Baird Financial Group
DVOL icon

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

Baird Financial Group’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
Q2 		– Sell
-75,875
Closed -$2.62M – 1938
2026
Q1 		$2.62M Buy
75,875
+1,019
+1% +$36.5K ﹤0.01% 953
2025
Q4 		$2.62M Sell
74,856
-261
-0.3% -$9.11K ﹤0.01% 958
2025
Q3 		$2.66M Sell
75,117
-455
-0.6% -$15.8K ﹤0.01% 951
2025
Q2 		$2.65M Buy
75,572
+1,316
+2% +$45.7K ﹤0.01% 924
2025
Q1 		$2.64M Sell
74,256
-549
-0.7% -$19.3K 0.01% 883
2024
Q4 		$2.53M Sell
74,805
-264
-0.4% -$9.16K ﹤0.01% 899
2024
Q3 		$2.49M Buy
+75,069
New +$2.38M ﹤0.01% 902
2022
Q3 		– Sell
-87,248
Closed -$2.19M – 1734
2022
Q2 		$2.19M Sell
87,248
-10,614
-11% -$283K 0.01% 815
2022
Q1 		$2.8M Buy
97,862
+27,064
+38% +$759K 0.01% 780
2021
Q4 		$2.25M Buy
70,798
+1,704
+2% +$50.9K 0.01% 889
2021
Q3 		$1.9M Sell
69,094
-167
-0.2% -$4.78K ﹤0.01% 966
2021
Q2 		$1.88M Buy
69,261
+22,251
+47% +$590K ﹤0.01% 957
2021
Q1 		$1.16M Sell
47,010
-7,788
-14% -$191K ﹤0.01% 1073
2020
Q4 		$1.34M Buy
+54,798
New +$1.29M ﹤0.01% 915

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Baird Financial Group's DVOL Position: Q2 2026 in Review

Baird Financial Group sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2026, closing a stake of 75,875 shares — an estimated $2.62M sold.

Baird Financial Group first reported a position in DVOL in Q4 2020 and held it in 14 quarters. The position peaked at $2.8M in Q1 2022. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Baird Financial Group reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 75,875 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $2.62M.
  • Baird Financial Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2020 and held it in 14 quarters.
  • Baird Financial Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $2.8M in Q1 2022.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.