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Concurrent Investment Advisors’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Concurrent Investment Advisors’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 		$4.11M Buy
91,063
+5,868
+7% +$260K 0.03% 493
2026
Q1 		$3.45M Buy
85,195
+5,540
+7% +$233K 0.04% 451
2025
Q4 		$3.31M Buy
79,655
+45,324
+132% +$1.83M 0.04% 428
2025
Q3 		$1.38M Buy
34,331
+20,001
+140% +$778K 0.02% 562
2025
Q2 		$547K Buy
+14,330
New +$525K 0.01% 819

Other funds holding DDIV

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Concurrent Investment Advisors's DDIV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 6.9% in Q2 2026, buying an estimated $260K and bringing the position to 91,063 shares worth $4.11M. The position accounts for 0.03% of the portfolio, ranked #493.

Concurrent Investment Advisors first reported a position in DDIV in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

  • Concurrent Investment Advisors held 91,063 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $4.11M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,868 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $260K.
  • First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #493 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 25 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.