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

Stifel Financial’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
2021 Q4	–	Sell	-7,688	Closed	-$237K	–	3402
2021 Q3	$237K	Buy	+7,688	New	+$247K	﹤0.01%	3041
2020 Q3	–	Sell	-22,221	Closed	-$622K	–	2922
2020 Q2	$622K	Sell	22,221 -21,081	-49%	-$577K	﹤0.01%	1881
2020 Q1	$1.12M	Buy	43,302 +12,670	+41%	+$397K	﹤0.01%	1357
2019 Q4	$1.05M	Buy	+30,632	New	+$1.04M	﹤0.01%	1791

Other funds holding HDMV

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

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

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

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

HAS

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

Stifel Financial's HDMV Position: Q4 2021 in Review

Stifel Financial sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q4 2021, closing a stake of 7,688 shares — an estimated $237K sold.

Stifel Financial first reported a position in HDMV in Q4 2019 and held it in 4 quarters. The position peaked at $1.12M in Q1 2020. 34 funds tracked by Wall St. Rank hold HDMV as of Q4 2021.

Stifel Financial reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q4 2021 after selling out during the quarter.
Stifel Financial sold 7,688 First Trust Horizon Managed Volatility Developed International ETF shares in Q4 2021, an estimated $237K.
Stifel Financial first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 4 quarters.
Stifel Financial's First Trust Horizon Managed Volatility Developed International ETF position peaked at $1.12M in Q1 2020.
34 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.