Allworth Financial’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Allworth Financial’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
2026 Q1	$319K	Hold	9,218	–	–	﹤0.01%	1159
2025 Q4	$323K	Hold	9,218	–	–	﹤0.01%	1117
2025 Q3	$327K	Sell	9,218 -1	-0%	-$35	﹤0.01%	1059
2025 Q2	$324K	Buy	9,219 +1	+0%	+$35	﹤0.01%	991
2025 Q1	$317K	Hold	9,218	–	–	﹤0.01%	814
2024 Q4	$324K	Hold	9,218	–	–	﹤0.01%	804
2024 Q3	$306K	Hold	9,218	–	–	﹤0.01%	700
2024 Q2	$285K	Hold	9,218	–	–	﹤0.01%	711
2024 Q1	$282K	Hold	9,218	–	–	﹤0.01%	686
2023 Q4	$252K	Sell	9,218 -1	-0%	-$26	﹤0.01%	674
2023 Q3	$230K	Buy	+9,219	New	+$239K	﹤0.01%	655

Other funds holding DVOL

CAG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

PAG

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Allworth Financial's DVOL Position: Q1 2026 in Review

Allworth Financial held its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) position steady in Q1 2026 at 9,218 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Allworth Financial first reported a position in DVOL in Q3 2023 and has held it in 11 quarters since. The position peaked at $327K in Q3 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

Allworth Financial held 9,218 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $319K as of Q1 2026.
Allworth Financial left its First Trust Dorsey Wright Momentum & Low Volatility ETF share count unchanged in Q1 2026.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1159 holding.
Allworth Financial first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2023 and has held it in 11 quarters since.
Allworth Financial's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $327K in Q3 2025.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.