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

Private Advisor 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
2022 Q4	–	Sell	-11,276	Closed	-$304K	–	1726
2022 Q3	$304K	Sell	11,276 -27,234	-71%	-$825K	﹤0.01%	1465
2022 Q2	$1.12M	Buy	38,510 +14,990	+64%	+$482K	0.01%	1009
2022 Q1	$789K	Buy	+23,520	New	+$776K	0.01%	1205

Other funds holding DDIV

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

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

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

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Private Advisor Group's DDIV Position: Q4 2022 in Review

Private Advisor Group sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2022, closing a stake of 11,276 shares — an estimated $304K sold.

Private Advisor Group first reported a position in DDIV in Q1 2022 and held it in 3 quarters. The position peaked at $1.12M in Q2 2022. 36 funds tracked by Wall St. Rank hold DDIV as of Q4 2022.

Private Advisor Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2022 after selling out during the quarter.
Private Advisor Group sold 11,276 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2022, an estimated $304K.
Private Advisor Group 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 3 quarters.
Private Advisor Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $1.12M in Q2 2022.
36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2022.

Based on Private Advisor Group's 13F filing for Q4 2022, filed 18 Jan 2023.