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

Harbor Investment Advisory’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
2020 Q2	–	Sell	-400	Closed	-$7K	–	1174
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	805
2019 Q4	$9K	Buy	+400	New	+$8.9K	﹤0.01%	647

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

RJA

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Harbor Investment Advisory's DVOL Position: Q2 2020 in Review

Harbor Investment Advisory sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2020, closing a stake of 400 shares — an estimated $7K sold.

Harbor Investment Advisory first reported a position in DVOL in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 32 funds tracked by Wall St. Rank hold DVOL as of Q2 2020.

Harbor Investment Advisory reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2020 after selling out during the quarter.
Harbor Investment Advisory sold 400 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2020, an estimated $7K.
Harbor Investment Advisory first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and held it in 2 quarters.
Harbor Investment Advisory's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $9K in Q4 2019.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2020.

Based on Harbor Investment Advisory's 13F filing for Q2 2020, filed 16 Jul 2020.