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

Atomi Financial 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
2026 Q2	$593K	Buy	13,155 +151	+1%	+$6.69K	0.02%	692
2026 Q1	$526K	Sell	13,004 -5,433	-29%	-$229K	0.02%	698
2025 Q4	$766K	Buy	18,437 +599	+3%	+$24.1K	0.02%	503
2025 Q3	$717K	Sell	17,838 -13,117	-42%	-$510K	0.02%	497
2025 Q2	$1.18M	Buy	30,955 +1,413	+5%	+$51.8K	0.04%	293
2025 Q1	$1.12M	Buy	29,542 +15,257	+107%	+$591K	0.05%	279
2024 Q4	$540K	Buy	14,285 +246	+2%	+$9.49K	0.03%	450
2024 Q3	$516K	Buy	+14,039	New	+$492K	0.03%	438

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

Atomi Financial Group's DDIV Position: Q2 2026 in Review

Atomi Financial Group increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 1.2% in Q2 2026, buying an estimated $6.69K and bringing the position to 13,155 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #692.

Atomi Financial Group first reported a position in DDIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2025. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Atomi Financial Group held 13,155 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $593K as of Q2 2026.
Atomi Financial Group bought 151 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $6.69K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #692 holding.
Atomi Financial Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2024 and has held it in 8 quarters since.
Atomi Financial Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $1.18M in Q2 2025.
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 Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.