Kesler Norman & Wride’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Kesler Norman & Wride’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	$2.4M	Sell	53,175 -4,649	-8%	-$206K	0.38%	70
2026 Q1	$2.34M	Buy	57,824 +74	+0.1%	+$3.12K	0.4%	64
2025 Q4	$2.4M	Buy	57,750 +6,962	+14%	+$281K	0.41%	60
2025 Q3	$1.92M	Sell	50,788 -4,794	-9%	-$186K	0.38%	64
2025 Q2	$2.12M	Buy	55,582 +72	+0.1%	+$2.64K	0.38%	63
2025 Q1	$2.1M	Buy	55,510 +4,722	+9%	+$183K	0.4%	63
2024 Q4	$1.92M	Buy	+50,788	New	+$1.96M	0.41%	59
2023 Q4	–	Sell	-61,096	Closed	-$1.7M	–	158
2023 Q3	$1.7M	Buy	+61,096	New	+$1.75M	0.43%	69

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kesler Norman & Wride's DDIV Position: Q2 2026 in Review

Kesler Norman & Wride reduced its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 8% in Q2 2026, selling an estimated $206K and leaving 53,175 shares worth $2.4M. The position accounts for 0.38% of the portfolio, ranked #70.

Kesler Norman & Wride first reported a position in DDIV in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q4 2025. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Kesler Norman & Wride held 53,175 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $2.4M as of Q2 2026.
Kesler Norman & Wride sold 4,649 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $206K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.38% of Kesler Norman & Wride's portfolio in Q2 2026, its #70 holding.
Kesler Norman & Wride first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2023 and has held it in 8 quarters since.
Kesler Norman & Wride's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $2.4M in Q4 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 Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.