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

Global Retirement 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 Q3	–	Sell	-823	Closed	-$23.3K	–	3268
2023 Q2	$23.3K	Hold	823	–	–	﹤0.01%	1614
2023 Q1	$22.4K	Sell	823 -153	-16%	-$4.44K	﹤0.01%	1592
2022 Q4	$27.9K	Buy	+976	New	+$28.4K	﹤0.01%	1336
2022 Q3	–	Sell	-115	Closed	-$3K	–	2747
2022 Q2	$3K	Buy	115 +11	+11%	+$353	﹤0.01%	2042
2022 Q1	$3K	Buy	+104	New	+$3.43K	﹤0.01%	2042

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

KNW

Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Retirement Partners's DDIV Position: Q3 2023 in Review

Global Retirement Partners sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q3 2023, closing a stake of 823 shares — an estimated $23.3K sold.

Global Retirement Partners first reported a position in DDIV in Q1 2022 and held it in 5 quarters. The position peaked at $27.9K in Q4 2022. 25 funds tracked by Wall St. Rank hold DDIV as of Q3 2023.

Global Retirement Partners reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 823 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q3 2023, an estimated $23.3K.
Global Retirement 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.
Global Retirement Partners's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $27.9K in Q4 2022.
25 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.