Sigma Planning Corp’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Sigma Planning Corp’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	$584K	Buy	15,989 +907	+6%	+$32.9K	0.01%	843
2026 Q1	$521K	Sell	15,082 -120	-0.8%	-$4.3K	0.01%	811
2025 Q4	$533K	Buy	15,202 +72	+0.5%	+$2.51K	0.01%	774
2025 Q3	$536K	Buy	15,130 +1,450	+11%	+$50.5K	0.02%	787
2025 Q2	$480K	Buy	13,680 +4,875	+55%	+$169K	0.01%	793
2025 Q1	$313K	Buy	8,805 +992	+13%	+$34.8K	0.01%	931
2024 Q4	$265K	Sell	7,813 -140	-2%	-$4.86K	0.01%	981
2024 Q3	$264K	Hold	7,953	–	–	0.01%	1008
2024 Q2	$241K	Sell	7,953 -22	-0.3%	-$660	0.01%	1012
2024 Q1	$244K	Buy	+7,975	New	+$229K	0.01%	1048
2023 Q4	–	Sell	-8,397	Closed	-$210K	–	931
2023 Q3	$210K	Sell	8,397 -1,082	-11%	-$28K	0.01%	1070
2023 Q2	$250K	Sell	9,479 -1,200	-11%	-$30.9K	0.01%	1005
2023 Q1	$273K	Sell	10,679 -85	-0.8%	-$2.19K	0.01%	1036
2022 Q4	$283K	Sell	10,764 -852	-7%	-$22.1K	0.01%	988
2022 Q3	$278K	Sell	11,616 -695	-6%	-$18.1K	0.01%	975
2022 Q2	$309K	Sell	12,311 -131	-1%	-$3.49K	0.01%	976
2022 Q1	$356K	Hold	12,442	–	–	0.01%	983
2021 Q4	$395K	Hold	12,442	–	–	0.01%	947
2021 Q3	$343K	Hold	12,442	–	–	0.01%	988
2021 Q2	$338K	Hold	12,442	–	–	0.01%	1022
2021 Q1	$308K	Buy	+12,442	New	+$304K	0.01%	977
2020 Q1	–	Sell	-91,199	Closed	-$2.03M	–	963
2019 Q4	$2.03M	Buy	+91,199	New	+$2.03M	0.09%	241

Other funds holding DVOL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Sigma Planning Corp's DVOL Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 6% in Q2 2026, buying an estimated $32.9K and bringing the position to 15,989 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #843.

Sigma Planning Corp first reported a position in DVOL in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.03M in Q4 2019. 23 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

Sigma Planning Corp held 15,989 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $584K as of Q2 2026.
Sigma Planning Corp bought 907 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $32.9K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #843 holding.
Sigma Planning Corp first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and has held it in 22 quarters since.
Sigma Planning Corp's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $2.03M in Q4 2019.
23 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.