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 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 $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

J.W. Cole Advisors's DDIV Position: Q1 2026 in Review

J.W. Cole 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 4,971 shares — an estimated $206K sold.

J.W. Cole Advisors first reported a position in DDIV in Q1 2022 and held it in 9 quarters. The position peaked at $555K in Q1 2023. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

J.W. Cole 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.
J.W. Cole Advisors sold 4,971 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $206K.
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 held it in 9 quarters.
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.
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 J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.