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

Harbour 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
2026 Q1	$27.3K	Sell	742 -74	-9%	-$2.74K	﹤0.01%	2691
2025 Q4	$28.8K	Sell	816 -810	-50%	-$28.3K	﹤0.01%	2240
2025 Q3	$56.4K	Buy	1,626 +38	+2%	+$1.34K	﹤0.01%	1849
2025 Q2	$55.5K	Sell	1,588 -738	-32%	-$25.3K	﹤0.01%	1760
2025 Q1	$74.7K	Sell	2,326 -138	-6%	-$4.21K	﹤0.01%	1582
2024 Q4	$70.9K	Sell	2,464 -2,024	-45%	-$60.7K	﹤0.01%	1544
2024 Q3	$141K	Sell	4,488 -855	-16%	-$25.9K	﹤0.01%	1162
2024 Q2	$152K	Sell	5,343 -2,752	-34%	-$79.6K	0.01%	1054
2024 Q1	$237K	Sell	8,095 -4,345	-35%	-$125K	0.01%	854
2023 Q4	$359K	Sell	12,440 -8,062	-39%	-$221K	0.01%	652
2023 Q3	$553K	Sell	20,502 -9,994	-33%	-$281K	0.03%	462
2023 Q2	$869K	Sell	30,496 -7,981	-21%	-$232K	0.04%	370
2023 Q1	$1.1M	Sell	38,477 -9,403	-20%	-$263K	0.06%	298
2022 Q4	$1.3M	Sell	47,880 -1,735	-3%	-$44.9K	0.08%	246
2022 Q3	$1.38M	Hold	49,615	–	–	0.09%	211
2022 Q2	$1.38M	Buy	+49,615	New	+$1.46M	0.09%	211
2021 Q4	$1.56M	Sell	49,199 -1,915	-4%	-$60.2K	0.09%	210
2021 Q3	$1.58M	Buy	51,114 +4,085	+9%	+$131K	0.05%	335
2021 Q2	$1.48M	Buy	47,029 +1,779	+4%	+$56.8K	0.05%	358
2021 Q1	$1.41M	Buy	+45,250	New	+$1.4M	0.05%	327

Other funds holding HDMV

KAS

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

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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 $1.1B AUM 27.49% 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

Harbour Investments's HDMV Position: Q1 2026 in Review

Harbour Investments reduced its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 9.1% in Q1 2026, selling an estimated $2.74K and leaving 742 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Harbour Investments first reported a position in HDMV in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.58M in Q3 2021. 29 funds tracked by Wall St. Rank hold HDMV as of Q1 2026.

Harbour Investments held 742 shares of First Trust Horizon Managed Volatility Developed International ETF worth $27.3K as of Q1 2026.
Harbour Investments sold 74 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2026, an estimated $2.74K.
First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2691 holding.
Harbour Investments first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.58M in Q3 2021.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.