Fortitude Advisory Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-551	Closed	-$16K	–	492
2022 Q1	$16K	Buy	+551	New	+$15.5K	0.01%	895

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortitude Advisory Group's DVOL Position: Q2 2022 in Review

Fortitude Advisory Group sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2022, closing a stake of 551 shares — an estimated $16K sold.

Fortitude Advisory Group first reported a position in DVOL in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2022.

Fortitude Advisory Group reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 551 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2022, an estimated $16K.
Fortitude Advisory Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2022 and held it in 1 quarter.
Fortitude Advisory Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $16K in Q1 2022.
39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.