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

IHT Wealth 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
2023 Q2	–	Sell	-38,850	Closed	-$1.08M	–	979
2023 Q1	$1.08M	Buy	+38,850	New	+$1.13M	0.06%	291
2022 Q1	–	Sell	-39,664	Closed	-$1.34M	–	786
2021 Q4	$1.34M	Buy	+39,664	New	+$1.31M	0.1%	203

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

IHT Wealth Management's DDIV Position: Q2 2023 in Review

IHT Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2023, closing a stake of 38,850 shares — an estimated $1.08M sold.

IHT Wealth Management first reported a position in DDIV in Q4 2021 and held it in 2 quarters. The position peaked at $1.34M in Q4 2021. 27 funds tracked by Wall St. Rank hold DDIV as of Q2 2023.

IHT Wealth Management 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.
IHT Wealth Management sold 38,850 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2023, an estimated $1.08M.
IHT Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2021 and held it in 2 quarters.
IHT Wealth Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $1.34M in Q4 2021.
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 IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.