Advisory Services Network’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Advisory Services Network’s Portfolio DVOL Stock Details DVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,105	Closed	-$39.2K	–	2469
2025 Q3	$39.2K	Buy	+1,105	New	+$38.5K	﹤0.01%	2579
2025 Q2	–	Sell	-6,105	Closed	-$217K	–	1774
2025 Q1	$217K	Buy	+6,105	New	+$214K	﹤0.01%	1479
2024 Q1	–	Sell	-1,105	Closed	-$30.2K	–	2026
2023 Q4	$30.2K	Buy	+1,105	New	+$28.8K	﹤0.01%	2291
2023 Q2	–	Sell	-1,105	Closed	-$28.2K	–	2024
2023 Q1	$28.2K	Hold	1,105	–	–	﹤0.01%	2341
2022 Q4	$29K	Buy	+1,105	New	+$28.6K	﹤0.01%	2257
2021 Q3	–	Sell	-1,105	Closed	-$30K	–	1877
2021 Q2	$30K	Buy	+1,105	New	+$29.3K	﹤0.01%	2277
2021 Q1	–	Sell	-1,105	Closed	-$27K	–	1712
2020 Q4	$27K	Hold	1,105	–	–	﹤0.01%	1991
2020 Q3	$25K	Buy	+1,105	New	+$24.3K	﹤0.01%	1962
2020 Q2	–	Sell	-1,105	Closed	-$20K	–	1447
2020 Q1	$20K	Hold	1,105	–	–	﹤0.01%	1853
2019 Q4	$25K	Buy	1,105 +275	+33%	+$6.12K	﹤0.01%	1892
2019 Q3	$18K	Hold	830	–	–	﹤0.01%	1876
2019 Q2	$18K	Hold	830	–	–	﹤0.01%	1874
2019 Q1	$17K	Buy	+830	New	+$16.2K	﹤0.01%	1664

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Advisory Services Network's DVOL Position: Q4 2025 in Review

Advisory Services Network sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2025, closing a stake of 1,105 shares — an estimated $39.2K sold.

Advisory Services Network first reported a position in DVOL in Q1 2019 and held it in 13 quarters. The position peaked at $217K in Q1 2025. 40 funds tracked by Wall St. Rank hold DVOL as of Q4 2025.

Advisory Services Network reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 1,105 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2025, an estimated $39.2K.
Advisory Services Network first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2019 and held it in 13 quarters.
Advisory Services Network's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $217K in Q1 2025.
40 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.