Envestnet Asset Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Envestnet Asset Management’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	$275K	Buy	7,534 +401	+6%	+$14.6K	﹤0.01%	4478
2026 Q1	$247K	Buy	7,133 +879	+14%	+$31.5K	﹤0.01%	4402
2025 Q4	$219K	Buy	6,254 +591	+10%	+$20.6K	﹤0.01%	4220
2025 Q3	$201K	Buy	+5,663	New	+$197K	﹤0.01%	4321
2022 Q3	–	Sell	-26,740	Closed	-$672K	–	3935
2022 Q2	$672K	Buy	26,740 +92	+0.3%	+$2.45K	﹤0.01%	2884
2022 Q1	$763K	Sell	26,648 -2,972	-10%	-$83.4K	﹤0.01%	2858
2021 Q4	$941K	Buy	29,620 +15,673	+112%	+$468K	﹤0.01%	2673
2021 Q3	$384K	Buy	+13,947	New	+$399K	﹤0.01%	3136

Other funds holding DVOL

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

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

PSFG

Park Square Financial Group Roswell, Georgia $11.1M AUM 15.3% 1-Year Est. Return

Envestnet Asset Management's DVOL Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 5.6% in Q2 2026, buying an estimated $14.6K and bringing the position to 7,534 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #4478.

Envestnet Asset Management first reported a position in DVOL in Q3 2021 and has held it in 8 quarters since. The position peaked at $941K in Q4 2021. 18 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Envestnet Asset Management held 7,534 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $275K as of Q2 2026.
Envestnet Asset Management bought 401 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $14.6K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4478 holding.
Envestnet Asset Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2021 and has held it in 8 quarters since.
Envestnet Asset Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $941K in Q4 2021.
18 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.