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	–	2762
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

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Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $949M AUM 19.53% 1-Year Est. Return