MTM Investment Management’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

MTM Investment Management’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	$40.6K	Hold	901	–	–	0.01%	372
2026 Q1	$36.4K	Hold	901	–	–	0.01%	368
2025 Q4	$37.4K	Hold	901	–	–	0.01%	371
2025 Q3	$36.2K	Sell	901 -1,180	-57%	-$45.9K	0.01%	382
2025 Q2	$79.5K	Hold	2,081	–	–	0.03%	288
2025 Q1	$79.1K	Hold	2,081	–	–	0.03%	218
2024 Q4	$78.6K	Hold	2,081	–	–	0.03%	215
2024 Q3	$77.2K	Hold	2,081	–	–	0.03%	220
2024 Q2	$69.8K	Hold	2,081	–	–	0.03%	212
2024 Q1	$70.9K	Hold	2,081	–	–	0.03%	214
2023 Q4	$63.3K	Hold	2,081	–	–	0.03%	205
2023 Q3	$57.8K	Hold	2,081	–	–	0.03%	201
2023 Q2	$59K	Hold	2,081	–	–	0.03%	209
2023 Q1	$57.7K	Hold	2,081	–	–	0.03%	210
2022 Q4	$59.5K	Hold	2,081	–	–	0.03%	208
2022 Q3	$56K	Hold	2,081	–	–	0.03%	204
2022 Q2	$61K	Hold	2,081	–	–	0.03%	208
2022 Q1	$70K	Hold	2,081	–	–	0.03%	221
2021 Q4	$70K	Hold	2,081	–	–	0.03%	222
2021 Q3	$66K	Hold	2,081	–	–	0.04%	199
2021 Q2	$65K	Hold	2,081	–	–	0.03%	199
2021 Q1	$61K	Hold	2,081	–	–	0.03%	192
2020 Q4	$52K	Buy	+2,081	New	+$48.3K	0.03%	181

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

MTM Investment Management's DDIV Position: Q2 2026 in Review

MTM Investment Management held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 901 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #372.

MTM Investment Management first reported a position in DDIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $79.5K in Q2 2025. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

MTM Investment Management held 901 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $40.6K as of Q2 2026.
MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #372 holding.
MTM Investment Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $79.5K in Q2 2025.
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 MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.