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

Clearwater Capital 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
2019 Q4	–	Sell	-20,005	Closed	-$456K	–	175
2019 Q3	$456K	Buy	+20,005	New	+$445K	0.08%	139

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Clearwater Capital Advisors's DVOL Position: Q4 2019 in Review

Clearwater Capital Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2019, closing a stake of 20,005 shares — an estimated $456K sold.

Clearwater Capital Advisors first reported a position in DVOL in Q3 2019 and held it in 1 quarter. The position peaked at $456K in Q3 2019. 32 funds tracked by Wall St. Rank hold DVOL as of Q4 2019.

Clearwater Capital Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 20,005 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2019, an estimated $456K.
Clearwater Capital Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and held it in 1 quarter.
Clearwater Capital Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $456K in Q3 2019.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2019.

Based on Clearwater Capital Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.