Psagot Value Holdings’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Psagot Value Holdings’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	-125	Closed	-$3K	–	403
2019 Q4	$3K	Buy	+125	New	+$2.78K	﹤0.01%	423

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

Psagot Value Holdings's DVOL Position: Q1 2020 in Review

Psagot Value Holdings sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2020, closing a stake of 125 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in DVOL in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 26 funds tracked by Wall St. Rank hold DVOL as of Q1 2020.

Psagot Value Holdings reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2020 after selling out during the quarter.
Psagot Value Holdings sold 125 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2020, an estimated $3K.
Psagot Value Holdings first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and held it in 1 quarter.
Psagot Value Holdings's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $3K 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 Psagot Value Holdings's 13F filing for Q1 2020, filed 12 May 2020.