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

OneAscent Financial 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
2023 Q1	–	Sell	-7,393	Closed	-$201K	–	189
2022 Q4	$201K	Buy	+7,393	New	+$191K	0.09%	177

Other funds holding HDMV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

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

SPC

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

OneAscent Financial Services's HDMV Position: Q1 2023 in Review

OneAscent Financial Services sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2023, closing a stake of 7,393 shares — an estimated $201K sold.

OneAscent Financial Services first reported a position in HDMV in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 32 funds tracked by Wall St. Rank hold HDMV as of Q1 2023.

OneAscent Financial Services reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2023 after selling out during the quarter.
OneAscent Financial Services sold 7,393 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2023, an estimated $201K.
OneAscent Financial Services first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2022 and held it in 1 quarter.
OneAscent Financial Services's First Trust Horizon Managed Volatility Developed International ETF position peaked at $201K in Q4 2022.
32 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.