IFP Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-137	Closed	-$3K	–	3645
2022 Q4	$3K	Hold	137	–	–	﹤0.01%	3994
2022 Q3	$3K	Hold	137	–	–	﹤0.01%	4208
2022 Q2	$3K	Hold	137	–	–	﹤0.01%	3975
2022 Q1	$3K	Buy	+137	New	+$3.84K	﹤0.01%	3975
2019 Q4	–	Sell	-67,364	Closed	-$1.5M	–	2898
2019 Q3	$1.53M	Buy	+67,364	New	+$1.5M	0.1%	222

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

PAG

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

PFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

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

IFP Advisors's DVOL Position: Q1 2023 in Review

IFP Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2023, closing a stake of 137 shares — an estimated $3K sold.

IFP Advisors first reported a position in DVOL in Q3 2019 and held it in 5 quarters. The position peaked at $1.53M in Q3 2019. 33 funds tracked by Wall St. Rank hold DVOL as of Q1 2023.

IFP Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 137 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2023, an estimated $3K.
IFP Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and held it in 5 quarters.
IFP Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.53M in Q3 2019.
33 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.