UBS Group
HDMV icon

UBS Group’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

UBS Group’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
2026
Q1 		$8.13K Sell
221
-279
-56% -$10.3K ﹤0.01% 8522
2025
Q4 		$17.7K Sell
500
-1,293
-72% -$45.2K ﹤0.01% 7873
2025
Q3 		$62.2K Sell
1,793
-485
-21% -$17.1K ﹤0.01% 7416
2025
Q2 		$79.6K Buy
+2,278
New +$78.1K ﹤0.01% 7413
2025
Q1 		– Sell
-1,395
Closed -$40.1K – 10428
2024
Q4 		$40.1K Buy
1,395
+1,104
+379% +$33.1K ﹤0.01% 7438
2024
Q3 		$9.17K Buy
291
+141
+94% +$4.27K ﹤0.01% 7799
2024
Q2 		$4.26K Buy
150
+113
+305% +$3.27K ﹤0.01% 8117
2024
Q1 		$1.08K Sell
37
-204
-85% -$5.88K ﹤0.01% 8236
2023
Q4 		$6.95K Sell
241
-464
-66% -$12.7K ﹤0.01% 7659
2023
Q3 		$19K Buy
+705
New +$19.8K ﹤0.01% 6831
2023
Q2 		– Sell
-218
Closed -$6.21K – 9194
2023
Q1 		$6.21K Sell
218
-1,490
-87% -$41.7K ﹤0.01% 7945
2022
Q4 		$46.4K Sell
1,708
-1,645
-49% -$42.6K ﹤0.01% 6840
2022
Q3 		$82K Buy
3,353
+2,553
+319% +$69.9K ﹤0.01% 5880
2022
Q2 		$22K Sell
800
-216
-21% -$6.37K ﹤0.01% 6760
2022
Q1 		$31K Sell
1,016
-112
-10% -$3.46K ﹤0.01% 6961
2021
Q4 		$36K Buy
+1,128
New +$35.5K ﹤0.01% 7203
2021
Q3 		– Sell
-2,374
Closed -$75K – 9759
2021
Q2 		$75K Buy
+2,374
New +$75.8K ﹤0.01% 6094
2021
Q1 		– Sell
-1,550
Closed -$47K – 9191
2020
Q4 		$47K Sell
1,550
-641
-29% -$19K ﹤0.01% 6243
2020
Q3 		$63K Buy
2,191
+427
+24% +$12.3K ﹤0.01% 5475
2020
Q2 		$50K Buy
1,764
+559
+46% +$15.3K ﹤0.01% 5854
2020
Q1 		$31K Buy
1,205
+1,171
+3,444% +$36.7K ﹤0.01% 6184
2019
Q4 		$1K Buy
+34
New +$1.15K ﹤0.01% 7945
2018
Q3 		– Sell
-507
Closed -$17K – 8095
2018
Q2 		$17K Buy
507
+332
+190% +$11.4K ﹤0.01% 6807
2018
Q1 		$6K Buy
+175
New +$6.08K ﹤0.01% 7145
2017
Q4 		– Sell
-156
Closed -$5K – 7946
2017
Q3 		$5K Sell
156
-325
-68% -$10.8K ﹤0.01% 7214
2017
Q2 		$16K Sell
481
-2,492
-84% -$79.8K ﹤0.01% 6457
2017
Q1 		$90K Buy
2,973
+2,614
+728% +$76.5K ﹤0.01% 5132
2016
Q4 		$10K Buy
+359
New +$10.2K ﹤0.01% 6919

Other funds holding HDMV

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group's HDMV Position: Q1 2026 in Review

UBS Group reduced its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 56% in Q1 2026, selling an estimated $10.3K and leaving 221 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #8522.

UBS Group first reported a position in HDMV in Q4 2016 and has held it in 28 quarters since. The position peaked at $90K in Q1 2017. 29 funds tracked by Wall St. Rank hold HDMV as of Q1 2026.

  • UBS Group held 221 shares of First Trust Horizon Managed Volatility Developed International ETF worth $8.13K as of Q1 2026.
  • UBS Group sold 279 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2026, an estimated $10.3K.
  • First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8522 holding.
  • UBS Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2016 and has held it in 28 quarters since.
  • UBS Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $90K in Q1 2017.
  • 29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.