Kerr Financial Planning’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Kerr Financial Planning’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	$108K	Hold	2,385	–	–	0.12%	129
2026 Q1	$105K	Sell	2,385 -182	-7%	-$7.66K	0.07%	125
2025 Q4	$109K	Sell	2,567 -4,283	-63%	-$173K	0.15%	121
2025 Q3	$271K	Buy	+6,850	New	+$266K	0.38%	57

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

Kerr Financial Planning's DDIV Position: Q2 2026 in Review

Kerr Financial Planning held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 2,385 shares worth $108K. The position accounts for 0.12% of the portfolio, ranked #129.

Kerr Financial Planning first reported a position in DDIV in Q3 2025 and has held it in 4 quarters since. The position peaked at $271K in Q3 2025. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Kerr Financial Planning held 2,385 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $108K as of Q2 2026.
Kerr Financial Planning 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 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #129 holding.
Kerr Financial Planning first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $271K in Q3 2025.
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 Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.