IFP Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | 4209 |
|
|
2022
Q2 | $3K | Hold |
137
| – | – | ﹤0.01% | 3976 |
|
|
2022
Q1 | $3K | Buy |
+137
| New | +$3K | ﹤0.01% | 3976 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3635 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3368 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3283 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3191 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3055 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2935 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2932 |
|
|
2019
Q4 | – | Sell |
-67,364
| Closed | -$1.53M | – | 3012 |
|
|
2019
Q3 | $1.53M | Buy |
+67,364
| New | +$1.53M | 0.1% | 222 |
|