ICA Group Wealth Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

ICA Group Wealth Management’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
2024 Q2	–	Sell	-750	Closed	-$22.9K	–	906
2024 Q1	$22.9K	Hold	750	–	–	﹤0.01%	730
2023 Q4	$20.5K	Buy	+750	New	+$19.6K	﹤0.01%	714
2023 Q3	–	Sell	-750	Closed	-$19.8K	–	465
2023 Q2	$19.8K	Hold	750	–	–	0.01%	696
2023 Q1	$19.2K	Hold	750	–	–	﹤0.01%	674
2022 Q4	$19.7K	Buy	+750	New	+$19.4K	﹤0.01%	688

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJA

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

ICA Group Wealth Management's DVOL Position: Q2 2024 in Review

ICA Group Wealth Management sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2024, closing a stake of 750 shares — an estimated $22.9K sold.

ICA Group Wealth Management first reported a position in DVOL in Q4 2022 and held it in 5 quarters. The position peaked at $22.9K in Q1 2024. 27 funds tracked by Wall St. Rank hold DVOL as of Q2 2024.

ICA Group Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 750 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2024, an estimated $22.9K.
ICA Group Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $22.9K in Q1 2024.
27 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.