Kestra Private Wealth Services’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Kestra Private Wealth Services’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
2023 Q1	–	Sell	-10,147	Closed	-$290K	–	1068
2022 Q4	$290K	Buy	+10,147	New	+$296K	0.01%	681
2022 Q1	–	Sell	-9,530	Closed	-$323K	–	1002
2021 Q4	$323K	Buy	9,530 +41	+0.4%	+$1.36K	0.02%	741
2021 Q3	$301K	Sell	9,489 -66,254	-87%	-$2.07M	0.02%	706
2021 Q2	$2.37M	Buy	+75,743	New	+$2.37M	0.14%	156

Other funds holding DDIV

LPL Financial San Diego, California $377B AUM 19.32% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kestra Private Wealth Services's DDIV Position: Q1 2023 in Review

Kestra Private Wealth Services sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q1 2023, closing a stake of 10,147 shares — an estimated $290K sold.

Kestra Private Wealth Services first reported a position in DDIV in Q2 2021 and held it in 4 quarters. The position peaked at $2.37M in Q2 2021. 34 funds tracked by Wall St. Rank hold DDIV as of Q1 2023.

Kestra Private Wealth Services reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q1 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 10,147 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2023, an estimated $290K.
Kestra Private Wealth Services first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q2 2021 and held it in 4 quarters.
Kestra Private Wealth Services's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $2.37M in Q2 2021.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q1 2023.

Based on Kestra Private Wealth Services's 13F filing for Q1 2023, filed 12 May 2023.