Colton Groome Financial Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Colton Groome Financial 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
2019 Q4	–	Sell	-6,137	Closed	-$209K	–	59
2019 Q3	$209K	Sell	6,137 -2,315	-27%	-$77K	0.15%	58
2019 Q2	$286K	Buy	+8,452	New	+$282K	0.23%	44

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Colton Groome Financial Advisors's HDMV Position: Q4 2019 in Review

Colton Groome Financial Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2019, closing a stake of 6,137 shares — an estimated $209K sold.

Colton Groome Financial Advisors first reported a position in HDMV in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q2 2019. 47 funds tracked by Wall St. Rank hold HDMV as of Q4 2019.

Colton Groome Financial Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2019 after selling out during the quarter.
Colton Groome Financial Advisors sold 6,137 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2019, an estimated $209K.
Colton Groome Financial Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2019 and held it in 2 quarters.
Colton Groome Financial Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $286K in Q2 2019.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2019.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.