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Capital Analysts LLC’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-24
Closed -$1K – 1098
2022
Q2 		$1K Buy
+24
New +$639 ﹤0.01% 964

Other funds holding DVOL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Capital Analysts LLC's DVOL Position: Q3 2022 in Review

Capital Analysts LLC sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2022, closing a stake of 24 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in DVOL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 32 funds tracked by Wall St. Rank hold DVOL as of Q3 2022.

  • Capital Analysts LLC reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Analysts LLC sold 24 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2022, an estimated $1K.
  • Capital Analysts LLC first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2022 and held it in 1 quarter.
  • Capital Analysts LLC's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2022.

Based on Capital Analysts LLC's 13F filing for Q3 2022, filed 14 Nov 2022.