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

FinTrust Capital 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
2023 Q3	–	Sell	-1,670	Closed	-$43.9K	–	1260
2023 Q2	$43.9K	Hold	1,670	–	–	0.01%	466
2023 Q1	$43.9K	Hold	1,670	–	–	0.01%	464
2022 Q4	$43.9K	Hold	1,670	–	–	0.01%	465
2022 Q3	$41K	Hold	1,670	–	–	0.01%	547
2022 Q2	$43K	Buy	+1,670	New	+$44.5K	0.01%	561

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FinTrust Capital Advisors's DVOL Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2023, closing a stake of 1,670 shares — an estimated $43.9K sold.

FinTrust Capital Advisors first reported a position in DVOL in Q2 2022 and held it in 5 quarters. The position peaked at $43.9K in Q2 2023. 25 funds tracked by Wall St. Rank hold DVOL as of Q3 2023.

FinTrust Capital Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 1,670 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2023, an estimated $43.9K.
FinTrust Capital Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2022 and held it in 5 quarters.
FinTrust Capital Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $43.9K in Q2 2023.
25 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.