Ladenburg Thalmann Financial Services’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$1.64M	Buy	51,483 +25,100	+95%	+$851K	0.01%	975
2019 Q3	$878K	Buy	26,383 +23,212	+732%	+$772K	0.01%	1335
2019 Q2	$108K	Sell	3,171 -200	-6%	-$6.68K	﹤0.01%	2917
2019 Q1	$112K	Buy	3,371 +132	+4%	+$4.3K	﹤0.01%	2807
2018 Q4	$101K	Buy	3,239 +1,266	+64%	+$40.2K	﹤0.01%	2749
2018 Q3	$66K	Sell	1,973 -8,999	-82%	-$301K	﹤0.01%	3134
2018 Q2	$375K	Hold	10,972	–	–	﹤0.01%	1776
2018 Q1	$375K	Hold	10,972	–	–	﹤0.01%	1776
2017 Q4	$377K	Buy	10,972 +9,491	+641%	+$320K	﹤0.01%	1741
2017 Q3	$49K	Sell	1,481 -114	-7%	-$3.77K	﹤0.01%	3102
2017 Q2	$52K	Hold	1,595	–	–	﹤0.01%	2987
2017 Q1	$48K	Buy	+1,595	New	+$46.7K	﹤0.01%	2941

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HDMV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 95% in Q4 2019, buying an estimated $851K and bringing the position to 51,483 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #975.

Ladenburg Thalmann Financial Services first reported a position in HDMV in Q1 2017 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold HDMV as of Q4 2019.

Ladenburg Thalmann Financial Services held 51,483 shares of First Trust Horizon Managed Volatility Developed International ETF worth $1.64M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 25,100 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2019, an estimated $851K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #975 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2017 and has held it in 12 quarters since.
47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.