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Private Advisor Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-480
Closed -$10K – 2037
2020
Q2 		$10K Buy
+480
New +$9.42K ﹤0.01% 2922

Other funds holding DVOL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Private Advisor Group's DVOL Position: Q3 2020 in Review

Private Advisor Group sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q3 2020, closing a stake of 480 shares — an estimated $10K sold.

Private Advisor Group first reported a position in DVOL in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 35 funds tracked by Wall St. Rank hold DVOL as of Q3 2020.

  • Private Advisor Group reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 480 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2020, an estimated $10K.
  • Private Advisor Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $10K in Q2 2020.
  • 35 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.