Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$1.7M Sell
49,186
-68,274
-58% -$2.44M ﹤0.01% 1271
2025
Q4 		$4.12M Sell
117,460
-11,129
-9% -$388K 0.01% 857
2025
Q3 		$4.56M Buy
128,589
+5,550
+5% +$193K 0.01% 755
2025
Q2 		$4.32M Sell
123,039
-60,966
-33% -$2.12M 0.02% 637
2025
Q1 		$6.54M Sell
184,005
-11,078
-6% -$389K 0.03% 450
2024
Q4 		$6.61M Sell
195,083
-16,833
-8% -$584K 0.03% 414
2024
Q3 		$7.03M Sell
211,916
-45,001
-18% -$1.43M 0.03% 374
2024
Q2 		$7.78M Sell
256,917
-32,377
-11% -$972K 0.04% 333
2024
Q1 		$8.84M Sell
289,294
-133,336
-32% -$3.83M 0.04% 310
2023
Q4 		$11.6M Sell
422,630
-152,682
-27% -$3.98M 0.06% 253
2023
Q3 		$14.4M Buy
575,312
+191,291
+50% +$4.96M 0.09% 191
2023
Q2 		$10.1M Buy
384,021
+137,666
+56% +$3.54M 0.06% 230
2023
Q1 		$6.29M Sell
246,355
-2,366
-1% -$61K 0.04% 282
2022
Q4 		$6.54M Sell
248,721
-569,873
-70% -$14.8M 0.05% 262
2022
Q3 		$19.6M Buy
818,594
+136,473
+20% +$3.55M 0.16% 127
2022
Q2 		$17.1M Sell
682,121
-234,639
-26% -$6.25M 0.13% 147
2022
Q1 		$26.3M Sell
916,760
-103,116
-10% -$2.89M 0.19% 108
2021
Q4 		$32.4M Buy
+1,019,876
New +$30.5M 0.23% 81
2021
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2021
Q1 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q4 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q3 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2020
Q1 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q4 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q3 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q2 		$27.1M Hold
996,564
– – 0.22% 96
2019
Q1 		$27.1M Buy
+996,564
New +$19.5M 0.22% 96

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 $324B AUM 22.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 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

Carson Wealth (CWM LLC)'s DVOL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 58% in Q1 2026, selling an estimated $2.44M and leaving 49,186 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Carson Wealth (CWM LLC) first reported a position in DVOL in Q1 2019 and has held it in 28 quarters since. The position peaked at $32.4M in Q4 2021. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 49,186 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $1.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 68,274 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $2.44M.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1271 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $32.4M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.