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

Brinker Capital 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
2025 Q1	–	Sell	-36,504	Closed	-$1.05M	–	1915
2024 Q4	$1.05M	Sell	36,504 -261	-0.7%	-$7.83K	0.01%	1028
2024 Q3	$1.16M	Sell	36,765 -1,416	-4%	-$42.9K	0.01%	969
2024 Q2	$1.08M	Sell	38,181 -213	-0.6%	-$6.16K	0.01%	954
2024 Q1	$1.12M	Sell	38,394 -3,295	-8%	-$95K	0.01%	937
2023 Q4	$1.21M	Sell	41,689 -1,285	-3%	-$35.2K	0.01%	868
2023 Q3	$1.16M	Sell	42,974 -1,661	-4%	-$46.7K	0.01%	861
2023 Q2	$1.27M	Sell	44,635 -1,471	-3%	-$42.8K	0.01%	847
2023 Q1	$1.31M	Buy	+46,106	New	+$1.29M	0.02%	764

Other funds holding HDMV

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Brinker Capital Investments's HDMV Position: Q1 2025 in Review

Brinker Capital Investments sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2025, closing a stake of 36,504 shares — an estimated $1.05M sold.

Brinker Capital Investments first reported a position in HDMV in Q1 2023 and held it in 8 quarters. The position peaked at $1.31M in Q1 2023. 30 funds tracked by Wall St. Rank hold HDMV as of Q1 2025.

Brinker Capital Investments reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2025 after selling out during the quarter.
Brinker Capital Investments sold 36,504 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2025, an estimated $1.05M.
Brinker Capital Investments first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2023 and held it in 8 quarters.
Brinker Capital Investments's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.31M in Q1 2023.
30 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2025.

Based on Brinker Capital Investments's 13F filing for Q1 2025, filed 1 Aug 2025.