EWM
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EPG Wealth Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

EPG Wealth 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
2020
Q2 		– Sell
-3,449
Closed -$62K – 296
2020
Q1 		$62K Buy
+3,449
New +$74.8K 0.05% 241

Other funds holding DVOL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EPG Wealth Management's DVOL Position: Q2 2020 in Review

EPG Wealth Management sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2020, closing a stake of 3,449 shares — an estimated $62K sold.

EPG Wealth Management first reported a position in DVOL in Q1 2020 and held it in 1 quarter. The position peaked at $62K in Q1 2020. 32 funds tracked by Wall St. Rank hold DVOL as of Q2 2020.

  • EPG Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 3,449 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2020, an estimated $62K.
  • EPG Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $62K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.