Kingsview Wealth Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Kingsview Wealth 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
2021 Q1	–	Sell	-28,530	Closed	-$700K	–	879
2020 Q4	$700K	Buy	+28,530	New	+$671K	0.05%	360
2020 Q3	–	Sell	-14,261	Closed	-$291K	–	658
2020 Q2	$291K	Buy	+14,261	New	+$280K	0.03%	447

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

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

RJA

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

HGWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFS

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

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

Kingsview Wealth Management's DVOL Position: Q1 2021 in Review

Kingsview Wealth Management sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2021, closing a stake of 28,530 shares — an estimated $700K sold.

Kingsview Wealth Management first reported a position in DVOL in Q2 2020 and held it in 2 quarters. The position peaked at $700K in Q4 2020. 32 funds tracked by Wall St. Rank hold DVOL as of Q1 2021.

Kingsview Wealth Management reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Kingsview Wealth Management sold 28,530 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2021, an estimated $700K.
Kingsview Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2020 and held it in 2 quarters.
Kingsview Wealth Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $700K in Q4 2020.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.