Lloyd Advisory Services’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Lloyd Advisory 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
2026 Q2	–	Sell	-61	Closed	-$2.25K	–	785
2026 Q1	$2.25K	Buy	+61	New	+$2.26K	﹤0.01%	649
2020 Q3	–	Sell	-3	Closed	–	–	348
2020 Q2	$0	Sell	3 -215	-99%	-$5.88K	﹤0.01%	321
2020 Q1	$6K	Sell	218 -8	-4%	-$251	﹤0.01%	174
2019 Q4	$8K	Buy	+226	New	+$7.67K	0.01%	225

Other funds holding HDMV

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

GSWM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Lloyd Advisory Services's HDMV Position: Q2 2026 in Review

Lloyd Advisory Services sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2026, closing a stake of 61 shares — an estimated $2.25K sold.

Lloyd Advisory Services first reported a position in HDMV in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 24 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

Lloyd Advisory Services reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 61 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2026, an estimated $2.25K.
Lloyd Advisory Services first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 4 quarters.
Lloyd Advisory Services's First Trust Horizon Managed Volatility Developed International ETF position peaked at $8K in Q4 2019.
24 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.