Level Four Advisory Services’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Level Four Advisory 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
2024 Q4	–	Sell	-6,114	Closed	-$229K	–	764
2024 Q3	$229K	Sell	6,114 -581	-9%	-$20.3K	0.01%	700
2024 Q2	$225K	Sell	6,695 -278	-4%	-$9.26K	0.01%	684
2024 Q1	$212K	Hold	6,973	–	–	0.01%	710
2023 Q4	$212K	Sell	6,973 -313	-4%	-$8.89K	0.01%	706
2023 Q3	$202K	Buy	+7,286	New	+$209K	0.01%	684
2022 Q2	–	Sell	-6,051	Closed	-$203K	–	582
2022 Q1	$203K	Hold	6,051	–	–	0.02%	605
2021 Q4	$205K	Buy	+6,051	New	+$200K	0.02%	607

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

TWM

TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Level Four Advisory Services's DDIV Position: Q4 2024 in Review

Level Four Advisory Services sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2024, closing a stake of 6,114 shares — an estimated $229K sold.

Level Four Advisory Services first reported a position in DDIV in Q4 2021 and held it in 7 quarters. The position peaked at $229K in Q3 2024. 38 funds tracked by Wall St. Rank hold DDIV as of Q4 2024.

Level Four Advisory Services reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2024 after selling out during the quarter.
Level Four Advisory Services sold 6,114 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2024, an estimated $229K.
Level Four Advisory Services first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2021 and held it in 7 quarters.
Level Four Advisory Services's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $229K in Q3 2024.
38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2024.

Based on Level Four Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.