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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
Q2 		$336K Buy
9,196
+472
+5% +$17.1K 3.03% 12
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 $2.47B AUM 24.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Park Square Financial Group's DVOL Position: Q2 2026 in Review

Park Square Financial Group increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 5.4% in Q2 2026, buying an estimated $17.1K and bringing the position to 9,196 shares worth $336K. The position accounts for 3.03% of the portfolio, ranked #12.

Park Square Financial Group first reported a position in DVOL in Q3 2025 and has held it in 3 quarters since. The position peaked at $469K in Q3 2025. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Park Square Financial Group held 9,196 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $336K as of Q2 2026.
  • Park Square Financial Group bought 472 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $17.1K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up 3.03% of Park Square Financial Group's portfolio in Q2 2026, its #12 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 3 quarters since.
  • Park Square Financial Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $469K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.