Golden State Equity Partners’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Golden State Equity Partners’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 Q1	$1.31M	Buy	35,619 +19,392	+120%	+$718K	0.1%	239
2025 Q4	$573K	Sell	16,227 -23,620	-59%	-$825K	0.09%	253
2025 Q3	$1.38M	Buy	39,847 +7,496	+23%	+$264K	0.23%	101
2025 Q2	$1.13M	Sell	32,351 -8,048	-20%	-$276K	0.21%	116
2025 Q1	$1.3M	Sell	40,399 -3,833	-9%	-$117K	0.26%	98
2024 Q4	$1.27M	Sell	44,232 -75,938	-63%	-$2.28M	0.24%	105
2024 Q3	$3.79M	Buy	120,170 +18,642	+18%	+$564K	2%	7
2024 Q2	$2.88M	Buy	+101,528	New	+$2.94M	0.6%	31
2023 Q4	$4.86M	Sell	170,172 -13,421	-7%	-$368K	1.18%	14
2023 Q3	$4.94M	Buy	183,593 +158,555	+633%	+$4.46M	1.38%	12
2023 Q2	$708K	Sell	25,038 -54,756	-69%	-$1.59M	0.2%	126
2023 Q1	$2.25M	Buy	+79,794	New	+$2.23M	1.22%	18
2022 Q1	$3.75M	Buy	123,792 +7,249	+6%	+$224K	1.89%	9
2021 Q4	$3.67M	Sell	116,543 -69,734	-37%	-$2.19M	1.86%	11
2021 Q3	$5.75M	Buy	186,277 +3,088	+2%	+$99.3K	2.34%	8
2021 Q2	$5.77M	Buy	183,189 +50,860	+38%	+$1.62M	2.23%	8
2021 Q1	$4.12M	Buy	132,329 +84,367	+176%	+$2.6M	2.35%	5
2020 Q4	$1.46M	Buy	+47,962	New	+$1.42M	1.01%	30

Other funds holding HDMV

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

GSWM

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IFG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Golden State Equity Partners's HDMV Position: Q1 2026 in Review

Golden State Equity Partners increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 120% in Q1 2026, buying an estimated $718K and bringing the position to 35,619 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #239.

Golden State Equity Partners first reported a position in HDMV in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.77M in Q2 2021. 29 funds tracked by Wall St. Rank hold HDMV as of Q1 2026.

Golden State Equity Partners held 35,619 shares of First Trust Horizon Managed Volatility Developed International ETF worth $1.31M as of Q1 2026.
Golden State Equity Partners bought 19,392 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2026, an estimated $718K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.1% of Golden State Equity Partners's portfolio in Q1 2026, its #239 holding.
Golden State Equity Partners first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2020 and has held it in 18 quarters since.
Golden State Equity Partners's First Trust Horizon Managed Volatility Developed International ETF position peaked at $5.77M in Q2 2021.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.