Morgan Stanley’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Morgan Stanley’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 Q1	$1.46M	Sell	42,125 -153,091	-78%	-$5.48M	﹤0.01%	4950
2025 Q4	$6.84M	Sell	195,216 -9,589	-5%	-$335K	﹤0.01%	3943
2025 Q3	$7.26M	Sell	204,805 -116,316	-36%	-$4.05M	﹤0.01%	3837
2025 Q2	$11.3M	Buy	321,121 +83,154	+35%	+$2.89M	﹤0.01%	3321
2025 Q1	$8.46M	Sell	237,967 -3,095	-1%	-$109K	﹤0.01%	3494
2024 Q4	$8.17M	Buy	241,062 +100,961	+72%	+$3.5M	﹤0.01%	3571
2024 Q3	$4.64M	Buy	140,101 +649	+0.5%	+$20.6K	﹤0.01%	4016
2024 Q2	$4.22M	Buy	139,452 +2,630	+2%	+$78.9K	﹤0.01%	4024
2024 Q1	$4.18M	Sell	136,822 -134,566	-50%	-$3.87M	﹤0.01%	4047
2023 Q4	$7.42M	Buy	271,388 +125,842	+86%	+$3.28M	﹤0.01%	4125
2023 Q3	$3.63M	Sell	145,546 -12,239	-8%	-$317K	﹤0.01%	3965
2023 Q2	$4.17M	Sell	157,785 -3,425	-2%	-$88.1K	﹤0.01%	3910
2023 Q1	$4.12M	Sell	161,210 -132,582	-45%	-$3.42M	﹤0.01%	3939
2022 Q4	$7.72M	Sell	293,792 -27,883	-9%	-$722K	﹤0.01%	3324
2022 Q3	$7.71M	Buy	321,675 +35,373	+12%	+$920K	﹤0.01%	3241
2022 Q2	$7.2M	Sell	286,302 -13,967	-5%	-$372K	﹤0.01%	3416
2022 Q1	$8.6M	Sell	300,269 -193,483	-39%	-$5.43M	﹤0.01%	3083
2021 Q4	$15.7M	Sell	493,752 -7,814	-2%	-$233K	﹤0.01%	2423
2021 Q3	$13.8M	Sell	501,566 -53,488	-10%	-$1.53M	﹤0.01%	2528
2021 Q2	$15.1M	Buy	555,054 +80,168	+17%	+$2.12M	﹤0.01%	2499
2021 Q1	$11.7M	Sell	474,886 -13,841	-3%	-$339K	﹤0.01%	2493
2020 Q4	$12M	Buy	488,727 +18,104	+4%	+$426K	﹤0.01%	2317
2020 Q3	$10.6M	Buy	470,623 +274,841	+140%	+$6.05M	﹤0.01%	1980
2020 Q2	$4M	Buy	195,782 +35,449	+22%	+$696K	﹤0.01%	2904
2020 Q1	$2.88M	Buy	160,333 +21,824	+16%	+$473K	﹤0.01%	3011
2019 Q4	$3.08M	Buy	+138,509	New	+$3.08M	﹤0.01%	3681

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

PAG

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

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

PFS

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

Morgan Stanley's DVOL Position: Q1 2026 in Review

Morgan Stanley reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 78% in Q1 2026, selling an estimated $5.48M and leaving 42,125 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #4950.

Morgan Stanley first reported a position in DVOL in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.7M in Q4 2021. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

Morgan Stanley held 42,125 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $1.46M as of Q1 2026.
Morgan Stanley sold 153,091 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $5.48M.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4950 holding.
Morgan Stanley first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and has held it in 26 quarters since.
Morgan Stanley's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $15.7M in Q4 2021.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.