Advisor Group’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Advisor Group’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
2019 Q4	$26K	Buy	1,000 +350	+54%	+$9.16K	﹤0.01%	3812
2019 Q3	$17K	Hold	650	–	–	﹤0.01%	4053
2019 Q2	$16K	Buy	+650	New	+$16K	﹤0.01%	4099
2018 Q4	–	Sell	-9,980	Closed	-$251K	–	5124
2018 Q3	$251K	Buy	+9,980	New	+$253K	﹤0.01%	1994

Other funds holding DDIV

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Advisor Group's DDIV Position: Q4 2019 in Review

Advisor Group increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 54% in Q4 2019, buying an estimated $9.16K and bringing the position to 1,000 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Advisor Group first reported a position in DDIV in Q3 2018 and has held it in 4 quarters since. The position peaked at $251K in Q3 2018. 20 funds tracked by Wall St. Rank hold DDIV as of Q4 2019.

Advisor Group held 1,000 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $26K as of Q4 2019.
Advisor Group bought 350 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2019, an estimated $9.16K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3812 holding.
Advisor Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2018 and has held it in 4 quarters since.
Advisor Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $251K in Q3 2018.
20 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.