VAG
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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
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

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

VisionPoint Advisory Group's DVOL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) stake by 16% in Q2 2026, buying an estimated $188K and bringing the position to 38,328 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #104.

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

  • VisionPoint Advisory Group held 38,328 shares of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $1.4M as of Q2 2026.
  • VisionPoint Advisory Group bought 5,186 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q2 2026, an estimated $188K.
  • First Trust Dorsey Wright Momentum & Low Volatility ETF made up 0.23% of VisionPoint Advisory Group's portfolio in Q2 2026, its #104 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 4 quarters since.
  • 4 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.