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WFG Advisors’s First Trust Horizon Managed Volatility Developed International ETF HDMV Stock Holding History

WFG 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
2017
Q2 		$6K Buy
199
+3
+2% +$96 ﹤0.01% 1243
2017
Q1 		$6K Buy
196
+1
+0.5% +$29 ﹤0.01% 1178
2016
Q4 		$5K Hold
195
– – ﹤0.01% 1262
2016
Q3 		$6K Buy
+195
New +$5.83K ﹤0.01% 1238

Other funds holding HDMV

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's HDMV Position: Q2 2017 in Review

WFG Advisors increased its First Trust Horizon Managed Volatility Developed International ETF (HDMV) stake by 1.5% in Q2 2017, buying an estimated $96 and bringing the position to 199 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

WFG Advisors first reported a position in HDMV in Q3 2016 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold HDMV as of Q2 2017.

  • WFG Advisors held 199 shares of First Trust Horizon Managed Volatility Developed International ETF worth $6K as of Q2 2017.
  • WFG Advisors bought 3 First Trust Horizon Managed Volatility Developed International ETF shares in Q2 2017, an estimated $96.
  • First Trust Horizon Managed Volatility Developed International ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1243 holding.
  • WFG Advisors first reported a position in First Trust Horizon Managed Volatility Developed International ETF in Q3 2016 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Horizon Managed Volatility Developed International ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.