Principal Securities’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Principal Securities’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 Q3	–	Sell	-45	Closed	-$1.57K	–	3781
2025 Q2	$1.57K	Sell	45 -13,954	-100%	-$479K	﹤0.01%	3214
2025 Q1	$403K	Hold	13,999	–	–	0.01%	861
2024 Q4	$403K	Buy	13,999 +636	+5%	+$19.1K	0.01%	856
2024 Q3	$421K	Buy	13,363 +840	+7%	+$25.4K	0.01%	820
2024 Q2	$356K	Buy	12,523 +508	+4%	+$14.7K	0.01%	828
2024 Q1	$352K	Buy	12,015 +1,239	+11%	+$35.7K	0.01%	804
2023 Q4	$311K	Buy	+10,776	New	+$295K	0.01%	779

Other funds holding HDMV

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Principal Securities's HDMV Position: Q3 2025 in Review

Principal Securities sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2025, closing a stake of 45 shares — an estimated $1.57K sold.

Principal Securities first reported a position in HDMV in Q4 2023 and held it in 7 quarters. The position peaked at $421K in Q3 2024. 25 funds tracked by Wall St. Rank hold HDMV as of Q3 2025.

Principal Securities reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 45 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2025, an estimated $1.57K.
Principal Securities first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2023 and held it in 7 quarters.
Principal Securities's First Trust Horizon Managed Volatility Developed International ETF position peaked at $421K in Q3 2024.
25 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.