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Mutual Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Mutual Advisors’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 		$227K Hold
6,563
– – ﹤0.01% 1232
2025
Q4 		$230K Hold
6,563
– – ﹤0.01% 1195
2025
Q3 		$229K Hold
6,563
– – 0.01% 1169
2025
Q2 		$228K Buy
+6,563
New +$228K 0.01% 1083

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 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

Mutual Advisors's DVOL Position: Q1 2026 in Review

Mutual Advisors held its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) position steady in Q1 2026 at 6,563 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Mutual Advisors first reported a position in DVOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q4 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Mutual Advisors held 6,563 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $227K as of Q1 2026.
  • Mutual Advisors left its First Trust Dorsey Wright Momentum & Low Volatility ETF share count unchanged in Q1 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1232 holding.
  • Mutual Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • Mutual Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $230K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.