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

Engrave Wealth Partners’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	-7,683	Closed	-$212K	–	69
2023 Q1	$212K	Sell	7,683 -422,693	-98%	-$12.3M	0.07%	67
2022 Q4	$12.6M	Buy	430,376 +1,164	+0.3%	+$33.9K	4.38%	8
2022 Q3	$11.6M	Sell	429,212 -3,103	-0.7%	-$94K	5.4%	7
2022 Q2	$12.6M	Sell	432,315 -1,574	-0.4%	-$50.6K	5.57%	5
2022 Q1	$14.6M	Buy	+433,889	New	+$14.3M	5.44%	6

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

Engrave Wealth Partners's DDIV Position: Q2 2023 in Review

Engrave Wealth Partners sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2023, closing a stake of 7,683 shares — an estimated $212K sold.

Engrave Wealth Partners first reported a position in DDIV in Q1 2022 and held it in 5 quarters. The position peaked at $14.6M in Q1 2022. 27 funds tracked by Wall St. Rank hold DDIV as of Q2 2023.

Engrave Wealth Partners 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.
Engrave Wealth Partners sold 7,683 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2023, an estimated $212K.
Engrave Wealth Partners first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2022 and held it in 5 quarters.
Engrave Wealth Partners's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $14.6M in Q1 2022.
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 Engrave Wealth Partners's 13F filing for Q2 2023, filed 6 Jul 2023.