Nilsine Partners, LLC DVOL — FIRST TR EXCHANGE-TRADED FD

Ownership history in Nilsine Partners, LLC  ·  4 quarters on record

AI Ownership Summary

Nilsine Partners, LLC reported FIRST TR EXCHANGE-TRADED FD (DVOL) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows DVOL at 0.11% 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 Nilsine Partners, LLC'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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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
2025 Q2 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.

DVOL stock page Nilsine Partners, LLC fund profile Nilsine Partners, LLC full holdings
How Nilsine Partners, LLC held DVOL — position size vs. price
% of Fund (quarterly)    DVOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 37,494 -1,484 -3.8% 0.11% $1.4M 2026-04-29 $36.43
2025 Q4 REDUCED — — — 38,978 -1,464 -3.6% 0.12% $1.4M 2026-01-15 $36.18
2025 Q3 ADDED — — — 40,442 +1,412 +3.6% 0.13% $1.4M 2025-10-06 $35.05
2025 Q2 INITIATED — — — 39,030 — — 0.14% $1.4M 2025-07-31 $34.22

🏢 Other funds also holding DVOL

As of 2026 Q1 — sorted by position size

Park Square Financial Group, LLC 2.29% Csenge Advisory Group 3Y 7Y 1.08% Warner Group LLC 0.28% Balefire, LLC 3Y 7Y 0.22% MTM Investment Management, LLC 3Y 0.12% Private Advisory Group LLC 3Y 7Y 0.09% PRIVATE TRUST CO NA 3Y 7Y 0.02% Prospera Financial Services Inc 3Y 7Y 0.02% Sigma Planning Corp 3Y 7Y 0.01% Sanctuary Advisors, LLC 0.01%

FAQ About Nilsine Partners, LLC and DVOL

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

How long has Nilsine Partners, LLC reported owning DVOL?

Nilsine Partners, LLC reported DVOL across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DVOL position in Nilsine Partners, LLC's portfolio?

The largest reported portfolio weight for DVOL was 0.14% in 2025 Q2.

What is the latest reported DVOL position on this page?

The most recent filing on this page is 2026 Q1, when Nilsine Partners, LLC reported 37,494 shares, equal to 0.11% of portfolio, with an estimated market value of $1.4M.

What does the chart on this DVOL ownership page compare?

The chart compares Nilsine Partners, LLC'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.

How well did Nilsine Partners, LLC time their DVOL position?

Based on 13F filing dates vs. subsequent DVOL price moves, Nilsine Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DVOL relative to SPY over the holding period was -8.3%.

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