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

Concorde 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
2020 Q2	–	Sell	-8,310	Closed	-$215K	–	129
2020 Q1	$215K	Buy	+8,310	New	+$260K	0.22%	91

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

AAS

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

FAAS

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

Concorde Asset Management's HDMV Position: Q2 2020 in Review

Concorde Asset Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2020, closing a stake of 8,310 shares — an estimated $215K sold.

Concorde Asset Management first reported a position in HDMV in Q1 2020 and held it in 1 quarter. The position peaked at $215K in Q1 2020. 50 funds tracked by Wall St. Rank hold HDMV as of Q2 2020.

Concorde Asset Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2020 after selling out during the quarter.
Concorde Asset Management sold 8,310 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2020, an estimated $215K.
Concorde Asset Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and held it in 1 quarter.
Concorde Asset Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $215K in Q1 2020.
50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2020.

Based on Concorde Asset Management's 13F filing for Q2 2020, filed 20 Jul 2020.