Cambridge Investment Research Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Cambridge Investment Research 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
2026 Q2	$634K	Sell	17,345 -7	-0%	-$254	﹤0.01%	2735
2026 Q1	$600K	Sell	17,352 -100	-0.6%	-$3.58K	﹤0.01%	2639
2025 Q4	$611K	Buy	17,452 +1,635	+10%	+$57.1K	﹤0.01%	2530
2025 Q3	$561K	Buy	15,817 +9,484	+150%	+$330K	﹤0.01%	2562
2025 Q2	$222K	Buy	6,333 +486	+8%	+$16.9K	﹤0.01%	3256
2025 Q1	$208K	Buy	+5,847	New	+$205K	﹤0.01%	3177
2022 Q2	–	Sell	-37,816	Closed	-$1.08M	–	3094
2022 Q1	$1.08M	Sell	37,816 -11,042	-23%	-$310K	0.01%	1523
2021 Q4	$1.55M	Sell	48,858 -4,549	-9%	-$136K	0.01%	1293
2021 Q3	$1.47M	Sell	53,407 -475	-0.9%	-$13.6K	0.01%	1263
2021 Q2	$1.47M	Buy	53,882 +8,223	+18%	+$218K	0.01%	1287
2021 Q1	$1.13M	Buy	45,659 +21,081	+86%	+$516K	0.01%	1348
2020 Q4	$603K	Buy	24,578 +9,434	+62%	+$222K	﹤0.01%	1648
2020 Q3	$341K	Sell	15,144 -13,085	-46%	-$288K	﹤0.01%	1851
2020 Q2	$577K	Buy	+28,229	New	+$554K	﹤0.01%	1477
2020 Q1	–	Sell	-50,446	Closed	-$1.12M	–	2314
2019 Q4	$1.12M	Buy	50,446 +16,630	+49%	+$370K	0.01%	1081
2019 Q3	$772K	Buy	+33,816	New	+$753K	0.01%	1229

Other funds holding DVOL

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

PFS

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

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

HHCP

Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM

Cambridge Investment Research Advisors's DVOL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 0.04% in Q2 2026, selling an estimated $254 and leaving 17,345 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Cambridge Investment Research Advisors first reported a position in DVOL in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.55M in Q4 2021. 12 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Cambridge Investment Research Advisors held 17,345 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $634K as of Q2 2026.
Cambridge Investment Research Advisors sold 7 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $254.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2735 holding.
Cambridge Investment Research Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and has held it in 16 quarters since.
Cambridge Investment Research Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.55M in Q4 2021.
12 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.