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

Prospera Financial Services’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 		$1.05M Sell
28,660
-123
-0.4% -$4.46K 0.02% 744
2026
Q1 		$995K Buy
28,783
+2,305
+9% +$82.5K 0.02% 710
2025
Q4 		$928K Buy
26,478
+753
+3% +$26.3K 0.02% 696
2025
Q3 		$912K Sell
25,725
-495
-2% -$17.2K 0.02% 705
2025
Q2 		$921K Buy
26,220
+2,657
+11% +$92.3K 0.02% 679
2025
Q1 		$838K Buy
23,563
+2,564
+12% +$90K 0.02% 606
2024
Q4 		$712K Buy
20,999
+1,666
+9% +$57.8K 0.02% 638
2024
Q3 		$641K Sell
19,333
-1,910
-9% -$60.5K 0.02% 634
2024
Q2 		$643K Sell
21,243
-296
-1% -$8.88K 0.02% 621
2024
Q1 		$658K Sell
21,539
-861
-4% -$24.7K 0.02% 613
2023
Q4 		$612K Sell
22,400
-13,232
-37% -$345K 0.02% 595
2023
Q3 		$889K Sell
35,632
-26,065
-42% -$676K 0.03% 443
2023
Q2 		$1.63M Sell
61,697
-4,713
-7% -$121K 0.06% 301
2023
Q1 		$1.7M Sell
66,410
-641
-1% -$16.5K 0.07% 294
2022
Q4 		$1.76M Buy
67,051
+5,028
+8% +$130K 0.09% 249
2022
Q3 		$1.49M Sell
62,023
-997
-2% -$25.9K 0.08% 284
2022
Q2 		$1.58M Sell
63,020
-3,469
-5% -$92.4K 0.08% 280
2022
Q1 		$1.91M Buy
66,489
+6,501
+11% +$182K 0.08% 281
2021
Q4 		$1.91M Buy
59,988
+144
+0.2% +$4.3K 0.08% 274
2021
Q3 		$1.65M Sell
59,844
-5,408
-8% -$155K 0.08% 280
2021
Q2 		$1.77M Sell
65,252
-4,570
-7% -$121K 0.09% 267
2021
Q1 		$1.73M Buy
69,822
+15,636
+29% +$383K 0.1% 236
2020
Q4 		$1.33M Buy
54,186
+32,702
+152% +$769K 0.09% 242
2020
Q3 		$483K Buy
+21,484
New +$473K 0.18% 102

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prospera Financial Services's DVOL Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 0.43% in Q2 2026, selling an estimated $4.46K and leaving 28,660 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #744.

Prospera Financial Services first reported a position in DVOL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q4 2021. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Prospera Financial Services held 28,660 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $1.05M as of Q2 2026.
  • Prospera Financial Services sold 123 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $4.46K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #744 holding.
  • Prospera Financial Services first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.91M in Q4 2021.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.