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

VisionPoint Advisory 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 Q3	$1.14M	Sell	32,372 -5,956	-16%	-$220K	0.18%	126
2026 Q2	$1.4M	Buy	38,328 +5,186	+16%	+$188K	0.23%	104
2026 Q1	$1.15M	Buy	33,142 +10,840	+49%	+$388K	0.22%	108
2025 Q4	$781K	Buy	22,302 +7,019	+46%	+$245K	0.15%	154
2025 Q3	$542K	Buy	+15,283	New	+$532K	0.11%	196

Other funds holding DVOL

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

VisionPoint Advisory Group's DVOL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 16% in Q3 2026, selling an estimated $220K and leaving 32,372 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #126.

VisionPoint Advisory Group first reported a position in DVOL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2026. 4 funds tracked by Wall St. Rank hold DVOL as of Q3 2026.

VisionPoint Advisory Group held 32,372 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $1.14M as of Q3 2026.
VisionPoint Advisory Group sold 5,956 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q3 2026, an estimated $220K.
First Trust Dorsey Wright Momentum & Low Volatility ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q3 2026, its #126 holding.
VisionPoint Advisory Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q3 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $1.4M in Q2 2026.
4 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.