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

NewEdge Advisors’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
2024 Q3	–	Sell	-340	Closed	-$11.4K	–	3844
2024 Q2	$11.4K	Hold	340	–	–	﹤0.01%	2814
2024 Q1	$11.6K	Hold	340	–	–	﹤0.01%	2826
2023 Q4	$10.3K	Sell	340 -29	-8%	-$824	﹤0.01%	2830
2023 Q3	$10.3K	Hold	369	–	–	﹤0.01%	2572
2023 Q2	$10.5K	Hold	369	–	–	﹤0.01%	2584
2023 Q1	$10.2K	Sell	369 -90	-20%	-$2.61K	﹤0.01%	2560
2022 Q4	$2.59K	Buy	+459	New	+$13.4K	﹤0.01%	2778

Other funds holding DDIV

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TWM

TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NewEdge Advisors's DDIV Position: Q3 2024 in Review

NewEdge Advisors sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q3 2024, closing a stake of 340 shares — an estimated $11.4K sold.

NewEdge Advisors first reported a position in DDIV in Q4 2022 and held it in 7 quarters. The position peaked at $11.6K in Q1 2024. 30 funds tracked by Wall St. Rank hold DDIV as of Q3 2024.

NewEdge Advisors reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 340 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q3 2024, an estimated $11.4K.
NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2022 and held it in 7 quarters.
NewEdge Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $11.6K in Q1 2024.
30 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.