Spire Wealth Management DVOL β€” FIRST TR EXCHANGE TRADED FD

Ownership history in Spire Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Spire Wealth Management reported FIRST TR EXCHANGE TRADED FD (DVOL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows DVOL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DVOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in FIRST TR EXCHANGE TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DVOL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spire Wealth Management held DVOL β€” position size vs. price
% of Fund (quarterly)    DVOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 150 β€” 0% 0.00% $5K 2026-04-22 $36.27
2025 Q4 REDUCED 45.5% -1.2% βœ… 150 -125 -45.5% 0.00% $5K 2026-01-14 $35.89
2025 Q3 UNCHANGED β€” β€” β€” 275 β€” 0% 0.00% $10K 2025-10-23 $34.71
2025 Q2 UNCHANGED β€” β€” β€” 275 β€” 0% 0.00% $10K 2025-08-04 $34.55
2025 Q1 UNCHANGED β€” β€” β€” 275 β€” 0% 0.00% $10K 2025-04-23 $33.98
2024 Q4 UNCHANGED β€” β€” β€” 275 β€” 0% 0.00% $9K 2025-01-24 $35.00
2024 Q3 INITIATED β€” β€” β€” 275 β€” β€” 0.00% $9K 2024-10-15 $33.70

FAQ About Spire Wealth Management and DVOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning DVOL?

Spire Wealth Management reported DVOL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DVOL position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for DVOL was 0.00% in 2025 Q2.

What is the latest reported DVOL position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this DVOL ownership page compare?

The chart compares Spire Wealth Management's quarterly DVOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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