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 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 $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

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Kesler Norman & Wride's DDIV Position: Q1 2026 in Review

Kesler Norman & Wride increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 0.13% in Q1 2026, buying an estimated $3.12K and bringing the position to 57,824 shares worth $2.34M. The position accounts for 0.4% of the portfolio, ranked #64.

Kesler Norman & Wride first reported a position in DDIV in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.4M in Q4 2025. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

Kesler Norman & Wride held 57,824 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $2.34M as of Q1 2026.
Kesler Norman & Wride bought 74 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $3.12K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.4% of Kesler Norman & Wride's portfolio in Q1 2026, its #64 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 7 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.
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 Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.