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EWG Elevate’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-295
Closed -$8.01K – 346
2022
Q4 		$8.01K Buy
+295
New +$7.63K ﹤0.01% 414

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 $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

EWG Elevate's HDMV Position: Q1 2023 in Review

EWG Elevate sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2023, closing a stake of 295 shares — an estimated $8.01K sold.

EWG Elevate first reported a position in HDMV in Q4 2022 and held it in 1 quarter. The position peaked at $8.01K in Q4 2022. 32 funds tracked by Wall St. Rank hold HDMV as of Q1 2023.

  • EWG Elevate reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 295 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2023, an estimated $8.01K.
  • EWG Elevate first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's First Trust Horizon Managed Volatility Developed International ETF position peaked at $8.01K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.