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

Wealthcare Advisory Partners’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 		– Sell
-14,436
Closed -$506K – 1095
2025
Q4 		$506K Buy
14,436
+118
+0.8% +$4.12K 0.01% 691
2025
Q3 		$508K Buy
14,318
+1,858
+15% +$64.7K 0.01% 675
2025
Q2 		$437K Buy
+12,460
New +$433K 0.01% 680

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

Wealthcare Advisory Partners's DVOL Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2026, closing a stake of 14,436 shares — an estimated $506K sold.

Wealthcare Advisory Partners first reported a position in DVOL in Q2 2025 and held it in 3 quarters. The position peaked at $508K in Q3 2025. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Wealthcare Advisory Partners reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 14,436 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $506K.
  • Wealthcare Advisory Partners first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q2 2025 and held it in 3 quarters.
  • Wealthcare Advisory Partners's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $508K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.