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Global Retirement Partners’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Global Retirement Partners’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
2025
Q4 		$243K Buy
6,929
+19
+0.3% +$663 ﹤0.01% 1358
2025
Q3 		$245K Buy
6,910
+11
+0.2% +$383 0.01% 1074
2025
Q2 		$242K Buy
+6,899
New +$240K 0.01% 998
2024
Q4 		$233K Buy
+6,870
New +$238K 0.01% 891

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Global Retirement Partners's DVOL Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 0.27% in Q4 2025, buying an estimated $663 and bringing the position to 6,929 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Global Retirement Partners first reported a position in DVOL in Q4 2024 and has held it in 4 quarters since. The position peaked at $245K in Q3 2025. 40 funds tracked by Wall St. Rank hold DVOL as of Q4 2025.

  • Global Retirement Partners held 6,929 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $243K as of Q4 2025.
  • Global Retirement Partners bought 19 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2025, an estimated $663.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1358 holding.
  • Global Retirement Partners first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $245K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.