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 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 $26.4B AUM 21.05% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

United Advisor Group's HDMV Position: Q1 2026 in Review

United Advisor Group reduced its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 24% in Q1 2026, selling an estimated $72K and leaving 6,280 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #457.

United Advisor Group first reported a position in HDMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q4 2025. 29 funds tracked by Wall St. Rank hold HDMV as of Q1 2026.

United Advisor Group held 6,280 shares of First Trust Horizon Managed Volatility Developed International ETF worth $231K as of Q1 2026.
United Advisor Group sold 1,945 First Trust Horizon Managed Volatility Developed International ETF shares in Q1 2026, an estimated $72K.
First Trust Horizon Managed Volatility Developed International ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #457 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 9 quarters since.
United Advisor Group's First Trust Horizon Managed Volatility Developed International ETF position peaked at $291K in Q4 2025.
29 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.