Braun-Bostich & Associates’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-44,580	Closed	-$1.28M	–	91
2021 Q4	$1.28M	Buy	+44,580	New	+$1.33M	0.31%	46
2021 Q3	–	Sell	-19,884	Closed	-$1.5M	–	68
2021 Q2	$1.5M	Buy	+19,884	New	+$527K	2.74%	12

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PFS

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

Braun-Bostich & Associates's DVOL Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2022, closing a stake of 44,580 shares — an estimated $1.28M sold.

Braun-Bostich & Associates first reported a position in DVOL in Q2 2021 and held it in 2 quarters. The position peaked at $1.5M in Q2 2021. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2022.

Braun-Bostich & Associates reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 44,580 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2022, an estimated $1.28M.
Braun-Bostich & Associates first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2021 and held it in 2 quarters.
Braun-Bostich & Associates's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.5M in Q2 2021.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.