Mutual Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Mutual Advisors’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
2023 Q3	–	Sell	-7,181	Closed	-$205K	–	1008
2023 Q2	$205K	Hold	7,181	–	–	0.01%	939
2023 Q1	$205K	Sell	7,181 -795	-10%	-$22.3K	0.01%	919
2022 Q4	$217K	Sell	7,976 -1,430	-15%	-$37K	0.01%	846
2022 Q3	$231K	Hold	9,406	–	–	0.01%	788
2022 Q2	$261K	Sell	9,406 -442	-4%	-$13K	0.02%	714
2022 Q1	$302K	Sell	9,848 -397	-4%	-$12.3K	0.02%	713
2021 Q4	$326K	Buy	10,245 +200	+2%	+$6.29K	0.02%	710
2021 Q3	$310K	Buy	10,045 +1,295	+15%	+$41.6K	0.02%	704
2021 Q2	$276K	Sell	8,750 -394	-4%	-$12.6K	0.02%	698
2021 Q1	$285K	Sell	9,144 -29	-0.3%	-$894	0.02%	641
2020 Q4	$280K	Buy	9,173 +1,489	+19%	+$44.2K	0.02%	614
2020 Q3	$220K	Sell	7,684 -903	-11%	-$26K	0.02%	611
2020 Q2	$240K	Buy	+8,587	New	+$235K	0.02%	556
2020 Q1	–	Sell	-6,625	Closed	-$227K	–	600
2019 Q4	$227K	Buy	+6,625	New	+$225K	0.02%	534

Other funds holding HDMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSEP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mutual Advisors's HDMV Position: Q3 2023 in Review

Mutual Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2023, closing a stake of 7,181 shares — an estimated $205K sold.

Mutual Advisors first reported a position in HDMV in Q4 2019 and held it in 14 quarters. The position peaked at $326K in Q4 2021. 34 funds tracked by Wall St. Rank hold HDMV as of Q3 2023.

Mutual Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2023 after selling out during the quarter.
Mutual Advisors sold 7,181 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2023, an estimated $205K.
Mutual Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 14 quarters.
Mutual Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $326K in Q4 2021.
34 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.