Geneos Wealth Management’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82K | Sell |
100
-100
| -50% | -$3.82K | ﹤0.01% | 2645 |
|
|
2025
Q1 | $7.55K | Buy |
200
+100
| +100% | +$3.78K | ﹤0.01% | 2655 |
|
|
2024
Q4 | $3.78K | Hold |
100
| – | – | ﹤0.01% | 2425 |
|
|
2024
Q3 | $3.68K | Hold |
100
| – | – | ﹤0.01% | 2150 |
|
|
2024
Q2 | $3.35K | Hold |
100
| – | – | ﹤0.01% | 1795 |
|
|
2024
Q1 | $3.41K | Hold |
100
| – | – | ﹤0.01% | 1791 |
|
|
2023
Q4 | $3.04K | Hold |
100
| – | – | ﹤0.01% | 1846 |
|
|
2023
Q3 | $2.78K | Hold |
100
| – | – | ﹤0.01% | 1875 |
|
|
2023
Q2 | $2.83K | Hold |
100
| – | – | ﹤0.01% | 1871 |
|
|
2023
Q1 | $2.77K | Hold |
100
| – | – | ﹤0.01% | 1845 |
|
|
2022
Q4 | $2.86K | Hold |
100
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2369 |
|
|
2022
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2450 |
|
|
2020
Q1 | – | Sell |
-4,800
| Closed | -$127K | – | 2506 |
|
|
2019
Q4 | $127K | Hold |
4,800
| – | – | 0.01% | 857 |
|
|
2019
Q3 | $124K | Buy |
+4,800
| New | +$124K | 0.01% | 817 |
|