Avidian Wealth Enterprises’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Avidian Wealth Enterprises’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
2023 Q2	–	Sell	-8,579	Closed	-$238K	–	429
2023 Q1	$238K	Hold	8,579	–	–	0.01%	425
2022 Q4	$245K	Hold	8,579	–	–	0.02%	396
2022 Q3	$231K	Hold	8,579	–	–	0.02%	370
2022 Q2	$250K	Buy	8,579 +500	+6%	+$16.1K	0.02%	386
2022 Q1	$271K	Hold	8,079	–	–	0.02%	410
2021 Q4	$273K	Hold	8,079	–	–	0.02%	427
2021 Q3	$256K	Hold	8,079	–	–	0.02%	322
2021 Q2	$253K	Hold	8,079	–	–	0.02%	331
2021 Q1	$236K	Buy	+8,079	New	+$221K	0.02%	320

Other funds holding DDIV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Avidian Wealth Enterprises's DDIV Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2023, closing a stake of 8,579 shares — an estimated $238K sold.

Avidian Wealth Enterprises first reported a position in DDIV in Q1 2021 and held it in 9 quarters. The position peaked at $273K in Q4 2021. 27 funds tracked by Wall St. Rank hold DDIV as of Q2 2023.

Avidian Wealth Enterprises reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 8,579 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2023, an estimated $238K.
Avidian Wealth Enterprises first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2021 and held it in 9 quarters.
Avidian Wealth Enterprises's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $273K in Q4 2021.
27 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.