Concurrent Investment Advisors LLC Purchases 349 Shares of First Trust Dorsey Wright Momentum & Low Volatility ETF (NASDAQ:DVOL)

Posted by Chris Copeland on Feb 26th, 2025

Concurrent Investment Advisors LLC increased its position in First Trust Dorsey Wright Momentum & Low Volatility ETF (NASDAQ:DVOL – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,155 shares of the company’s stock after acquiring an additional 349 shares during the period. Concurrent Investment Advisors LLC owned about 0.49% of First Trust Dorsey Wright Momentum & Low Volatility ETF worth $276,000 at the end of the most recent reporting period.

Separately, Raymond James & Associates grew its stake in shares of First Trust Dorsey Wright Momentum & Low Volatility ETF by 2.1% during the 3rd quarter. Raymond James & Associates now owns 140,022 shares of the company’s stock valued at $4,642,000 after purchasing an additional 2,850 shares during the period.

First Trust Dorsey Wright Momentum & Low Volatility ETF Trading Up 0.5 %

Shares of DVOL stock opened at $35.52 on Wednesday. First Trust Dorsey Wright Momentum & Low Volatility ETF has a 12 month low of $29.05 and a 12 month high of $36.62. The stock has a market cap of $58.61 million, a P/E ratio of 22.91 and a beta of 0.80. The company has a 50 day simple moving average of $34.83 and a two-hundred day simple moving average of $34.22.

First Trust Dorsey Wright Momentum & Low Volatility ETF Announces Dividend

The business also recently declared a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Friday, December 13th were given a $0.1082 dividend. The ex-dividend date of this dividend was Friday, December 13th.

First Trust Dorsey Wright Momentum & Low Volatility ETF Profile

(Free Report)

The First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL) is an exchange-traded fund that is based on the Dorsey Wright Momentum Plus Low Vol index. The fund tracks an index of 50 large- and mid-cap, low-volatility stocks exhibiting relative strength. Holdings are weighted by the inverse of their volatility.