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

Cottonwood Capital 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
2022 Q2	–	Sell	-6,425	Closed	-$216K	–	95
2022 Q1	$216K	Hold	6,425	–	–	0.17%	93
2021 Q4	$217K	Buy	+6,425	New	+$213K	0.17%	100

Other funds holding DDIV

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

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

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cottonwood Capital Advisors's DDIV Position: Q2 2022 in Review

Cottonwood Capital Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2022, closing a stake of 6,425 shares — an estimated $216K sold.

Cottonwood Capital Advisors first reported a position in DDIV in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 34 funds tracked by Wall St. Rank hold DDIV as of Q2 2022.

Cottonwood Capital Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q2 2022 after selling out during the quarter.
Cottonwood Capital Advisors sold 6,425 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2022, an estimated $216K.
Cottonwood Capital Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2021 and held it in 2 quarters.
Cottonwood Capital Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $217K in Q4 2021.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q2 2022.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.