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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
Q2 		– Sell
-8,013
Closed -$277K – 1171
2026
Q1 		$277K Buy
+8,013
New +$287K ﹤0.01% 1356

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Independent Advisor Alliance's DVOL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2026, closing a stake of 8,013 shares — an estimated $277K sold.

Independent Advisor Alliance first reported a position in DVOL in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,013 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $277K.
  • Independent Advisor Alliance first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $277K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.