UBS Group
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UBS Group’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

UBS Group’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 		$20.4K Buy
589
+551
+1,450% +$19.7K ﹤0.01% 7916
2025
Q4 		$1.33K Buy
+38
New +$1.33K ﹤0.01% 9625
2025
Q3 		– Sell
-4,000
Closed -$140K – 10434
2025
Q2 		$140K Sell
4,000
-5,039
-56% -$175K ﹤0.01% 6969
2025
Q1 		$321K Sell
9,039
-1,275
-12% -$44.8K ﹤0.01% 6191
2024
Q4 		$349K Buy
+10,314
New +$358K ﹤0.01% 6091
2024
Q3 		– Sell
-148
Closed -$4.48K – 9614
2024
Q2 		$4.48K Buy
148
+69
+87% +$2.07K ﹤0.01% 8089
2024
Q1 		$2.41K Sell
79
-402
-84% -$11.6K ﹤0.01% 7908
2023
Q4 		$13.1K Sell
481
-1,822
-79% -$47.5K ﹤0.01% 7325
2023
Q3 		$57.5K Sell
2,303
-972
-30% -$25.2K ﹤0.01% 6206
2023
Q2 		$86.5K Buy
3,275
+2,267
+225% +$58.3K ﹤0.01% 6129
2023
Q1 		$25.8K Sell
1,008
-3,752
-79% -$96.7K ﹤0.01% 6899
2022
Q4 		$125K Buy
4,760
+3,847
+421% +$99.6K ﹤0.01% 5895
2022
Q3 		$22K Sell
913
-1,098
-55% -$28.6K ﹤0.01% 7250
2022
Q2 		$51K Sell
2,011
-278
-12% -$7.41K ﹤0.01% 5886
2022
Q1 		$66K Buy
2,289
+963
+73% +$27K ﹤0.01% 6229
2021
Q4 		$42K Sell
1,326
-1,475
-53% -$44.1K ﹤0.01% 7065
2021
Q3 		$77K Buy
2,801
+909
+48% +$26K ﹤0.01% 6013
2021
Q2 		$51K Sell
1,892
-553
-23% -$14.7K ﹤0.01% 6408
2021
Q1 		$60K Buy
2,445
+1,780
+268% +$43.6K ﹤0.01% 6362
2020
Q4 		$16K Sell
665
-1,771
-73% -$41.6K ﹤0.01% 7104
2020
Q3 		$55K Buy
2,436
+1,652
+211% +$36.4K ﹤0.01% 5580
2020
Q2 		$16K Buy
+784
New +$15.4K ﹤0.01% 6689
2020
Q1 		– Sell
-2,860
Closed -$64K – 8041
2019
Q4 		$64K Buy
+2,860
New +$63.6K ﹤0.01% 6221

Other funds holding DVOL

CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.28B AUM 27.63% 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

UBS Group's DVOL Position: Q1 2026 in Review

UBS Group increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 1,450% in Q1 2026, buying an estimated $19.7K and bringing the position to 589 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7916.

UBS Group first reported a position in DVOL in Q4 2019 and has held it in 23 quarters since. The position peaked at $349K in Q4 2024. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • UBS Group held 589 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $20.4K as of Q1 2026.
  • UBS Group bought 551 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $19.7K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7916 holding.
  • UBS Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2019 and has held it in 23 quarters since.
  • UBS Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $349K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.