FFA
BDVL

Founders Financial Alliance’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

Founders Financial Alliance’s Portfolio BDVL Stock Details BDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-654
Closed -$16.4K – 741
2025
Q3 		$16.4K Buy
+654
New +$16.3K ﹤0.01% 572

Other funds holding BDVL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Founders Financial Alliance's BDVL Position: Q4 2025 in Review

Founders Financial Alliance sold out of iShares Disciplined Volatility Equity Active ETF (BDVL) in Q4 2025, closing a stake of 654 shares — an estimated $16.4K sold.

Founders Financial Alliance first reported a position in BDVL in Q3 2025 and held it in 1 quarter. The position peaked at $16.4K in Q3 2025. 80 funds tracked by Wall St. Rank hold BDVL as of Q4 2025.

  • Founders Financial Alliance reported no remaining iShares Disciplined Volatility Equity Active ETF position as of Q4 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 654 iShares Disciplined Volatility Equity Active ETF shares in Q4 2025, an estimated $16.4K.
  • Founders Financial Alliance first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and held it in 1 quarter.
  • Founders Financial Alliance's iShares Disciplined Volatility Equity Active ETF position peaked at $16.4K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q4 2025.

Based on Founders Financial Alliance's 13F filing for Q4 2025, filed 12 Feb 2026.