IAA
DVOL icon

Independent Advisor Alliance’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Independent Advisor Alliance’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
Q1 		$277K Buy
+8,013
New +$287K ﹤0.01% 1356

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Independent Advisor Alliance's DVOL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2026: 8,013 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings.

38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Independent Advisor Alliance held 8,013 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $277K as of Q1 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1356 holding.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.