Carson Wealth (CWM LLC)’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Carson Wealth (CWM LLC)’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	-216	Closed	-$7K	–	5187
2025 Q1	$7K	Sell	216 -2,699	-93%	-$82.4K	﹤0.01%	4283
2024 Q4	$84K	Buy	+2,915	New	+$87.4K	﹤0.01%	2402

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

Carson Wealth (CWM LLC)'s HDMV Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2025, closing a stake of 216 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in HDMV in Q4 2024 and held it in 2 quarters. The position peaked at $84K in Q4 2024. 29 funds tracked by Wall St. Rank hold HDMV as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 216 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2025, an estimated $7K.
Carson Wealth (CWM LLC) first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2024 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s First Trust Horizon Managed Volatility Developed International ETF position peaked at $84K in Q4 2024.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.