Measured Wealth Private Client Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Measured Wealth Private Client Group’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	$17.8K	Hold	488	–	–	﹤0.01%	509
2026 Q1	$16.9K	Hold	488	–	–	﹤0.01%	512
2025 Q4	$17.1K	Hold	488	–	–	﹤0.01%	506
2025 Q3	$17.3K	Buy	+488	New	+$17K	﹤0.01%	493

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Measured Wealth Private Client Group's DVOL Position: Q2 2026 in Review

Measured Wealth Private Client Group held its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) position steady in Q2 2026 at 488 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Measured Wealth Private Client Group first reported a position in DVOL in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Measured Wealth Private Client Group held 488 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $17.8K as of Q2 2026.
Measured Wealth Private Client Group left its First Trust Dorsey Wright Momentum & Low Volatility ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #509 holding.
Measured Wealth Private Client Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.