Kowal Investment Group’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-225	Closed	-$7K	–	461
2021 Q3	$7K	Buy	+225	New	+$7.23K	﹤0.01%	575

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

HAS

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

Kowal Investment Group's HDMV Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2021, closing a stake of 225 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in HDMV in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 34 funds tracked by Wall St. Rank hold HDMV as of Q4 2021.

Kowal Investment Group reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 225 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2021, an estimated $7K.
Kowal Investment Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $7K in Q3 2021.
34 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.