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

Kingsview 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
2021 Q3	–	Sell	-8,550	Closed	-$270K	–	935
2021 Q2	$270K	Sell	8,550 -10,650	-55%	-$340K	0.01%	729
2021 Q1	$601K	Sell	19,200 -1,475	-7%	-$45.5K	0.03%	469
2020 Q4	$631K	Sell	20,675 -200	-1%	-$5.93K	0.05%	393
2020 Q3	$598K	Sell	20,875 -194	-0.9%	-$5.58K	0.05%	328
2020 Q2	$590K	Sell	21,069 -1,245	-6%	-$34.1K	0.06%	297
2020 Q1	$577K	Buy	22,314 +975	+5%	+$30.6K	0.08%	247
2019 Q4	$730K	Buy	+21,339	New	+$724K	0.09%	229

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

Kingsview Wealth Management's HDMV Position: Q3 2021 in Review

Kingsview Wealth Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2021, closing a stake of 8,550 shares — an estimated $270K sold.

Kingsview Wealth Management first reported a position in HDMV in Q4 2019 and held it in 7 quarters. The position peaked at $730K in Q4 2019. 33 funds tracked by Wall St. Rank hold HDMV as of Q3 2021.

Kingsview Wealth Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2021 after selling out during the quarter.
Kingsview Wealth Management sold 8,550 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2021, an estimated $270K.
Kingsview Wealth Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 7 quarters.
Kingsview Wealth Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $730K in Q4 2019.
33 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.