Level Four Advisory Services’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,114
| Closed | -$229K | – | 764 |
|
2024
Q3 | $229K | Sell |
6,114
-581
| -9% | -$21.7K | 0.01% | 700 |
|
2024
Q2 | $225K | Sell |
6,695
-278
| -4% | -$9.32K | 0.01% | 684 |
|
2024
Q1 | $212K | Hold |
6,973
| – | – | 0.01% | 710 |
|
2023
Q4 | $212K | Sell |
6,973
-313
| -4% | -$9.52K | 0.01% | 706 |
|
2023
Q3 | $202K | Buy |
+7,286
| New | +$202K | 0.01% | 684 |
|
2022
Q2 | – | Sell |
-6,051
| Closed | -$203K | – | 580 |
|
2022
Q1 | $203K | Hold |
6,051
| – | – | 0.02% | 605 |
|
2021
Q4 | $205K | Buy |
+6,051
| New | +$205K | 0.02% | 607 |
|