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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
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

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Global Retirement Partners's DVOL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2026: 7,656 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DVOL as recently as Q4 2025.

Global Retirement Partners first reported a position in DVOL in Q4 2024 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Global Retirement Partners held 7,656 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $280K as of Q2 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1376 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 5 quarters since.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.