Independent Financial Group’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Independent Financial Group’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	$535K	Buy	14,452 +2,244	+18%	+$84.2K	0.01%	970
2026 Q1	$449K	Sell	12,208 -72	-0.6%	-$2.67K	0.01%	978
2025 Q4	$434K	Buy	12,280 +2,299	+23%	+$80.3K	0.01%	964
2025 Q3	$346K	Buy	9,981 +1,758	+21%	+$62K	0.01%	1019
2025 Q2	$287K	Buy	+8,223	New	+$282K	0.01%	1051

Other funds holding HDMV

KAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's HDMV Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 18% in Q2 2026, buying an estimated $84.2K and bringing the position to 14,452 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #970.

Independent Financial Group first reported a position in HDMV in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

Independent Financial Group held 14,452 shares of First Trust Horizon Managed Volatility Developed International ETF worth $535K as of Q2 2026.
Independent Financial Group bought 2,244 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2026, an estimated $84.2K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #970 holding.
Independent Financial Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2025 and has held it in 5 quarters since.
24 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.