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Orion Portfolio Solutions’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-36,504
Closed -$1.05M – 1915
2024
Q4 		$1.05M Sell
36,504
-261
-0.7% -$7.83K 0.01% 1028
2024
Q3 		$1.16M Sell
36,765
-1,416
-4% -$42.9K 0.01% 969
2024
Q2 		$1.08M Sell
38,181
-213
-0.6% -$6.16K 0.01% 954
2024
Q1 		$1.12M Sell
38,394
-3,295
-8% -$95K 0.01% 937
2023
Q4 		$1.21M Sell
41,689
-1,285
-3% -$35.2K 0.01% 868
2023
Q3 		$1.16M Sell
42,974
-1,661
-4% -$46.7K 0.01% 861
2023
Q2 		$1.27M Sell
44,635
-1,471
-3% -$42.8K 0.01% 847
2023
Q1 		$1.31M Buy
46,106
+1,553
+3% +$43.5K 0.02% 764
2022
Q4 		$1.21M Sell
44,553
-300
-0.7% -$7.76K 0.04% 267
2022
Q3 		$1.1M Sell
44,853
-724
-2% -$19.8K 0.04% 238
2022
Q2 		$1.27M Sell
45,577
-36,440
-44% -$1.07M 0.05% 213
2022
Q1 		$2.51M Buy
82,017
+1,214
+2% +$37.5K 0.09% 145
2021
Q4 		$2.57M Sell
80,803
-747
-0.9% -$23.5K 0.09% 147
2021
Q3 		$2.52M Buy
81,550
+3,132
+4% +$101K 0.09% 135
2021
Q2 		$2.47M Sell
78,418
-2,219
-3% -$70.9K 0.1% 128
2021
Q1 		$2.51M Sell
80,637
-4,548
-5% -$140K 0.11% 113
2020
Q4 		$2.6M Sell
85,185
-35,927
-30% -$1.07M 0.12% 110
2020
Q3 		$3.47M Sell
121,112
-17,919
-13% -$516K 0.18% 82
2020
Q2 		$3.89M Buy
139,031
+1,859
+1% +$50.8K 0.21% 74
2020
Q1 		$3.54M Buy
+137,172
New +$4.3M 0.24% 62

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's HDMV Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2025, closing a stake of 36,504 shares — an estimated $1.05M sold.

Orion Portfolio Solutions first reported a position in HDMV in Q1 2020 and held it in 20 quarters. The position peaked at $3.89M in Q2 2020. 30 funds tracked by Wall St. Rank hold HDMV as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 36,504 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2025, an estimated $1.05M.
  • Orion Portfolio Solutions first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and held it in 20 quarters.
  • Orion Portfolio Solutions's First Trust Horizon Managed Volatility Developed International ETF position peaked at $3.89M in Q2 2020.
  • 30 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.