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

MPWM Advisory Solutions’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	$11.4K	Hold	253	–	–	0.01%	336
2026 Q1	$10.2K	Hold	253	–	–	0.01%	340
2025 Q4	$10.5K	Hold	253	–	–	0.01%	317
2025 Q3	$10.2K	Hold	253	–	–	0.01%	292
2025 Q2	$9.66K	Buy	+253	New	+$9.28K	0.01%	307

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

MPWM Advisory Solutions's DDIV Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 253 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #336.

MPWM Advisory Solutions first reported a position in DDIV in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

MPWM Advisory Solutions held 253 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $11.4K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #336 holding.
MPWM Advisory Solutions first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q2 2025 and has held it in 5 quarters since.
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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.