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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

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LPL Financial
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GSEP
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OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $949M AUM 19.53% 1-Year Est. Return