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Csenge Advisory Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Csenge Advisory Group’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 		$23.5M Buy
680,567
+113,506
+20% +$4.06M 1.08% 16
2025
Q4 		$19.9M Buy
567,061
+23,861
+4% +$833K 0.9% 19
2025
Q3 		$19.3M Buy
+543,200
New +$18.9M 0.92% 20

Other funds holding DVOL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Csenge Advisory Group's DVOL Position: Q1 2026 in Review

Csenge Advisory Group increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 20% in Q1 2026, buying an estimated $4.06M and bringing the position to 680,567 shares worth $23.5M. The position accounts for 1.08% of the portfolio, ranked #16.

Csenge Advisory Group first reported a position in DVOL in Q3 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Csenge Advisory Group held 680,567 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $23.5M as of Q1 2026.
  • Csenge Advisory Group bought 113,506 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $4.06M.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up 1.08% of Csenge Advisory Group's portfolio in Q1 2026, its #16 holding.
  • Csenge Advisory Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.