Action Point Financial Planning’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Action Point Financial Planning’s Portfolio DDIV Stock Details DDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.3K	Buy	+650	New	+$28.8K	﹤0.01%	996

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Action Point Financial Planning's DDIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2026: 650 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Action Point Financial Planning held 650 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $29.3K as of Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF was a new Action Point Financial Planning position in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #996 holding.
42 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.