Destiny Wealth Partners’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-1,544	Closed	-$40.6K	–	300
2022 Q4	$40.6K	Hold	1,544	–	–	0.01%	317
2022 Q3	$37K	Hold	1,544	–	–	0.01%	302
2022 Q2	$39K	Hold	1,544	–	–	0.01%	299
2022 Q1	$44K	Hold	1,544	–	–	0.01%	323
2021 Q4	$49K	Hold	1,544	–	–	0.01%	323
2021 Q3	$43K	Buy	+1,544	New	+$44.2K	0.01%	315
2021 Q2	–	Sell	-1,544	Closed	-$38K	–	268
2021 Q1	$38K	Hold	1,544	–	–	0.01%	301
2020 Q4	$38K	Buy	+1,544	New	+$36.3K	0.01%	312

Other funds holding DVOL

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

RJA

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

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

PAG

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

PFS

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Destiny Wealth Partners's DVOL Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2023, closing a stake of 1,544 shares — an estimated $40.6K sold.

Destiny Wealth Partners first reported a position in DVOL in Q4 2020 and held it in 8 quarters. The position peaked at $49K in Q4 2021. 33 funds tracked by Wall St. Rank hold DVOL as of Q1 2023.

Destiny Wealth Partners reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,544 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2023, an estimated $40.6K.
Destiny Wealth Partners first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $49K in Q4 2021.
33 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.