Coppell Advisory Solutions’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Coppell Advisory Solutions’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	-67	Closed	-$1.94K	–	977
2024 Q4	$1.94K	Hold	67	–	–	﹤0.01%	1544
2024 Q3	$2.12K	Hold	67	–	–	﹤0.01%	1432
2024 Q2	$1.9K	Buy	+67	New	+$1.94K	﹤0.01%	1393
2023 Q4	$1.93K	Buy	+67	New	+$1.83K	﹤0.01%	1303
2023 Q3	–	Sell	-67	Closed	-$1.89K	–	1335
2023 Q2	$1.89K	Buy	+67	New	+$1.95K	﹤0.01%	1030

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 $43.3B AUM 29.3% 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 $1.32B AUM 23.87% 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

Coppell Advisory Solutions's HDMV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2025, closing a stake of 67 shares — an estimated $1.94K sold.

Coppell Advisory Solutions first reported a position in HDMV in Q2 2023 and held it in 5 quarters. The position peaked at $2.12K in Q3 2024. 30 funds tracked by Wall St. Rank hold HDMV as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 67 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2025, an estimated $1.94K.
Coppell Advisory Solutions first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's First Trust Horizon Managed Volatility Developed International ETF position peaked at $2.12K in Q3 2024.
30 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.