Farther Finance Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Farther Finance 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 Q2	$505K	Sell	13,821 -379	-3%	-$13.8K	﹤0.01%	1555
2026 Q1	$496K	Sell	14,200 -59,294	-81%	-$2.12M	﹤0.01%	1400
2025 Q4	$2.57M	Sell	73,494 -3,074	-4%	-$107K	0.03%	499
2025 Q3	$2.71M	Sell	76,568 -480	-0.6%	-$16.7K	0.04%	350
2025 Q2	$2.7M	Buy	77,048 +2,048	+3%	+$71.1K	0.05%	291
2025 Q1	$2.67M	Buy	75,000 +73,975	+7,217%	+$2.6M	0.07%	248
2024 Q4	$34.7K	Buy	+1,025	New	+$35.6K	﹤0.01%	1830

Other funds holding DVOL

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's DVOL Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 2.7% in Q2 2026, selling an estimated $13.8K and leaving 13,821 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Farther Finance Advisors first reported a position in DVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.71M in Q3 2025. 4 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Farther Finance Advisors held 13,821 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $505K as of Q2 2026.
Farther Finance Advisors sold 379 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $13.8K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1555 holding.
Farther Finance Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Farther Finance Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $2.71M in Q3 2025.
4 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.