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 Q3	$270K	Sell	7,701 -3,284	-30%	-$121K	﹤0.01%	1950
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

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Concurrent Investment Advisors's DVOL Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 30% in Q3 2026, selling an estimated $121K and leaving 7,701 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Concurrent Investment Advisors first reported a position in DVOL in Q2 2024 and has held it in 10 quarters since. The position peaked at $401K in Q2 2026. 23 funds tracked by Wall St. Rank hold DVOL as of Q3 2026.

Concurrent Investment Advisors held 7,701 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $270K as of Q3 2026.
Concurrent Investment Advisors sold 3,284 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2026, an estimated $121K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1950 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 10 quarters since.
Concurrent Investment Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $401K in Q2 2026.
23 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.