LPL Financial’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

LPL Financial’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	$1.02M	Sell	27,704 -167,077	-86%	-$6.19M	﹤0.01%	4157
2025 Q4	$6.88M	Buy	194,781 +15,597	+9%	+$545K	﹤0.01%	2260
2025 Q3	$6.21M	Sell	179,184 -9,106	-5%	-$321K	﹤0.01%	2279
2025 Q2	$6.58M	Buy	188,290 +13,640	+8%	+$468K	﹤0.01%	2084
2025 Q1	$5.61M	Buy	174,650 +8,788	+5%	+$268K	﹤0.01%	2058
2024 Q4	$4.77M	Buy	165,862 +5,204	+3%	+$156K	﹤0.01%	2119
2024 Q3	$5.06M	Buy	160,658 +9,422	+6%	+$285K	﹤0.01%	1980
2024 Q2	$4.29M	Buy	151,236 +9,012	+6%	+$261K	﹤0.01%	1986
2024 Q1	$4.16M	Buy	142,224 +4,065	+3%	+$117K	﹤0.01%	1927
2023 Q4	$3.98M	Sell	138,159 -10,060	-7%	-$276K	﹤0.01%	1845
2023 Q3	$4M	Sell	148,219 -4,782	-3%	-$135K	﹤0.01%	1725
2023 Q2	$4.36M	Sell	153,001 -7,713	-5%	-$224K	﹤0.01%	1646
2023 Q1	$4.58M	Sell	160,714 -5,506	-3%	-$154K	﹤0.01%	1574
2022 Q4	$4.51M	Buy	166,220 +2,710	+2%	+$70.1K	﹤0.01%	1528
2022 Q3	$4.01M	Buy	163,510 +2,111	+1%	+$57.8K	﹤0.01%	1526
2022 Q2	$4.48M	Sell	161,399 -91,769	-36%	-$2.71M	﹤0.01%	1482
2022 Q1	$7.75M	Sell	253,168 -10,442	-4%	-$323K	0.01%	1142
2021 Q4	$8.38M	Buy	263,610 +10,177	+4%	+$320K	0.01%	1130
2021 Q3	$7.82M	Buy	253,433 +6,857	+3%	+$220K	0.01%	1099
2021 Q2	$7.77M	Sell	246,576 -266	-0.1%	-$8.5K	0.01%	1060
2021 Q1	$7.68M	Sell	246,842 -32,210	-12%	-$993K	0.01%	963
2020 Q4	$8.52M	Sell	279,052 -75,405	-21%	-$2.24M	0.01%	826
2020 Q3	$10.2M	Sell	354,457 -81,066	-19%	-$2.33M	0.02%	638
2020 Q2	$12.2M	Sell	435,523 -73,835	-14%	-$2.02M	0.02%	517
2020 Q1	$13.2M	Buy	509,358 +124,944	+33%	+$3.92M	0.03%	419
2019 Q4	$13.2M	Buy	384,414 +61,498	+19%	+$2.09M	0.02%	485
2019 Q3	$10.7M	Buy	322,916 +74,132	+30%	+$2.46M	0.02%	513
2019 Q2	$8.42M	Sell	248,784 -59,852	-19%	-$2M	0.02%	579
2019 Q1	$10.3M	Buy	308,636 +32,244	+12%	+$1.05M	0.02%	485
2018 Q4	$8.53M	Buy	276,392 +53,778	+24%	+$1.71M	0.02%	503
2018 Q3	$7.44M	Buy	222,614 +37,490	+20%	+$1.25M	0.02%	590
2018 Q2	$6.1M	Buy	185,124 +21,596	+13%	+$741K	0.02%	629
2018 Q1	$5.6M	Buy	163,528 +17,190	+12%	+$597K	0.02%	652
2017 Q4	$5.02M	Buy	146,338 +5,517	+4%	+$186K	0.02%	661
2017 Q3	$4.67M	Buy	140,821 +93,553	+198%	+$3.1M	0.02%	625
2017 Q2	$1.53M	Buy	+47,268	New	+$1.51M	0.01%	1105

Other funds holding HDMV

KAS

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

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

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

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

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

IFG

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial's HDMV Position: Q1 2026 in Review

LPL Financial reduced its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 86% in Q1 2026, selling an estimated $6.19M and leaving 27,704 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

LPL Financial first reported a position in HDMV in Q2 2017 and has held it in 36 quarters since. The position peaked at $13.2M in Q1 2020. 29 funds tracked by Wall St. Rank hold HDMV as of Q1 2026.

LPL Financial held 27,704 shares of First Trust Horizon Managed Volatility Developed International ETF worth $1.02M as of Q1 2026.
LPL Financial sold 167,077 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2026, an estimated $6.19M.
First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4157 holding.
LPL Financial first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2017 and has held it in 36 quarters since.
LPL Financial's First Trust Horizon Managed Volatility Developed International ETF position peaked at $13.2M in Q1 2020.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.