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

NewEdge 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
2023
Q1 		– Sell
-2,935
Closed -$77.2K – 3600
2022
Q4 		$77.2K Buy
+2,935
New +$76K ﹤0.01% 1545

Other funds holding DVOL

Carson Wealth (CWM LLC)
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
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
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
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

NewEdge Advisors's DVOL Position: Q1 2023 in Review

NewEdge Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2023, closing a stake of 2,935 shares — an estimated $77.2K sold.

NewEdge Advisors first reported a position in DVOL in Q4 2022 and held it in 1 quarter. The position peaked at $77.2K in Q4 2022. 33 funds tracked by Wall St. Rank hold DVOL as of Q1 2023.

  • NewEdge Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,935 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2023, an estimated $77.2K.
  • NewEdge Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $77.2K 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 NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.