Clearview Wealth Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Clearview Wealth Advisors’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
2022 Q1	–	Sell	-273	Closed	-$9K	–	651
2021 Q4	$9K	Sell	273 -1	-0.4%	-$31	0.01%	435
2021 Q3	$8K	Buy	274 +3	+1%	+$96	0.01%	450
2021 Q2	$9K	Buy	271 +5	+2%	+$160	0.01%	449
2021 Q1	$8K	Buy	266 +1	+0.4%	+$31	0.01%	437
2020 Q4	$8K	Buy	+265	New	+$7.86K	0.01%	403

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

GSWM

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clearview Wealth Advisors's HDMV Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2022, closing a stake of 273 shares — an estimated $9K sold.

Clearview Wealth Advisors first reported a position in HDMV in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 26 funds tracked by Wall St. Rank hold HDMV as of Q1 2022.

Clearview Wealth Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2022 after selling out during the quarter.
Clearview Wealth Advisors sold 273 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2022, an estimated $9K.
Clearview Wealth Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $9K in Q4 2021.
26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.