BIG
DVOL icon

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

Brookwood Investment 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
2025
Q4 		– Sell
-140,142
Closed -$4.97M – 530
2025
Q3 		$4.97M Buy
140,142
+71,414
+104% +$2.49M 0.64% 31
2025
Q2 		$2.41M Buy
+68,728
New +$2.39M 0.39% 42

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Brookwood Investment Group's DVOL Position: Q4 2025 in Review

Brookwood Investment Group sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2025, closing a stake of 140,142 shares — an estimated $4.97M sold.

Brookwood Investment Group first reported a position in DVOL in Q2 2025 and held it in 2 quarters. The position peaked at $4.97M in Q3 2025. 40 funds tracked by Wall St. Rank hold DVOL as of Q4 2025.

  • Brookwood Investment Group reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 140,142 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2025, an estimated $4.97M.
  • Brookwood Investment Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $4.97M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.