IFP Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-1,177	Closed	-$40K	–	3840
2022 Q4	$40K	Sell	1,177 -263	-18%	-$6.81K	﹤0.01%	2391
2022 Q3	$49K	Buy	1,440 +12	+0.8%	+$328	﹤0.01%	2384
2022 Q2	$48K	Hold	1,428	–	–	﹤0.01%	2197
2022 Q1	$48K	Buy	1,428 +1,328	+1,328%	+$41.1K	﹤0.01%	2197
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	2663
2021 Q3	$3K	Sell	100 -87	-47%	-$2.8K	﹤0.01%	2723
2021 Q2	$6K	Hold	187	–	–	﹤0.01%	2397
2021 Q1	$6K	Hold	187	–	–	﹤0.01%	2343
2020 Q4	$6K	Sell	187 -594	-76%	-$17.6K	﹤0.01%	2253
2020 Q3	$22K	Sell	781 -39,686	-98%	-$1.14M	﹤0.01%	1607
2020 Q2	$1.13M	Buy	40,467 +3,720	+10%	+$102K	0.09%	227
2020 Q1	$968K	Buy	36,747 +4,635	+14%	+$145K	0.1%	218
2019 Q4	$1.09M	Buy	32,112 +1,891	+6%	+$64.1K	0.08%	260
2019 Q3	$1M	Buy	+30,221	New	+$1M	0.07%	301

Other funds holding HDMV

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

IFP Advisors's HDMV Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2023, closing a stake of 1,177 shares — an estimated $40K sold.

IFP Advisors first reported a position in HDMV in Q3 2019 and held it in 14 quarters. The position peaked at $1.13M in Q2 2020. 32 funds tracked by Wall St. Rank hold HDMV as of Q1 2023.

IFP Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,177 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2023, an estimated $40K.
IFP Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2019 and held it in 14 quarters.
IFP Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.13M in Q2 2020.
32 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.