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 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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Citadel Advisors

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return