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

EPG 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
2020
Q2 		– Sell
-1,519
Closed -$39K – 399
2020
Q1 		$39K Buy
+1,519
New +$47.6K 0.03% 315

Other funds holding HDMV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

EPG Wealth Management's HDMV Position: Q2 2020 in Review

EPG Wealth Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2020, closing a stake of 1,519 shares — an estimated $39K sold.

EPG Wealth Management first reported a position in HDMV in Q1 2020 and held it in 1 quarter. The position peaked at $39K in Q1 2020. 50 funds tracked by Wall St. Rank hold HDMV as of Q2 2020.

  • EPG Wealth Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,519 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2020, an estimated $39K.
  • EPG Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $39K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.