Legacy Capital Wealth Partners’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Legacy Capital Wealth Partners’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	-336,225	Closed	-$10.4M	–	43
2021 Q3	$10.4M	Buy	336,225 +1,725	+0.5%	+$55.5K	4.06%	11
2021 Q2	$10.5M	Sell	334,500 -45,199	-12%	-$1.44M	5.68%	9
2021 Q1	$11.8M	Buy	379,699 +7,322	+2%	+$226K	4.88%	8
2020 Q4	$11.4M	Buy	+372,377	New	+$11M	4.87%	8

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

GSWM

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

HAS

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

Legacy Capital Wealth Partners's HDMV Position: Q4 2021 in Review

Legacy Capital Wealth Partners sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2021, closing a stake of 336,225 shares — an estimated $10.4M sold.

Legacy Capital Wealth Partners first reported a position in HDMV in Q4 2020 and held it in 4 quarters. The position peaked at $11.8M in Q1 2021. 34 funds tracked by Wall St. Rank hold HDMV as of Q4 2021.

Legacy Capital Wealth Partners reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2021 after selling out during the quarter.
Legacy Capital Wealth Partners sold 336,225 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2021, an estimated $10.4M.
Legacy Capital Wealth Partners first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2020 and held it in 4 quarters.
Legacy Capital Wealth Partners's First Trust Horizon Managed Volatility Developed International ETF position peaked at $11.8M in Q1 2021.
34 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.