Gladstone Institutional Advisory’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Gladstone Institutional Advisory’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
2026 Q2	$313K	Buy	8,460 +81	+1%	+$3.04K	0.01%	728
2026 Q1	$308K	Buy	8,379 +424	+5%	+$15.7K	0.01%	664
2025 Q4	$281K	Sell	7,955 -61	-0.8%	-$2.13K	0.01%	656
2025 Q3	$278K	Buy	+8,016	New	+$283K	0.01%	670
2025 Q2	–	Sell	-8,181	Closed	-$263K	–	768
2025 Q1	$263K	Sell	8,181 -7,057	-46%	-$216K	0.01%	616
2024 Q4	$438K	Sell	15,238 -420	-3%	-$12.6K	0.02%	495
2024 Q3	$494K	Buy	15,658 +11	+0.1%	+$333	0.02%	452
2024 Q2	$444K	Buy	15,647 +613	+4%	+$17.7K	0.02%	449
2024 Q1	$440K	Buy	15,034 +2,165	+17%	+$62.4K	0.02%	447
2023 Q4	$371K	Sell	12,869 -835	-6%	-$22.9K	0.02%	480
2023 Q3	$370K	Sell	13,704 -559	-4%	-$15.7K	0.02%	448
2023 Q2	$407K	Buy	14,263 +278	+2%	+$8.08K	0.02%	441
2023 Q1	$398K	Buy	13,985 +997	+8%	+$27.9K	0.03%	461
2022 Q4	$353K	Sell	12,988 -16,630	-56%	-$430K	0.02%	470
2022 Q3	$727K	Buy	29,618 +1,374	+5%	+$37.6K	0.06%	328
2022 Q2	$784K	Buy	28,244 +245	+0.9%	+$7.23K	0.06%	319
2022 Q1	$858K	Sell	27,999 -491	-2%	-$15.2K	0.06%	325
2021 Q4	$905K	Buy	28,490 +5,274	+23%	+$166K	0.07%	275
2021 Q3	$716K	Buy	+23,216	New	+$746K	0.07%	266

Other funds holding HDMV

KAS

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Gladstone Institutional Advisory's HDMV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 0.97% in Q2 2026, buying an estimated $3.04K and bringing the position to 8,460 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #728.

Gladstone Institutional Advisory first reported a position in HDMV in Q3 2021 and has held it in 19 quarters since. The position peaked at $905K in Q4 2021. 6 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

Gladstone Institutional Advisory held 8,460 shares of First Trust Horizon Managed Volatility Developed International ETF worth $313K as of Q2 2026.
Gladstone Institutional Advisory bought 81 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2026, an estimated $3.04K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #728 holding.
Gladstone Institutional Advisory first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2021 and has held it in 19 quarters since.
Gladstone Institutional Advisory's First Trust Horizon Managed Volatility Developed International ETF position peaked at $905K in Q4 2021.
6 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.