Financial Gravity Asset Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-450	Closed	-$13K	–	1877
2024 Q1	$13K	Buy	450 +58	+15%	+$1.67K	﹤0.01%	659
2023 Q4	$11.3K	Buy	+392	New	+$10.7K	﹤0.01%	765

Other funds holding HDMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Financial Gravity Asset Management's HDMV Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2024, closing a stake of 450 shares — an estimated $13K sold.

Financial Gravity Asset Management first reported a position in HDMV in Q4 2023 and held it in 2 quarters. The position peaked at $13K in Q1 2024. 31 funds tracked by Wall St. Rank hold HDMV as of Q2 2024.

Financial Gravity Asset Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 450 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2024, an estimated $13K.
Financial Gravity Asset Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2023 and held it in 2 quarters.
Financial Gravity Asset Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $13K in Q1 2024.
31 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.