Sowell Financial Services’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-638	Closed	-$18K	–	2756
2020 Q3	$18K	Sell	638 -2,164	-77%	-$62.3K	﹤0.01%	1602
2020 Q2	$78K	Buy	2,802 +662	+31%	+$18.1K	﹤0.01%	1040
2020 Q1	$55K	Buy	+2,140	New	+$67.1K	﹤0.01%	1020

Other funds holding HDMV

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OPS

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

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

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

GSEP

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Sowell Financial Services's HDMV Position: Q4 2020 in Review

Sowell Financial Services sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2020, closing a stake of 638 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in HDMV in Q1 2020 and held it in 3 quarters. The position peaked at $78K in Q2 2020. 36 funds tracked by Wall St. Rank hold HDMV as of Q4 2020.

Sowell Financial Services reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2020 after selling out during the quarter.
Sowell Financial Services sold 638 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2020, an estimated $18K.
Sowell Financial Services first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2020 and held it in 3 quarters.
Sowell Financial Services's First Trust Horizon Managed Volatility Developed International ETF position peaked at $78K in Q2 2020.
36 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.