United Capital Financial Advisors’s First Trust Dorsey Wright Momentum & Low Volatility ETF DVOL Stock Holding History

United Capital Financial Advisors’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
2024 Q1	–	Sell	-13,322	Closed	-$364K	–	1093
2023 Q4	$364K	Sell	13,322 -12,753	-49%	-$333K	﹤0.01%	806
2023 Q3	$651K	Sell	26,075 -1,014	-4%	-$26.3K	﹤0.01%	589
2023 Q2	$715K	Sell	27,089 -438	-2%	-$11.3K	﹤0.01%	621
2023 Q1	$703K	Sell	27,527 -2,897	-10%	-$74.7K	﹤0.01%	657
2022 Q4	$800K	Sell	30,424 -3,312	-10%	-$85.8K	﹤0.01%	669
2022 Q3	$808K	Sell	33,736 -1,753	-5%	-$45.6K	﹤0.01%	657
2022 Q2	$892K	Sell	35,489 -3,598	-9%	-$95.9K	﹤0.01%	652
2022 Q1	$1.12M	Sell	39,087 -3,266	-8%	-$91.6K	0.01%	640
2021 Q4	$1.35M	Sell	42,353 -1,732	-4%	-$51.8K	0.01%	620
2021 Q3	$1.21M	Sell	44,085 -9,241	-17%	-$264K	0.01%	621
2021 Q2	$1.45M	Sell	53,326 -2,247	-4%	-$59.5K	0.01%	609
2021 Q1	$1.37M	Sell	55,573 -7,724	-12%	-$189K	0.01%	586
2020 Q4	$1.55M	Sell	63,297 -10,447	-14%	-$246K	0.01%	563
2020 Q3	$1.66M	Sell	73,744 -2,237	-3%	-$49.2K	0.01%	544
2020 Q2	$1.55M	Sell	75,981 -6,181	-8%	-$121K	0.01%	564
2020 Q1	$1.47M	Sell	82,162 -7,089	-8%	-$154K	0.01%	553
2019 Q4	$1.99M	Sell	89,251 -2,758	-3%	-$61.4K	0.01%	608
2019 Q3	$2.1M	Buy	+92,009	New	+$2.05M	0.01%	581

Other funds holding DVOL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

PAG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PFS

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

United Capital Financial Advisors's DVOL Position: Q1 2024 in Review

United Capital Financial Advisors sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2024, closing a stake of 13,322 shares — an estimated $364K sold.

United Capital Financial Advisors first reported a position in DVOL in Q3 2019 and held it in 18 quarters. The position peaked at $2.1M in Q3 2019. 24 funds tracked by Wall St. Rank hold DVOL as of Q1 2024.

United Capital Financial Advisors reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2024 after selling out during the quarter.
United Capital Financial Advisors sold 13,322 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2024, an estimated $364K.
United Capital Financial Advisors first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2019 and held it in 18 quarters.
United Capital Financial Advisors's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $2.1M in Q3 2019.
24 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.