PO
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Private Ocean’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Private Ocean’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
2019
Q4 		– Sell
-95
Closed -$4K – 548
2019
Q3 		$4K Buy
+95
New +$3.16K ﹤0.01% 494

Other funds holding HDMV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Private Ocean's HDMV Position: Q4 2019 in Review

Private Ocean sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2019, closing a stake of 95 shares — an estimated $4K sold.

Private Ocean first reported a position in HDMV in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 47 funds tracked by Wall St. Rank hold HDMV as of Q4 2019.

  • Private Ocean reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2019 after selling out during the quarter.
  • Private Ocean sold 95 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2019, an estimated $4K.
  • Private Ocean first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2019 and held it in 1 quarter.
  • Private Ocean's First Trust Horizon Managed Volatility Developed International ETF position peaked at $4K in Q3 2019.
  • 47 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.