Envestnet Asset Management
DDIV icon

Envestnet Asset Management’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Envestnet Asset Management’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 		$244K Sell
5,413
-1,931
-26% -$85.6K ﹤0.01% 4552
2026
Q1 		$297K Sell
7,344
-4
-0.1% -$168 ﹤0.01% 4282
2025
Q4 		$305K Sell
7,348
-1,720
-19% -$69.3K ﹤0.01% 4028
2025
Q3 		$364K Buy
9,068
+1,041
+13% +$40.5K ﹤0.01% 3958
2025
Q2 		$307K Sell
8,027
-790
-9% -$29K ﹤0.01% 4016
2025
Q1 		$333K Buy
+8,817
New +$342K ﹤0.01% 3866
2023
Q1 		– Sell
-10,197
Closed -$292K – 4002
2022
Q4 		$292K Buy
+10,197
New +$297K ﹤0.01% 3441

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Envestnet Asset Management's DDIV Position: Q2 2026 in Review

Envestnet Asset Management reduced its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 26% in Q2 2026, selling an estimated $85.6K and leaving 5,413 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #4552.

Envestnet Asset Management first reported a position in DDIV in Q4 2022 and has held it in 7 quarters since. The position peaked at $364K in Q3 2025. 25 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

  • Envestnet Asset Management held 5,413 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $244K as of Q2 2026.
  • Envestnet Asset Management sold 1,931 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $85.6K.
  • First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4552 holding.
  • Envestnet Asset Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2022 and has held it in 7 quarters since.
  • Envestnet Asset Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $364K in Q3 2025.
  • 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.