Walkner Condon Financial Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

Walkner Condon Financial Advisors’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
2020 Q3	–	Sell	-12,138	Closed	-$340K	–	121
2020 Q2	$340K	Buy	12,138 +729	+6%	+$19.9K	0.3%	45
2020 Q1	$295K	Buy	11,409 +855	+8%	+$26.8K	0.32%	44
2019 Q4	$361K	Buy	+10,554	New	+$358K	0.35%	47

Other funds holding HDMV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Walkner Condon Financial Advisors's HDMV Position: Q3 2020 in Review

Walkner Condon Financial Advisors sold out of First Trust Horizon Managed Volatility Developed International ETF (HDMV) in Q3 2020, closing a stake of 12,138 shares — an estimated $340K sold.

Walkner Condon Financial Advisors first reported a position in HDMV in Q4 2019 and held it in 3 quarters. The position peaked at $361K in Q4 2019. 37 funds tracked by Wall St. Rank hold HDMV as of Q3 2020.

Walkner Condon Financial Advisors reported no remaining First Trust Horizon Managed Volatility Developed International ETF position as of Q3 2020 after selling out during the quarter.
Walkner Condon Financial Advisors sold 12,138 First Trust Horizon Managed Volatility Developed International ETF shares in Q3 2020, an estimated $340K.
Walkner Condon Financial Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q4 2019 and held it in 3 quarters.
Walkner Condon Financial Advisors's First Trust Horizon Managed Volatility Developed International ETF position peaked at $361K in Q4 2019.
37 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q3 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.