Creative Planning
HDMV icon

Creative Planning’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Creative Planning’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
2017
Q2 		– Sell
-72
Closed -$2K – 4696
2017
Q1 		$2K Buy
+72
New +$2.11K ﹤0.01% 4285

Other funds holding HDMV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's HDMV Position: Q2 2017 in Review

Creative Planning sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2017, closing a stake of 72 shares — an estimated $2K sold.

Creative Planning first reported a position in HDMV in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 10 funds tracked by Wall St. Rank hold HDMV as of Q2 2017.

  • Creative Planning reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2017 after selling out during the quarter.
  • Creative Planning sold 72 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2017, an estimated $2K.
  • Creative Planning first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2017 and held it in 1 quarter.
  • Creative Planning's First Trust Horizon Managed Volatility Developed International ETF position peaked at $2K in Q1 2017.
  • 10 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.