Advisory Services Network’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Advisory Services Network’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	–	Sell	-385	Closed	-$15.6K	–	2760
2026 Q1	$15.6K	Buy	+385	New	+$16.2K	﹤0.01%	3332
2025 Q4	–	Sell	-385	Closed	-$15.5K	–	2396
2025 Q3	$15.5K	Buy	+385	New	+$15K	﹤0.01%	3077
2025 Q2	–	Sell	-5,627	Closed	-$213K	–	1768
2025 Q1	$213K	Hold	5,627	–	–	﹤0.01%	1491
2024 Q4	$213K	Buy	+5,627	New	+$217K	﹤0.01%	1459
2024 Q1	–	Sell	-684	Closed	-$20.8K	–	1960
2023 Q4	$20.8K	Buy	+684	New	+$19.4K	﹤0.01%	2505
2023 Q2	–	Sell	-3,960	Closed	-$110K	–	1956
2023 Q1	$110K	Sell	3,960 -3,988	-50%	-$116K	﹤0.01%	1597
2022 Q4	$227K	Sell	7,948 -8,501	-52%	-$248K	0.01%	1211
2022 Q3	$443K	Hold	16,449	–	–	0.02%	865
2022 Q2	$479K	Buy	16,449 +158	+1%	+$5.08K	0.02%	844
2022 Q1	$547K	Hold	16,291	–	–	0.02%	872
2021 Q4	$551K	Hold	16,291	–	–	0.02%	852
2021 Q3	$516K	Buy	16,291 +260	+2%	+$8.11K	0.02%	859
2021 Q2	$502K	Buy	16,031 +7,414	+86%	+$232K	0.02%	878
2021 Q1	$252K	Buy	8,617 +4,579	+113%	+$125K	0.01%	1102
2020 Q4	$100K	Buy	+4,038	New	+$93.8K	﹤0.01%	1332

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

Advisory Services Network's DDIV Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2026, closing a stake of 385 shares — an estimated $15.6K sold.

Advisory Services Network first reported a position in DDIV in Q4 2020 and held it in 15 quarters. The position peaked at $551K in Q4 2021. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Advisory Services Network reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 385 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $15.6K.
Advisory Services Network first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2020 and held it in 15 quarters.
Advisory Services Network's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $551K in Q4 2021.
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 Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.