Fidelity Investments’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Fidelity Investments’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	$15.3K	Sell	442 -235	-35%	-$8.42K	﹤0.01%	4621
2025 Q4	$23.7K	Buy	677 +605	+840%	+$21.1K	﹤0.01%	4403
2025 Q3	$2.55K	Hold	72	–	–	﹤0.01%	4904
2025 Q2	$2.53K	Hold	72	–	–	﹤0.01%	4825
2025 Q1	$2.56K	Hold	72	–	–	﹤0.01%	4847
2024 Q4	$2.44K	Hold	72	–	–	﹤0.01%	4794
2024 Q3	$2.39K	Hold	72	–	–	﹤0.01%	4775
2024 Q2	$2.18K	Hold	72	–	–	﹤0.01%	4709
2024 Q1	$2.2K	Hold	72	–	–	﹤0.01%	4683
2023 Q4	$1.97K	Hold	72	–	–	﹤0.01%	4648
2023 Q3	$1.8K	Hold	72	–	–	﹤0.01%	4561
2023 Q2	$1.9K	Hold	72	–	–	﹤0.01%	4602
2023 Q1	$1.84K	Sell	72 -17	-19%	-$438	﹤0.01%	4644
2022 Q4	$2.34K	Sell	89 -66	-43%	-$1.71K	﹤0.01%	4469
2022 Q3	$4K	Sell	155 -14	-8%	-$364	﹤0.01%	4372
2022 Q2	$4K	Buy	169 +14	+9%	+$373	﹤0.01%	4367
2022 Q1	$4K	Hold	155	–	–	﹤0.01%	4481
2021 Q4	$5K	Hold	155	–	–	﹤0.01%	3797
2021 Q3	$4K	Hold	155	–	–	﹤0.01%	3838
2021 Q2	$4K	Hold	155	–	–	﹤0.01%	3764
2021 Q1	$4K	Hold	155	–	–	﹤0.01%	3582
2020 Q4	$4K	Hold	155	–	–	﹤0.01%	3470
2020 Q3	$3K	Buy	155 +37	+31%	+$815	﹤0.01%	3392
2020 Q2	$2K	Buy	+118	New	+$2.32K	﹤0.01%	3362

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

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

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

Fidelity Investments's DVOL Position: Q1 2026 in Review

Fidelity Investments reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 35% in Q1 2026, selling an estimated $8.42K and leaving 442 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4621.

Fidelity Investments first reported a position in DVOL in Q2 2020 and has held it in 24 quarters since. The position peaked at $23.7K in Q4 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

Fidelity Investments held 442 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $15.3K as of Q1 2026.
Fidelity Investments sold 235 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $8.42K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4621 holding.
Fidelity Investments first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2020 and has held it in 24 quarters since.
Fidelity Investments's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $23.7K in Q4 2025.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.