Park Square Financial Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Park Square Financial Group’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	$302K	Buy	+8,724	New	+$312K	2.29%	15
2025 Q4	–	Sell	-13,224	Closed	-$469K	–	260
2025 Q3	$469K	Buy	+13,224	New	+$460K	2.02%	16

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Park Square Financial Group's DVOL Position: Q1 2026 in Review

Park Square Financial Group opened a new position in First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2026: 8,724 shares worth $302K. The stake represents 2.29% of the portfolio and ranks #15 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in DVOL as recently as Q3 2025.

Park Square Financial Group first reported a position in DVOL in Q3 2025 and has held it in 2 quarters since. The position peaked at $469K in Q3 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

Park Square Financial Group held 8,724 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $302K as of Q1 2026.
First Trust Dorsey Wright Momentum & Low Volatility ETF was a new Park Square Financial Group position in Q1 2026.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up 2.29% of Park Square Financial Group's portfolio in Q1 2026, its #15 holding.
Park Square Financial Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2025 and has held it in 2 quarters since.
Park Square Financial Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $469K in Q3 2025.
38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.