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

Concurrent Investment 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
2026
Q2 		$401K Hold
10,985
– – ﹤0.01% 1533
2026
Q1 		$380K Hold
10,985
– – ﹤0.01% 1354
2025
Q4 		$385K Buy
10,985
+3,434
+45% +$120K ﹤0.01% 1265
2025
Q3 		$268K Sell
7,551
-255
-3% -$8.88K ﹤0.01% 1203
2025
Q2 		$274K Sell
7,806
-349
-4% -$12.1K 0.01% 1108
2025
Q1 		$290K Hold
8,155
– – 0.01% 941
2024
Q4 		$276K Buy
8,155
+349
+4% +$12.1K 0.01% 864
2024
Q3 		$259K Sell
7,806
-67
-0.9% -$2.12K 0.01% 836
2024
Q2 		$238K Buy
+7,873
New +$236K 0.01% 808

Other funds holding DVOL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 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
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Concurrent Investment Advisors's DVOL Position: Q2 2026 in Review

Concurrent Investment Advisors held its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) position steady in Q2 2026 at 10,985 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Concurrent Investment Advisors first reported a position in DVOL in Q2 2024 and has held it in 9 quarters since. 23 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Concurrent Investment Advisors held 10,985 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $401K as of Q2 2026.
  • Concurrent Investment Advisors left its First Trust Dorsey Wright Momentum & Low Volatility ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1533 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2024 and has held it in 9 quarters since.
  • 23 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.