Gradient Investments’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Gradient Investments’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
2021 Q3	–	Sell	-146	Closed	-$5K	–	1186
2021 Q2	$5K	Hold	146	–	–	﹤0.01%	874
2021 Q1	$5K	Hold	146	–	–	﹤0.01%	882
2020 Q4	$4K	Hold	146	–	–	﹤0.01%	839
2020 Q3	$4K	Hold	146	–	–	﹤0.01%	845
2020 Q2	$4K	Hold	146	–	–	﹤0.01%	775
2020 Q1	$4K	Hold	146	–	–	﹤0.01%	807
2019 Q4	$5K	Buy	+146	New	+$4.95K	﹤0.01%	815
2017 Q2	–	Sell	-72	Closed	-$2K	–	842
2017 Q1	$2K	Buy	+72	New	+$2.11K	﹤0.01%	683

Other funds holding HDMV

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

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Gradient Investments's HDMV Position: Q3 2021 in Review

Gradient Investments sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2021, closing a stake of 146 shares — an estimated $5K sold.

Gradient Investments first reported a position in HDMV in Q1 2017 and held it in 8 quarters. The position peaked at $5K in Q2 2021. 33 funds tracked by Wall St. Rank hold HDMV as of Q3 2021.

Gradient Investments reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 146 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2021, an estimated $5K.
Gradient Investments first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2017 and held it in 8 quarters.
Gradient Investments's First Trust Horizon Managed Volatility Developed International ETF position peaked at $5K in Q2 2021.
33 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.