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
Q2 		$5.4M Buy
147,776
+1,410
+1% +$51.2K ﹤0.01% 2673
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 $2.47B AUM 24.93% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

Raymond James Financial's DVOL Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 0.96% in Q2 2026, buying an estimated $51.2K and bringing the position to 147,776 shares worth $5.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Raymond James Financial first reported a position in DVOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.22M in Q3 2025. 39 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Raymond James Financial held 147,776 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $5.4M as of Q2 2026.
  • Raymond James Financial bought 1,410 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $51.2K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2673 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 7 quarters since.
  • Raymond James Financial's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $7.22M in Q3 2025.
  • 39 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.