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

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-17,838	Closed	-$717K	–	1254
2025 Q3	$717K	Sell	17,838 -13,117	-42%	-$510K	0.11%	142
2025 Q2	$1.18M	Buy	+30,955	New	+$1.13M	0.19%	94
2023 Q3	–	Sell	-250	Closed	-$7.08K	–	1316
2023 Q2	$7.08K	Hold	250	–	–	﹤0.01%	954
2023 Q1	$6.93K	Hold	250	–	–	﹤0.01%	989
2022 Q4	$7.15K	Sell	250 -500	-67%	-$14.6K	﹤0.01%	992
2022 Q3	$20K	Hold	750	–	–	0.01%	693
2022 Q2	$22K	Hold	750	–	–	0.01%	627
2022 Q1	$25K	Hold	750	–	–	0.01%	658
2021 Q4	$25K	Buy	750 +250	+50%	+$8.28K	0.01%	652
2021 Q3	$16K	Buy	+500	New	+$15.6K	0.01%	723

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 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

Newbridge Financial Services Group's DDIV Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2025, closing a stake of 17,838 shares — an estimated $717K sold.

Newbridge Financial Services Group first reported a position in DDIV in Q3 2021 and held it in 10 quarters. The position peaked at $1.18M in Q2 2025. 43 funds tracked by Wall St. Rank hold DDIV as of Q4 2025.

Newbridge Financial Services Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 17,838 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2025, an estimated $717K.
Newbridge Financial Services Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2021 and held it in 10 quarters.
Newbridge Financial Services Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $1.18M in Q2 2025.
43 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.