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

Plotkin Financial 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
2020 Q1	–	Sell	-10,508	Closed	-$234K	–	57
2019 Q4	$234K	Buy	+10,508	New	+$234K	0.22%	60

Other funds holding DVOL

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HGWM

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

RJA

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Plotkin Financial Advisors's DVOL Position: Q1 2020 in Review

Plotkin Financial Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2020, closing a stake of 10,508 shares — an estimated $234K sold.

Plotkin Financial Advisors first reported a position in DVOL in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 26 funds tracked by Wall St. Rank hold DVOL as of Q1 2020.

Plotkin Financial Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Plotkin Financial Advisors sold 10,508 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2020, an estimated $234K.
Plotkin Financial Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and held it in 1 quarter.
Plotkin Financial Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $234K in Q4 2019.
26 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2020.

Based on Plotkin Financial Advisors's 13F filing for Q1 2020, filed 15 Nov 2024.