Synergy Asset Management’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-2,583	Closed	-$81.4K	–	384
2024 Q4	$81.4K	Buy	+2,583	New	+$77.5K	0.01%	243

Other funds holding HDMV

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

GSEP

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

GSWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Synergy Asset Management's HDMV Position: Q1 2025 in Review

Synergy Asset Management sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q1 2025, closing a stake of 2,583 shares — an estimated $81.4K sold.

Synergy Asset Management first reported a position in HDMV in Q4 2024 and held it in 1 quarter. The position peaked at $81.4K in Q4 2024. 30 funds tracked by Wall St. Rank hold HDMV as of Q1 2025.

Synergy Asset Management reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 2,583 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2025, an estimated $81.4K.
Synergy Asset Management first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's First Trust Horizon Managed Volatility Developed International ETF position peaked at $81.4K in Q4 2024.
30 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.