Cornerstone Wealth Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Cornerstone Wealth 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
2021 Q1	–	Sell	-15,783	Closed	-$482K	–	466
2020 Q4	$482K	Sell	15,783 -11,105	-41%	-$329K	0.06%	255
2020 Q3	$770K	Sell	26,888 -23,551	-47%	-$678K	0.11%	172
2020 Q2	$1.41M	Buy	+50,439	New	+$1.38M	0.23%	88

Other funds holding HDMV

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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 $37.1M AUM 20.75% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Cornerstone Wealth Management's HDMV Position: Q1 2021 in Review

Cornerstone Wealth Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2021, closing a stake of 15,783 shares — an estimated $482K sold.

Cornerstone Wealth Management first reported a position in HDMV in Q2 2020 and held it in 3 quarters. The position peaked at $1.41M in Q2 2020. 35 funds tracked by Wall St. Rank hold HDMV as of Q1 2021.

Cornerstone Wealth Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 15,783 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2021, an estimated $482K.
Cornerstone Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2020 and held it in 3 quarters.
Cornerstone Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.41M in Q2 2020.
35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2021.

Based on Cornerstone Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.