Envestnet Portfolio Solutions’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Envestnet Portfolio 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 Q2	–	Sell	-20,008	Closed	-$642K	–	1589
2025 Q1	$642K	Sell	20,008 -1,649	-8%	-$50.4K	﹤0.01%	953
2024 Q4	$623K	Buy	21,657 +3,127	+17%	+$93.8K	﹤0.01%	1125
2024 Q3	$584K	Sell	18,530 -3,537	-16%	-$107K	﹤0.01%	1116
2024 Q2	$627K	Buy	22,067 +567	+3%	+$16.4K	﹤0.01%	1040
2024 Q1	$629K	Buy	21,500 +851	+4%	+$24.5K	﹤0.01%	1019
2023 Q4	$595K	Buy	20,649 +1,357	+7%	+$37.2K	﹤0.01%	975
2023 Q3	$520K	Buy	+19,292	New	+$543K	﹤0.01%	971

Other funds holding HDMV

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Envestnet Portfolio Solutions's HDMV Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2025, closing a stake of 20,008 shares — an estimated $642K sold.

Envestnet Portfolio Solutions first reported a position in HDMV in Q3 2023 and held it in 7 quarters. The position peaked at $642K in Q1 2025. 29 funds tracked by Wall St. Rank hold HDMV as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 20,008 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2025, an estimated $642K.
Envestnet Portfolio Solutions first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's First Trust Horizon Managed Volatility Developed International ETF position peaked at $642K in Q1 2025.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.