Colonial River Investments’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Colonial River Investments’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
2021 Q3	–	Sell	-14,229	Closed	-$1.07M	–	97
2021 Q2	$1.07M	Buy	+14,229	New	+$377K	0.77%	37

Other funds holding DVOL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

PFS

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

Colonial River Investments's DVOL Position: Q3 2021 in Review

Colonial River Investments sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2021, closing a stake of 14,229 shares — an estimated $1.07M sold.

Colonial River Investments first reported a position in DVOL in Q2 2021 and held it in 1 quarter. The position peaked at $1.07M in Q2 2021. 37 funds tracked by Wall St. Rank hold DVOL as of Q3 2021.

Colonial River Investments reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2021 after selling out during the quarter.
Colonial River Investments sold 14,229 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2021, an estimated $1.07M.
Colonial River Investments first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2021 and held it in 1 quarter.
Colonial River Investments's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.07M in Q2 2021.
37 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2021.

Based on Colonial River Investments's 13F filing for Q3 2021, filed 25 Oct 2021.