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

Kestra Private Wealth 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
2024 Q1	–	Sell	-14,455	Closed	-$395K	–	1321
2023 Q4	$395K	Buy	+14,455	New	+$377K	0.01%	826
2022 Q2	–	Sell	-11,831	Closed	-$339K	–	935
2022 Q1	$339K	Sell	11,831 -5,073	-30%	-$142K	0.02%	699
2021 Q4	$537K	Buy	+16,904	New	+$505K	0.03%	564

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAG

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFS

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

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

Kestra Private Wealth Services's DVOL Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2024, closing a stake of 14,455 shares — an estimated $395K sold.

Kestra Private Wealth Services first reported a position in DVOL in Q4 2021 and held it in 3 quarters. The position peaked at $537K in Q4 2021. 24 funds tracked by Wall St. Rank hold DVOL as of Q1 2024.

Kestra Private Wealth Services reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 14,455 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2024, an estimated $395K.
Kestra Private Wealth Services first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2021 and held it in 3 quarters.
Kestra Private Wealth Services's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $537K in Q4 2021.
24 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.