American Portfolios Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

American Portfolios Advisors’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
2022 Q3	$168K	Sell	7,000 -60	-0.8%	-$1.56K	0.01%	1090
2022 Q2	$177K	Buy	7,060 +400	+6%	+$10.7K	0.01%	1101
2022 Q1	$191K	Buy	6,660 +1,768	+36%	+$49.6K	0.01%	1173
2021 Q4	$155K	Buy	4,892 +414	+9%	+$12.4K	0.01%	1287
2021 Q3	$123K	Buy	4,478 +394	+10%	+$11.3K	﹤0.01%	1362
2021 Q2	$111K	Buy	4,084 +116	+3%	+$3.07K	﹤0.01%	1369
2021 Q1	$98.1K	Buy	3,968 +70	+2%	+$1.71K	﹤0.01%	1324
2020 Q4	$95.7K	Hold	3,898	–	–	﹤0.01%	1178
2020 Q3	$87.7K	Buy	3,898 +871	+29%	+$19.2K	0.01%	1110
2020 Q2	$61.8K	Sell	3,027 -355	-10%	-$6.97K	﹤0.01%	1212
2020 Q1	$60.7K	Buy	3,382 +16	+0.5%	+$347	0.01%	1086
2019 Q4	$74.9K	Buy	3,366 +1,166	+53%	+$25.9K	0.01%	1190
2019 Q3	$50.2K	Buy	+2,200	New	+$49K	﹤0.01%	1278

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

American Portfolios Advisors's DVOL Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 0.85% in Q3 2022, selling an estimated $1.56K and leaving 7,000 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1090.

American Portfolios Advisors first reported a position in DVOL in Q3 2019 and has held it in 13 quarters since. The position peaked at $191K in Q1 2022. 32 funds tracked by Wall St. Rank hold DVOL as of Q3 2022.

American Portfolios Advisors held 7,000 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $168K as of Q3 2022.
American Portfolios Advisors sold 60 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2022, an estimated $1.56K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1090 holding.
American Portfolios Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $191K in Q1 2022.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.