.76K	–	1735
2023 Q1	$3.76K	Sell	132 -1,627	-92%	-$45.6K	﹤0.01%	3116
2022 Q4	$47.8K	Sell	1,759 -5,149	-75%	-$133K	﹤0.01%	1644
2022 Q3	$169K	Sell	6,908 -18,155	-72%	-$497K	0.01%	910
2022 Q2	$696K	Buy	25,063 +2,388	+11%	+$70.4K	0.05%	387
2022 Q1	$694K	Buy	22,675 +10,738	+90%	+$332K	0.04%	428
2021 Q4	$379K	Buy	+11,937	New	+$375K	0.02%	617

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

Belpointe Asset Management's HDMV Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2023, closing a stake of 132 shares — an estimated $3.76K sold.

Belpointe Asset Management first reported a position in HDMV in Q4 2021 and held it in 6 quarters. The position peaked at $696K in Q2 2022. 29 funds tracked by Wall St. Rank hold HDMV as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 132 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2023, an estimated $3.76K.
Belpointe Asset Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2021 and held it in 6 quarters.
Belpointe Asset Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $696K in Q2 2022.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.