Commonwealth Equity Services’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Commonwealth Equity Services’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	–	Sell	-38,106	Closed	-$1.34M	–	4347
2025 Q4	$1.34M	Sell	38,106 -1,554	-4%	-$54.2K	﹤0.01%	2345
2025 Q3	$1.41M	Buy	39,660 +4,385	+12%	+$153K	﹤0.01%	2310
2025 Q2	$1.24M	Buy	35,275 +1,886	+6%	+$65.5K	﹤0.01%	2387
2025 Q1	$1.19M	Buy	+33,389	New	+$1.17M	﹤0.01%	2328
2024 Q3	–	Sell	-206,860	Closed	-$6.26M	–	4100
2024 Q2	$6.26M	Sell	206,860 -8,392	-4%	-$252K	0.01%	1058
2024 Q1	$6.58M	Sell	215,252 -12,353	-5%	-$355K	0.01%	995
2023 Q4	$6.22M	Sell	227,605 -197,281	-46%	-$5.14M	0.01%	980
2023 Q3	$10.6M	Sell	424,886 -7,146	-2%	-$185K	0.02%	650
2023 Q2	$11.4M	Sell	432,032 -128,011	-23%	-$3.29M	0.02%	623
2023 Q1	$14.3K	Buy	560,043 +2,662	+0.5%	+$68.6K	0.03%	519
2022 Q4	$14.7M	Buy	557,381 +1,296	+0.2%	+$33.6K	0.04%	482
2022 Q3	$13.3M	Buy	556,085 +10,255	+2%	+$267K	0.03%	473
2022 Q2	$13.7M	Buy	545,830 +2,467	+0.5%	+$65.7K	0.04%	453
2022 Q1	$15.6M	Sell	543,363 -2,165	-0.4%	-$60.7K	0.04%	451
2021 Q4	$17.3M	Buy	545,528 +16,159	+3%	+$483K	0.04%	416
2021 Q3	$14.6M	Sell	529,369 -32,369	-6%	-$926K	0.04%	434
2021 Q2	$15.3M	Buy	561,738 +2,062	+0.4%	+$54.6K	0.04%	430
2021 Q1	$13.8M	Sell	559,676 -50,728	-8%	-$1.24M	0.04%	419
2020 Q4	$15M	Sell	610,404 -33,652	-5%	-$791K	0.05%	370
2020 Q3	$14.5M	Buy	+644,056	New	+$14.2M	0.05%	335

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Commonwealth Equity Services's DVOL Position: Q1 2026 in Review

Commonwealth Equity Services sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2026, closing a stake of 38,106 shares — an estimated $1.34M sold.

Commonwealth Equity Services first reported a position in DVOL in Q3 2020 and held it in 20 quarters. The position peaked at $17.3M in Q4 2021. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

Commonwealth Equity Services reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
Commonwealth Equity Services sold 38,106 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $1.34M.
Commonwealth Equity Services first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2020 and held it in 20 quarters.
Commonwealth Equity Services's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $17.3M 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.