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

MML Investors 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
2023
Q3 		– Sell
-14,053
Closed -$371K – 2314
2023
Q2 		$371K Sell
14,053
-857
-6% -$22K ﹤0.01% 1814
2023
Q1 		$381K Buy
14,910
+1,382
+10% +$35.6K ﹤0.01% 1545
2022
Q4 		$356K Sell
13,528
-815
-6% -$21.1K ﹤0.01% 1667
2022
Q3 		$344K Sell
14,343
-5,102
-26% -$133K ﹤0.01% 1609
2022
Q2 		$489K Buy
19,445
+304
+2% +$8.1K ﹤0.01% 1416
2022
Q1 		$548K Buy
19,141
+1,040
+6% +$29.2K ﹤0.01% 1411
2021
Q4 		$575K Sell
18,101
-902
-5% -$27K ﹤0.01% 1326
2021
Q3 		$523K Buy
19,003
+416
+2% +$11.9K ﹤0.01% 1322
2021
Q2 		$505K Buy
18,587
+875
+5% +$23.2K ﹤0.01% 1324
2021
Q1 		$438K Sell
17,712
-18,392
-51% -$450K ﹤0.01% 1326
2020
Q4 		$886K Sell
36,104
-12,115
-25% -$285K 0.01% 891
2020
Q3 		$1.08M Sell
48,219
-618,543
-93% -$13.6M 0.01% 739
2020
Q2 		$13.6M Sell
666,762
-7,627
-1% -$150K 0.18% 132
2020
Q1 		$12.1M Sell
674,389
-10,050
-1% -$218K 0.21% 118
2019
Q4 		$15.2M Buy
684,439
+6,360
+0.9% +$142K 0.22% 117
2019
Q3 		$15.5M Sell
678,079
-21,405
-3% -$476K 0.25% 98
2019
Q2 		$15M Buy
699,484
+35,897
+5% +$753K 0.22% 119
2019
Q1 		$13.6M Buy
663,587
+64,697
+11% +$1.26M 0.21% 119
2018
Q4 		$10.8M Buy
598,890
+153,622
+35% +$2.93M 0.19% 128
2018
Q3 		$8.89M Buy
+445,268
New +$8.93M 0.15% 158

Other funds holding DVOL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MML Investors Services's DVOL Position: Q3 2023 in Review

MML Investors Services sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2023, closing a stake of 14,053 shares — an estimated $371K sold.

MML Investors Services first reported a position in DVOL in Q3 2018 and held it in 20 quarters. The position peaked at $15.5M in Q3 2019. 25 funds tracked by Wall St. Rank hold DVOL as of Q3 2023.

  • MML Investors Services reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2023 after selling out during the quarter.
  • MML Investors Services sold 14,053 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2023, an estimated $371K.
  • MML Investors Services first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2018 and held it in 20 quarters.
  • MML Investors Services's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $15.5M in Q3 2019.
  • 25 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2023.

Based on MML Investors Services's 13F filing for Q3 2023, filed 14 Nov 2023.