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

IFP 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
2026 Q2	$9.24K	Hold	205	–	–	﹤0.01%	3450
2026 Q1	$8.29K	Hold	205	–	–	﹤0.01%	3244
2025 Q4	$8.52K	Hold	205	–	–	﹤0.01%	3148
2025 Q3	$8.24K	Hold	205	–	–	﹤0.01%	3005
2025 Q2	$7.83K	Hold	205	–	–	﹤0.01%	3067
2025 Q1	$7.74K	Hold	205	–	–	﹤0.01%	2662
2024 Q4	$7.74K	Hold	205	–	–	﹤0.01%	2635
2024 Q3	$7.54K	Buy	+205	New	+$7.18K	﹤0.01%	2532
2023 Q2	–	Sell	-743	Closed	-$19.1K	–	3470
2023 Q1	$19.1K	Buy	743 +12	+2%	+$348	﹤0.01%	2042
2022 Q4	$19K	Buy	731 +6	+0.8%	+$175	﹤0.01%	2913
2022 Q3	$19K	Buy	+725	New	+$22K	﹤0.01%	3119
2019 Q4	–	Sell	-950	Closed	-$25K	–	2888
2019 Q3	$25K	Buy	+950	New	+$24.2K	﹤0.01%	1662
2019 Q1	$23K	Sell	950 -500	-34%	-$11.5K	﹤0.01%	1282
2018 Q4	$30K	Hold	1,450	–	–	﹤0.01%	1894
2018 Q3	$36K	Buy	+1,450	New	+$36.8K	﹤0.01%	2080

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

IFP Advisors's DDIV Position: Q2 2026 in Review

IFP Advisors held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 205 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3450.

IFP Advisors first reported a position in DDIV in Q3 2018 and has held it in 15 quarters since. The position peaked at $36K in Q3 2018. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

IFP Advisors held 205 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $9.24K as of Q2 2026.
IFP Advisors left its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3450 holding.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2018 and has held it in 15 quarters since.
IFP Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $36K in Q3 2018.
42 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.