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

Arkadios Wealth 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
2021 Q4	–	Sell	-670	Closed	-$18K	–	880
2021 Q3	$18K	Sell	670 -1,021	-60%	-$29.2K	﹤0.01%	1248
2021 Q2	$45K	Buy	1,691 +2	+0.1%	+$53	0.01%	962
2021 Q1	$41K	Hold	1,689	–	–	0.01%	742
2020 Q4	$41K	Buy	1,689 +1,019	+152%	+$24K	0.01%	591
2020 Q3	$15.7K	Hold	670	–	–	0.01%	653
2020 Q2	$14.1K	Hold	670	–	–	0.01%	612
2020 Q1	$12K	Buy	+670	New	+$14.5K	0.01%	595

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

PFS

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

Arkadios Wealth Advisors's DVOL Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2021, closing a stake of 670 shares — an estimated $18K sold.

Arkadios Wealth Advisors first reported a position in DVOL in Q1 2020 and held it in 7 quarters. The position peaked at $45K in Q2 2021. 36 funds tracked by Wall St. Rank hold DVOL as of Q4 2021.

Arkadios Wealth Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 670 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2021, an estimated $18K.
Arkadios Wealth Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2020 and held it in 7 quarters.
Arkadios Wealth Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $45K in Q2 2021.
36 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.