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

Golden State 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
2026 Q2	$790K	Buy	21,356 +998	+5%	+$37.5K	0.07%	220
2026 Q1	$749K	Sell	20,358 -3,846	-16%	-$142K	0.08%	199
2025 Q4	$855K	Sell	24,204 -2,135	-8%	-$74.6K	0.09%	175
2025 Q3	$913K	Buy	26,339 +301	+1%	+$10.6K	0.1%	153
2025 Q2	$910K	Sell	26,038 -3,291	-11%	-$113K	0.11%	154
2025 Q1	$941K	Sell	29,329 -701	-2%	-$21.4K	0.14%	132
2024 Q4	$864K	Buy	+30,030	New	+$901K	0.13%	131
2022 Q1	$1.34M	Sell	43,777 -5,223	-11%	-$162K	0.26%	74
2021 Q4	$1.56M	Buy	+49,000	New	+$1.54M	0.27%	70
2020 Q4	–	Sell	-2,754	Closed	-$79K	–	315
2020 Q3	$79K	Buy	+2,754	New	+$79.3K	0.03%	288
2020 Q2	–	Sell	-291	Closed	-$8K	–	494
2020 Q1	$8K	Buy	+291	New	+$9.12K	﹤0.01%	656

Other funds holding HDMV

KAS

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

IFG

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 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

Golden State Wealth Management's HDMV Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 4.9% in Q2 2026, buying an estimated $37.5K and bringing the position to 21,356 shares worth $790K. The position accounts for 0.07% of the portfolio, ranked #220.

Golden State Wealth Management first reported a position in HDMV in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2021. 6 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

Golden State Wealth Management held 21,356 shares of First Trust Horizon Managed Volatility Developed International ETF worth $790K as of Q2 2026.
Golden State Wealth Management bought 998 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2026, an estimated $37.5K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.07% of Golden State Wealth Management's portfolio in Q2 2026, its #220 holding.
Golden State Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and has held it in 11 quarters since.
Golden State Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.56M 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.