LPL Financial
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LPL Financial’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

LPL Financial’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 		$6.94M Sell
153,832
-827
-0.5% -$36.7K ﹤0.01% 2491
2026
Q1 		$6.25M Buy
154,659
+12,639
+9% +$532K ﹤0.01% 2425
2025
Q4 		$5.9M Buy
142,020
+3,394
+2% +$137K ﹤0.01% 2390
2025
Q3 		$5.57M Sell
138,626
-2,128
-2% -$82.7K ﹤0.01% 2367
2025
Q2 		$5.38M Sell
140,754
-12,054
-8% -$442K ﹤0.01% 2245
2025
Q1 		$5.77M Sell
152,808
-3,160
-2% -$122K ﹤0.01% 2034
2024
Q4 		$5.89M Buy
155,968
+2,508
+2% +$96.7K ﹤0.01% 1939
2024
Q3 		$5.64M Buy
153,460
+12,485
+9% +$437K ﹤0.01% 1894
2024
Q2 		$4.73M Buy
140,975
+36,545
+35% +$1.22M ﹤0.01% 1902
2024
Q1 		$3.56M Sell
104,430
-2,004
-2% -$62.4K ﹤0.01% 2052
2023
Q4 		$3.24M Sell
106,434
-6,710
-6% -$191K ﹤0.01% 2023
2023
Q3 		$3.14M Sell
113,144
-148,072
-57% -$4.25M ﹤0.01% 1922
2023
Q2 		$7.4M Sell
261,216
-51,591
-16% -$1.42M 0.01% 1321
2023
Q1 		$8.67M Buy
312,807
+39,375
+14% +$1.14M 0.01% 1174
2022
Q4 		$7.82M Buy
273,432
+43,710
+19% +$1.27M 0.01% 1177
2022
Q3 		$6.19M Sell
229,722
-18,888
-8% -$572K 0.01% 1231
2022
Q2 		$7.24M Buy
248,610
+31,568
+15% +$1.01M 0.01% 1153
2022
Q1 		$7.29M Buy
217,042
+165,809
+324% +$5.47M 0.01% 1191
2021
Q4 		$1.73M Buy
51,233
+774
+2% +$25.6K ﹤0.01% 2196
2021
Q3 		$1.6M Sell
50,459
-2,075
-4% -$64.7K ﹤0.01% 2233
2021
Q2 		$1.65M Buy
52,534
+20,972
+66% +$657K ﹤0.01% 2136
2021
Q1 		$923K Sell
31,562
-719
-2% -$19.7K ﹤0.01% 2458
2020
Q4 		$801K Sell
32,281
-12,123
-27% -$281K ﹤0.01% 2368
2020
Q3 		$935K Buy
44,404
+1,564
+4% +$32.7K ﹤0.01% 2000
2020
Q2 		$851K Sell
42,840
-204,004
-83% -$3.94M ﹤0.01% 1953
2020
Q1 		$4.42M Buy
246,844
+20,702
+9% +$504K 0.01% 798
2019
Q4 		$6.01M Buy
226,142
+205,658
+1,004% +$5.38M 0.01% 768
2019
Q3 		$534K Buy
20,484
+6,759
+49% +$172K ﹤0.01% 2216
2019
Q2 		$342K Sell
13,725
-11,815
-46% -$290K ﹤0.01% 2591
2019
Q1 		$619K Sell
25,540
-77
-0.3% -$1.78K ﹤0.01% 2033
2018
Q4 		$530K Sell
25,617
-5,656
-18% -$130K ﹤0.01% 1997
2018
Q3 		$787K Buy
+31,273
New +$794K ﹤0.01% 1861

Other funds holding DDIV

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's DDIV Position: Q2 2026 in Review

LPL Financial reduced its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 0.53% in Q2 2026, selling an estimated $36.7K and leaving 153,832 shares worth $6.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

LPL Financial first reported a position in DDIV in Q3 2018 and has held it in 32 quarters since. The position peaked at $8.67M in Q1 2023. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

  • LPL Financial held 153,832 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $6.94M as of Q2 2026.
  • LPL Financial sold 827 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $36.7K.
  • First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2491 holding.
  • LPL Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2018 and has held it in 32 quarters since.
  • LPL Financial's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $8.67M in Q1 2023.
  • 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.