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Spire Wealth Management’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Spire Wealth Management’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 		$5.48K Hold
150
– – ﹤0.01% 1812
2026
Q1 		$5.19K Hold
150
– – ﹤0.01% 1832
2025
Q4 		$5.25K Sell
150
-125
-45% -$4.36K ﹤0.01% 1901
2025
Q3 		$9.75K Hold
275
– – ﹤0.01% 1759
2025
Q2 		$9.65K Hold
275
– – ﹤0.01% 1730
2025
Q1 		$9.78K Hold
275
– – ﹤0.01% 1842
2024
Q4 		$9.32K Hold
275
– – ﹤0.01% 1854
2024
Q3 		$9.12K Buy
+275
New +$8.71K ﹤0.01% 1658

Other funds holding DVOL

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

Spire Wealth Management's DVOL Position: Q2 2026 in Review

Spire Wealth Management held its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) position steady in Q2 2026 at 150 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Spire Wealth Management first reported a position in DVOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.78K in Q1 2025. 4 funds tracked by Wall St. Rank hold DVOL as of Q2 2026.

  • Spire Wealth Management held 150 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $5.48K as of Q2 2026.
  • Spire Wealth Management left its First Trust Dorsey Wright Momentum & Low Volatility ETF share count unchanged in Q2 2026.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1812 holding.
  • Spire Wealth Management first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $9.78K in Q1 2025.
  • 4 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.