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

Geneos 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
2024 Q1	–	Sell	-419	Closed	-$12.1K	–	2173
2023 Q4	$12.1K	Hold	419	–	–	﹤0.01%	1501
2023 Q3	$11.3K	Hold	419	–	–	﹤0.01%	1532
2023 Q2	$11.9K	Hold	419	–	–	﹤0.01%	1529
2023 Q1	$11.9K	Hold	419	–	–	﹤0.01%	1500
2022 Q4	$11.4K	Hold	419	–	–	﹤0.01%	1497
2022 Q3	$10K	Buy	+419	New	+$11.5K	﹤0.01%	1511

Other funds holding HDMV

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

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

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

RJA

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

Geneos Wealth Management's HDMV Position: Q1 2024 in Review

Geneos Wealth Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2024, closing a stake of 419 shares — an estimated $12.1K sold.

Geneos Wealth Management first reported a position in HDMV in Q3 2022 and held it in 6 quarters. The position peaked at $12.1K in Q4 2023. 33 funds tracked by Wall St. Rank hold HDMV as of Q1 2024.

Geneos Wealth Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 419 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2024, an estimated $12.1K.
Geneos Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2022 and held it in 6 quarters.
Geneos Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $12.1K in Q4 2023.
33 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.