Steward Partners Investment Advisory’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

Steward Partners Investment Advisory’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
2023 Q2	–	Sell	-125	Closed	-$3.19K	–	3335
2023 Q1	$3.19K	Hold	125	–	–	﹤0.01%	2921
2022 Q4	$3.29K	Hold	125	–	–	﹤0.01%	2906
2022 Q3	$3K	Hold	125	–	–	﹤0.01%	2921
2022 Q2	$3K	Buy	+125	New	+$3.33K	﹤0.01%	2903

Other funds holding DVOL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

PFS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Steward Partners Investment Advisory's DVOL Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q2 2023, closing a stake of 125 shares — an estimated $3.19K sold.

Steward Partners Investment Advisory first reported a position in DVOL in Q2 2022 and held it in 4 quarters. The position peaked at $3.29K in Q4 2022. 26 funds tracked by Wall St. Rank hold DVOL as of Q2 2023.

Steward Partners Investment Advisory reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 125 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2023, an estimated $3.19K.
Steward Partners Investment Advisory first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2022 and held it in 4 quarters.
Steward Partners Investment Advisory's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $3.29K in Q4 2022.
26 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.