Kestra Advisory Services’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Kestra Advisory Services’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
2022 Q3	–	Sell	-8,382	Closed	-$211K	–	2136
2022 Q2	$211K	Buy	+8,382	New	+$223K	﹤0.01%	1867

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

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

PFS

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Kestra Advisory Services's DVOL Position: Q3 2022 in Review

Kestra Advisory Services sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2022, closing a stake of 8,382 shares — an estimated $211K sold.

Kestra Advisory Services first reported a position in DVOL in Q2 2022 and held it in 1 quarter. The position peaked at $211K in Q2 2022. 32 funds tracked by Wall St. Rank hold DVOL as of Q3 2022.

Kestra Advisory Services reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2022 after selling out during the quarter.
Kestra Advisory Services sold 8,382 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2022, an estimated $211K.
Kestra Advisory Services first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2022 and held it in 1 quarter.
Kestra Advisory Services's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $211K in Q2 2022.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2022.

Based on Kestra Advisory Services's 13F filing for Q3 2022, filed 1 Nov 2022.