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

United Advisor 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 Q2	$234K	Buy	6,324 +44	+0.7%	+$1.65K	0.02%	486
2026 Q1	$231K	Sell	6,280 -1,945	-24%	-$72K	0.03%	457
2025 Q4	$291K	Buy	8,225 +46	+0.6%	+$1.61K	0.04%	383
2025 Q3	$284K	Buy	8,179 +49	+0.6%	+$1.73K	0.04%	366
2025 Q2	$284K	Buy	8,130 +79	+1%	+$2.71K	0.05%	323
2025 Q1	$258K	Buy	8,051 +8	+0.1%	+$244	0.05%	298
2024 Q4	$231K	Sell	8,043 -1,116	-12%	-$33.5K	0.05%	332
2024 Q3	$289K	Buy	9,159 +25	+0.3%	+$757	0.07%	286
2024 Q2	$259K	Sell	9,134 -607	-6%	-$17.5K	0.08%	222
2024 Q1	$285K	Buy	+9,741	New	+$281K	0.11%	167

Other funds holding HDMV

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

United Advisor Group's HDMV Position: Q2 2026 in Review

United Advisor Group increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 0.7% in Q2 2026, buying an estimated $1.65K and bringing the position to 6,324 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #486.

United Advisor Group first reported a position in HDMV in Q1 2024 and has held it in 10 quarters since. The position peaked at $291K in Q4 2025. 24 funds tracked by Wall St. Rank hold HDMV as of Q2 2026.

United Advisor Group held 6,324 shares of First Trust Horizon Managed Volatility Developed International ETF worth $234K as of Q2 2026.
United Advisor Group bought 44 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2026, an estimated $1.65K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #486 holding.
United Advisor Group first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $291K in Q4 2025.
24 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.