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

Commonwealth Equity Services’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	-7,205	Closed	-$291K	–	4448
2026 Q1	$291K	Buy	7,205 +971	+16%	+$40.9K	﹤0.01%	3668
2025 Q4	$259K	Sell	6,234 -6,967	-53%	-$281K	﹤0.01%	3776
2025 Q3	$531K	Sell	13,201 -152,192	-92%	-$5.92M	﹤0.01%	3126
2025 Q2	$6.32M	Sell	165,393 -432	-0.3%	-$15.8K	0.01%	1164
2025 Q1	$6.26M	Sell	165,825 -3,170	-2%	-$123K	0.01%	1137
2024 Q4	$6.38M	Buy	168,995 +7,384	+5%	+$285K	0.01%	1086
2024 Q3	$5.94M	Sell	161,611 -240,072	-60%	-$8.41M	0.01%	1108
2024 Q2	$13.5M	Sell	401,683 -1,541	-0.4%	-$51.4K	0.02%	677
2024 Q1	$13.7M	Sell	403,224 -12,990	-3%	-$404K	0.02%	649
2023 Q4	$12.7M	Buy	416,214 +4,259	+1%	+$121K	0.02%	632
2023 Q3	$11.4M	Sell	411,955 -16,975	-4%	-$487K	0.02%	624
2023 Q2	$12.2M	Buy	428,930 +42,749	+11%	+$1.18M	0.02%	604
2023 Q1	$10.7K	Buy	386,181 +9,797	+3%	+$285K	0.02%	636
2022 Q4	$10.8M	Buy	376,384 +19,339	+5%	+$563K	0.03%	599
2022 Q3	$9.62M	Buy	357,045 +14,357	+4%	+$435K	0.02%	589
2022 Q2	$9.97M	Buy	342,688 +5,681	+2%	+$183K	0.03%	579
2022 Q1	$11.3M	Buy	337,007 +8,882	+3%	+$293K	0.03%	572
2021 Q4	$11.1M	Buy	328,125 +18,935	+6%	+$627K	0.03%	562
2021 Q3	$9.8M	Sell	309,190 -7,674	-2%	-$239K	0.02%	582
2021 Q2	$9.93M	Buy	316,864 +1,325	+0.4%	+$41.5K	0.03%	566
2021 Q1	$9.23M	Sell	315,539 -70,655	-18%	-$1.93M	0.03%	543
2020 Q4	$9.59M	Sell	386,194 -19,917	-5%	-$462K	0.03%	489
2020 Q3	$8.55M	Buy	+406,111	New	+$8.5M	0.03%	480

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

Commonwealth Equity Services's DDIV Position: Q2 2026 in Review

Commonwealth Equity Services sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2026, closing a stake of 7,205 shares — an estimated $291K sold.

Commonwealth Equity Services first reported a position in DDIV in Q3 2020 and held it in 23 quarters. The position peaked at $13.7M in Q1 2024. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Commonwealth Equity Services 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.
Commonwealth Equity Services sold 7,205 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $291K.
Commonwealth Equity Services first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2020 and held it in 23 quarters.
Commonwealth Equity Services's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $13.7M in Q1 2024.
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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.