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

Phoenix Wealth 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
2021 Q1	–	Sell	-530	Closed	-$13K	–	360
2020 Q4	$13K	Buy	+530	New	+$12.5K	0.01%	286

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Wealth Advisors's DVOL Position: Q1 2021 in Review

Phoenix Wealth Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2021, closing a stake of 530 shares — an estimated $13K sold.

Phoenix Wealth Advisors first reported a position in DVOL in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 32 funds tracked by Wall St. Rank hold DVOL as of Q1 2021.

Phoenix Wealth Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 530 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2021, an estimated $13K.
Phoenix Wealth Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2020 and held it in 1 quarter.
Phoenix Wealth Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $13K in Q4 2020.
32 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.