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

Insight 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 Q1	–	Sell	-4,846	Closed	-$201K	–	257
2025 Q4	$201K	Buy	+4,846	New	+$195K	0.03%	271
2023 Q2	–	Sell	-8,386	Closed	-$232K	–	294
2023 Q1	$232K	Sell	8,386 -3,099	-27%	-$90K	0.05%	269
2022 Q4	$324K	Sell	11,485 -7,751	-40%	-$226K	0.11%	229
2022 Q3	$518K	Buy	19,236 +1,056	+6%	+$32K	0.2%	128
2022 Q2	$557K	Buy	18,180 +7,341	+68%	+$236K	0.19%	134
2022 Q1	$364K	Buy	+10,839	New	+$358K	0.11%	223

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Insight Advisors's DDIV Position: Q1 2026 in Review

Insight Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q1 2026, closing a stake of 4,846 shares — an estimated $201K sold.

Insight Advisors first reported a position in DDIV in Q1 2022 and held it in 6 quarters. The position peaked at $557K in Q2 2022. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

Insight Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 4,846 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $201K.
Insight Advisors 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 6 quarters.
Insight Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $557K in Q2 2022.
40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.