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

Weaver Consulting 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
Q1 		– Sell
-5,738
Closed -$201K – 278
2025
Q4 		$201K Sell
5,738
-1,881
-25% -$65.7K 0.05% 262
2025
Q3 		$270K Hold
7,619
– – 0.07% 214
2025
Q2 		$267K Hold
7,619
– – 0.07% 196
2025
Q1 		$271K Hold
7,619
– – 0.08% 180
2024
Q4 		$258K Hold
7,619
– – 0.08% 180
2024
Q3 		$253K Hold
7,619
– – 0.08% 186
2024
Q2 		$231K Sell
7,619
-150
-2% -$4.5K 0.08% 179
2024
Q1 		$237K Sell
7,769
-694
-8% -$19.9K 0.09% 177
2023
Q4 		$231K Sell
8,463
-2,965
-26% -$77.3K 0.09% 176
2023
Q3 		$285K Sell
11,428
-1,670
-13% -$43.3K 0.13% 141
2023
Q2 		$346K Sell
13,098
-230
-2% -$5.92K 0.15% 116
2023
Q1 		$341K Hold
13,328
– – 0.16% 122
2022
Q4 		$350K Sell
13,328
-1,169
-8% -$30.3K 0.18% 112
2022
Q3 		$347K Sell
14,497
-3,019
-17% -$78.6K 0.2% 97
2022
Q2 		$440K Sell
17,516
-222
-1% -$5.91K 0.25% 81
2022
Q1 		$508K Hold
17,738
– – 0.25% 75
2021
Q4 		$564K Buy
17,738
+94
+0.5% +$2.81K 0.27% 64
2021
Q3 		$486K Sell
17,644
-1,263
-7% -$36.1K 0.26% 70
2021
Q2 		$514K Sell
18,907
-180
-0.9% -$4.77K 0.29% 63
2021
Q1 		$472K Sell
19,087
-8,883
-32% -$217K 0.29% 69
2020
Q4 		$687K Sell
27,970
-1,747
-6% -$41.1K 0.43% 44
2020
Q3 		$668K Hold
29,717
– – 0.38% 49
2020
Q2 		$607K Sell
29,717
-1,686
-5% -$33.1K 0.35% 55
2020
Q1 		$564K Buy
31,403
+7,492
+31% +$162K 0.37% 53
2019
Q4 		$546K Buy
23,911
+9,474
+66% +$211K 0.29% 58
2019
Q3 		$316K Buy
14,437
+728
+5% +$16.2K 0.17% 76
2019
Q2 		$295K Buy
13,709
+7,333
+115% +$154K 0.16% 76
2019
Q1 		$137K Buy
+6,376
New +$124K 0.04% 266

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

Weaver Consulting Group's DVOL Position: Q1 2026 in Review

Weaver Consulting Group sold out of First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) in Q1 2026, closing a stake of 5,738 shares — an estimated $201K sold.

Weaver Consulting Group first reported a position in DVOL in Q1 2019 and held it in 28 quarters. The position peaked at $687K in Q4 2020. 38 funds tracked by Wall St. Rank hold DVOL as of Q1 2026.

  • Weaver Consulting Group reported no remaining First Trust Dorsey Wright Momentum & Low Volatility ETF position as of Q1 2026 after selling out during the quarter.
  • Weaver Consulting Group sold 5,738 First Trust Dorsey Wright Momentum & Low Volatility ETF shares in Q1 2026, an estimated $201K.
  • Weaver Consulting Group first reported a position in First Trust Dorsey Wright Momentum & Low Volatility ETF in Q1 2019 and held it in 28 quarters.
  • Weaver Consulting Group's First Trust Dorsey Wright Momentum & Low Volatility ETF position peaked at $687K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held First Trust Dorsey Wright Momentum & Low Volatility ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.