Avidian Wealth Enterprises’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,579
| Closed | -$238K | – | 427 |
|
|
2023
Q1 | $238K | Hold |
8,579
| – | – | 0.01% | 424 |
|
|
2022
Q4 | $245K | Hold |
8,579
| – | – | 0.02% | 394 |
|
|
2022
Q3 | $231K | Hold |
8,579
| – | – | 0.02% | 370 |
|
|
2022
Q2 | $250K | Buy |
8,579
+500
| +6% | +$14.6K | 0.02% | 385 |
|
|
2022
Q1 | $271K | Hold |
8,079
| – | – | 0.02% | 402 |
|
|
2021
Q4 | $273K | Hold |
8,079
| – | – | 0.02% | 418 |
|
|
2021
Q3 | $256K | Hold |
8,079
| – | – | 0.02% | 319 |
|
|
2021
Q2 | $253K | Hold |
8,079
| – | – | 0.02% | 325 |
|
|
2021
Q1 | $236K | Buy |
+8,079
| New | +$236K | 0.02% | 318 |
|