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

Next Financial Group’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
2021 Q4	$20K	Sell	621 -180	-22%	-$5.66K	﹤0.01%	1886
2021 Q3	$25K	Hold	801	–	–	﹤0.01%	1714
2021 Q2	$25K	Hold	801	–	–	﹤0.01%	1666
2021 Q1	$25K	Hold	801	–	–	﹤0.01%	1559
2020 Q4	$24K	Buy	801 +27	+3%	+$801	﹤0.01%	1477
2020 Q3	$22K	Buy	+774	New	+$22.3K	﹤0.01%	1373

Other funds holding HDMV

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

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

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

GSEP

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

GSWM

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Next Financial Group's HDMV Position: Q4 2021 in Review

Next Financial Group reduced its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 22% in Q4 2021, selling an estimated $5.66K and leaving 621 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Next Financial Group first reported a position in HDMV in Q3 2020 and has held it in 6 quarters since. The position peaked at $25K in Q3 2021. 34 funds tracked by Wall St. Rank hold HDMV as of Q4 2021.

Next Financial Group held 621 shares of First Trust Horizon Managed Volatility Developed International ETF worth $20K as of Q4 2021.
Next Financial Group sold 180 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2021, an estimated $5.66K.
First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1886 holding.
Next Financial Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $25K in Q3 2021.
34 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.