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

J.W. Cole 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	$225K	Buy	+5,000	New	+$222K	﹤0.01%	1444
2026 Q1	–	Sell	-4,971	Closed	-$206K	–	905
2025 Q4	$206K	Sell	4,971 -22	-0.4%	-$887	0.01%	1291
2025 Q3	$201K	Buy	+4,993	New	+$194K	﹤0.01%	1439
2025 Q1	–	Sell	-5,383	Closed	-$203K	–	1270
2024 Q4	$203K	Buy	+5,383	New	+$208K	0.01%	903
2023 Q3	–	Sell	-13,556	Closed	-$384K	–	747
2023 Q2	$384K	Sell	13,556 -6,467	-32%	-$178K	0.03%	501
2023 Q1	$555K	Buy	20,023 +1,817	+10%	+$52.8K	0.04%	422
2022 Q4	$521K	Buy	18,206 +313	+2%	+$9.12K	0.04%	409
2022 Q3	$482K	Buy	17,893 +770	+4%	+$23.3K	0.04%	407
2022 Q2	$498K	Buy	17,123 +5,059	+42%	+$163K	0.04%	411
2022 Q1	$405K	Buy	+12,064	New	+$398K	0.03%	523

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

J.W. Cole Advisors's DDIV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2026: 5,000 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DDIV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DDIV in Q1 2022 and has held it in 10 quarters since. The position peaked at $555K in Q1 2023. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

J.W. Cole Advisors held 5,000 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $225K as of Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF was a new J.W. Cole Advisors position in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1444 holding.
J.W. Cole Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2022 and has held it in 10 quarters since.
J.W. Cole Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $555K in Q1 2023.
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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.