JO
DVOL icon

John Overdeck’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

John Overdeck’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 		$270K Sell
7,388
-5,221
-41% -$189K ﹤0.01% 4598
2026
Q1 		$436K Buy
+12,609
New +$452K ﹤0.01% 3817
2025
Q4 		– Sell
-48,700
Closed -$1.73M – 4143
2025
Q3 		$1.73M Buy
48,700
+26,900
+123% +$937K ﹤0.01% 2224
2025
Q2 		$765K Buy
+21,800
New +$757K ﹤0.01% 2384

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

John Overdeck's DVOL Position: Q2 2026 in Review

John Overdeck reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 41% in Q2 2026, selling an estimated $189K and leaving 7,388 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

John Overdeck first reported a position in DVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q3 2025. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • John Overdeck held 7,388 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $270K as of Q2 2026.
  • John Overdeck sold 5,221 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $189K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4598 holding.
  • John Overdeck first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • John Overdeck's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.73M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.