Migdal Insurance & Financial Holdings’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Migdal Insurance & Financial Holdings’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 Q4	–	Sell	-685	Closed	-$19K	–	705
2021 Q3	$19K	Hold	685	–	–	﹤0.01%	554
2021 Q2	$19K	Hold	685	–	–	﹤0.01%	518
2021 Q1	$17K	Hold	685	–	–	﹤0.01%	614
2020 Q4	$17K	Sell	685 -1,060	-61%	-$24.9K	﹤0.01%	604
2020 Q3	$39K	Sell	1,745 -131,638	-99%	-$2.9M	﹤0.01%	583
2020 Q2	$2.73M	Buy	133,383 +12,630	+10%	+$248K	0.04%	160
2020 Q1	$2.17M	Buy	120,753 +868	+0.7%	+$18.8K	0.05%	118
2019 Q4	$2.67M	Buy	119,885 +4,555	+4%	+$101K	0.05%	123
2019 Q3	$2.63M	Buy	+115,330	New	+$2.57M	0.05%	128

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PFS

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

Migdal Insurance & Financial Holdings's DVOL Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2021, closing a stake of 685 shares — an estimated $19K sold.

Migdal Insurance & Financial Holdings first reported a position in DVOL in Q3 2019 and held it in 9 quarters. The position peaked at $2.73M in Q2 2020. 36 funds tracked by Wall St. Rank hold DVOL as of Q4 2021.

Migdal Insurance & Financial Holdings reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2021 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 685 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2021, an estimated $19K.
Migdal Insurance & Financial Holdings first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $2.73M in Q2 2020.
36 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.