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

CoreCap 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
Q3 		– Sell
-122
Closed -$3K – 1167
2022
Q2 		$3K Buy
+122
New +$3.6K ﹤0.01% 1786
2022
Q1 		– Sell
-122
Closed -$4K – 1175
2021
Q4 		$4K Buy
+122
New +$3.84K ﹤0.01% 1796

Other funds holding HDMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citadel Advisors
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CoreCap Advisors's HDMV Position: Q3 2022 in Review

CoreCap Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2022, closing a stake of 122 shares — an estimated $3K sold.

CoreCap Advisors first reported a position in HDMV in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 26 funds tracked by Wall St. Rank hold HDMV as of Q3 2022.

  • CoreCap Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 122 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2022, an estimated $3K.
  • CoreCap Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $4K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.