Sigma Planning Corp’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-98,648	Closed	-$2.66M	–	990
2023 Q3	$2.66M	Sell	98,648 -1,585	-2%	-$44.6K	0.1%	212
2023 Q2	$2.86M	Buy	100,233 +56,631	+130%	+$1.65M	0.1%	216
2023 Q1	$1.24M	Buy	+43,602	New	+$1.22M	0.04%	427
2020 Q3	–	Sell	-12,885	Closed	-$361K	–	1107
2020 Q2	$361K	Sell	12,885 -21,474	-62%	-$587K	0.02%	712
2020 Q1	$888K	Buy	34,359 +2,582	+8%	+$80.9K	0.05%	351
2019 Q4	$1.09M	Buy	31,777 +11,582	+57%	+$393K	0.05%	382
2019 Q3	$672K	Buy	+20,195	New	+$671K	0.03%	480

Other funds holding HDMV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sigma Planning Corp's HDMV Position: Q4 2023 in Review

Sigma Planning Corp sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2023, closing a stake of 98,648 shares — an estimated $2.66M sold.

Sigma Planning Corp first reported a position in HDMV in Q3 2019 and held it in 7 quarters. The position peaked at $2.86M in Q2 2023. 35 funds tracked by Wall St. Rank hold HDMV as of Q4 2023.

Sigma Planning Corp reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 98,648 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2023, an estimated $2.66M.
Sigma Planning Corp first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2019 and held it in 7 quarters.
Sigma Planning Corp's First Trust Horizon Managed Volatility Developed International ETF position peaked at $2.86M in Q2 2023.
35 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.