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

Simplicity 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
2020 Q2	–	Sell	-24,645	Closed	-$637K	–	900
2020 Q1	$637K	Buy	24,645 +2,895	+13%	+$90.8K	0.02%	438
2019 Q4	$744K	Buy	21,750 +2,316	+12%	+$78.5K	0.02%	450
2019 Q3	$647K	Buy	19,434 +1,801	+10%	+$59.9K	0.03%	375
2019 Q2	$597K	Buy	+17,633	New	+$589K	0.03%	333

Other funds holding HDMV

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Simplicity Solutions's HDMV Position: Q2 2020 in Review

Simplicity Solutions sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q2 2020, closing a stake of 24,645 shares — an estimated $637K sold.

Simplicity Solutions first reported a position in HDMV in Q2 2019 and held it in 4 quarters. The position peaked at $744K in Q4 2019. 50 funds tracked by Wall St. Rank hold HDMV as of Q2 2020.

Simplicity Solutions reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q2 2020 after selling out during the quarter.
Simplicity Solutions sold 24,645 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2020, an estimated $637K.
Simplicity Solutions first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q2 2019 and held it in 4 quarters.
Simplicity Solutions's First Trust Horizon Managed Volatility Developed International ETF position peaked at $744K in Q4 2019.
50 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.