Raymond James Financial
DVOL icon

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

Raymond James Financial’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
Q1 		$5.06M Sell
146,366
-5,348
-4% -$192K ﹤0.01% 2585
2025
Q4 		$5.32M Sell
151,714
-52,027
-26% -$1.82M ﹤0.01% 2464
2025
Q3 		$7.22M Buy
203,741
+22,519
+12% +$784K ﹤0.01% 2185
2025
Q2 		$6.36M Buy
181,222
+27,245
+18% +$946K ﹤0.01% 2206
2025
Q1 		$5.47M Buy
153,977
+6,085
+4% +$214K ﹤0.01% 2266
2024
Q4 		$5.01M Buy
+147,892
New +$5.13M ﹤0.01% 2332

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Raymond James Financial's DVOL Position: Q1 2026 in Review

Raymond James Financial reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 3.5% in Q1 2026, selling an estimated $192K and leaving 146,366 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Raymond James Financial first reported a position in DVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.22M in Q3 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Raymond James Financial held 146,366 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $5.06M as of Q1 2026.
  • Raymond James Financial sold 5,348 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $192K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2585 holding.
  • Raymond James Financial first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $7.22M in Q3 2025.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.