International Assets Investment Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

International Assets Investment 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 Q3	–	Sell	-800	Closed	-$24.2K	–	1916
2024 Q2	$24.2K	Buy	+800	New	+$24K	﹤0.01%	1421

Other funds holding DVOL

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

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

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

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

PFS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

International Assets Investment Management's DVOL Position: Q3 2024 in Review

International Assets Investment Management sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2024, closing a stake of 800 shares — an estimated $24.2K sold.

International Assets Investment Management first reported a position in DVOL in Q2 2024 and held it in 1 quarter. The position peaked at $24.2K in Q2 2024. 22 funds tracked by Wall St. Rank hold DVOL as of Q3 2024.

International Assets Investment Management reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
International Assets Investment Management sold 800 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2024, an estimated $24.2K.
International Assets Investment Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2024 and held it in 1 quarter.
International Assets Investment Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $24.2K in Q2 2024.
22 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.