Money Concepts Capital’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Money Concepts Capital’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	-8,192	Closed	-$234K	–	1022
2022 Q4	$234K	Buy	8,192 +7,983	+3,820%	+$233K	0.01%	624
2022 Q3	$6K	Hold	209	–	–	﹤0.01%	1165
2022 Q2	$6K	Sell	209 -7,697	-97%	-$247K	﹤0.01%	1127
2022 Q1	$265K	Buy	+7,906	New	+$261K	0.01%	615

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

Money Concepts Capital's DDIV Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q1 2023, closing a stake of 8,192 shares — an estimated $234K sold.

Money Concepts Capital first reported a position in DDIV in Q1 2022 and held it in 4 quarters. The position peaked at $265K in Q1 2022. 34 funds tracked by Wall St. Rank hold DDIV as of Q1 2023.

Money Concepts Capital 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.
Money Concepts Capital sold 8,192 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2023, an estimated $234K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $265K in Q1 2022.
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 Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.