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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$262K Sell
7,470
-186
-2% -$6.87K ﹤0.01% 1467
2026
Q2
$280K Buy
+7,656
New +$278K ﹤0.01% 1376
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

Global Retirement Partners's DVOL Position: Q3 2026 in Review

Global Retirement Partners reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 2.4% in Q3 2026, selling an estimated $6.87K and leaving 7,470 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Global Retirement Partners first reported a position in DVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q2 2026. 26 funds tracked by Wall St. Rank hold DVOL as of Q3 2026.

  • Global Retirement Partners held 7,470 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $262K as of Q3 2026.
  • Global Retirement Partners sold 186 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2026, an estimated $6.87K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #1467 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 6 quarters since.
  • Global Retirement Partners's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $280K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.