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

Virtus Wealth Solutions’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
2025 Q4	–	Sell	-198,964	Closed	-$7.05M	–	57
2025 Q3	$7.05M	Sell	198,964 -5,371	-3%	-$187K	1.36%	19
2025 Q2	$7.17M	Sell	204,335 -139	-0.1%	-$4.83K	1.48%	19
2025 Q1	$7.27M	Sell	204,474 -2,052	-1%	-$72K	2.21%	12
2024 Q4	$7M	Buy	+206,526	New	+$7.16M	1.65%	15

Other funds holding DVOL

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

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

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Virtus Wealth Solutions's DVOL Position: Q4 2025 in Review

Virtus Wealth Solutions sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q4 2025, closing a stake of 198,964 shares — an estimated $7.05M sold.

Virtus Wealth Solutions first reported a position in DVOL in Q4 2024 and held it in 4 quarters. The position peaked at $7.27M in Q1 2025. 40 funds tracked by Wall St. Rank hold DVOL as of Q4 2025.

Virtus Wealth Solutions reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q4 2025 after selling out during the quarter.
Virtus Wealth Solutions sold 198,964 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q4 2025, an estimated $7.05M.
Virtus Wealth Solutions first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q4 2024 and held it in 4 quarters.
Virtus Wealth Solutions's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $7.27M in Q1 2025.
40 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q4 2025.

Based on Virtus Wealth Solutions's 13F filing for Q4 2025, filed 29 Jan 2026.