Money Concepts Capital’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-116	Closed	-$3.05K	–	1115
2022 Q4	$3.05K	Buy	+116	New	+$3K	﹤0.01%	2541

Other funds holding DVOL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

PAG

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

PFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

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

Money Concepts Capital's DVOL Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2023, closing a stake of 116 shares — an estimated $3.05K sold.

Money Concepts Capital first reported a position in DVOL in Q4 2022 and held it in 1 quarter. The position peaked at $3.05K in Q4 2022. 33 funds tracked by Wall St. Rank hold DVOL as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 116 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2023, an estimated $3.05K.
Money Concepts Capital first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $3.05K in Q4 2022.
33 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.