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Moneywise Inc’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Moneywise Inc’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
2024
Q4 		– Sell
-8,658
Closed -$273K – 59
2024
Q3 		$273K Sell
8,658
-2,851
-25% -$86.3K 0.13% 54
2024
Q2 		$327K Buy
11,509
+169
+1% +$4.89K 0.17% 49
2024
Q1 		$332K Sell
11,340
-304
-3% -$8.77K 0.18% 51
2023
Q4 		$336K Sell
11,644
-477
-4% -$13.1K 0.19% 41
2023
Q3 		$327K Buy
12,121
+137
+1% +$3.85K 0.21% 39
2023
Q2 		$342K Buy
11,984
+92
+0.8% +$2.67K 0.21% 38
2023
Q1 		$339K Buy
11,892
+59
+0.5% +$1.65K 0.22% 38
2022
Q4 		$321K Sell
11,833
-3,290
-22% -$85.1K 0.24% 36
2022
Q3 		$371K Buy
15,123
+226
+2% +$6.18K 0.3% 33
2022
Q2 		$414K Sell
14,897
-9,670
-39% -$285K 0.32% 32
2022
Q1 		$752K Sell
24,567
-2,515
-9% -$77.8K 0.5% 26
2021
Q4 		$861K Sell
27,082
-1,880
-6% -$59.1K 0.55% 26
2021
Q3 		$893K Sell
28,962
-2,964
-9% -$95.3K 0.58% 25
2021
Q2 		$1.01M Sell
31,926
-1,981
-6% -$63.3K 0.69% 26
2021
Q1 		$1.05M Sell
33,907
-462
-1% -$14.2K 0.71% 25
2020
Q4 		$1.05M Sell
34,369
-781
-2% -$23.2K 0.75% 25
2020
Q3 		$1.01M Sell
35,150
-7,883
-18% -$227K 0.8% 26
2020
Q2 		$1.2M Buy
43,033
+7,559
+21% +$207K 0.96% 25
2020
Q1 		$917K Buy
+35,474
New +$1.11M 0.81% 22

Other funds holding HDMV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Moneywise Inc's HDMV Position: Q4 2024 in Review

Moneywise Inc sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2024, closing a stake of 8,658 shares — an estimated $273K sold.

Moneywise Inc first reported a position in HDMV in Q1 2020 and held it in 19 quarters. The position peaked at $1.2M in Q2 2020. 36 funds tracked by Wall St. Rank hold HDMV as of Q4 2024.

  • Moneywise Inc reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2024 after selling out during the quarter.
  • Moneywise Inc sold 8,658 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2024, an estimated $273K.
  • Moneywise Inc first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and held it in 19 quarters.
  • Moneywise Inc's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.2M in Q2 2020.
  • 36 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2024.

Based on Moneywise Inc's 13F filing for Q4 2024, filed 27 Jan 2025.