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

Private Advisory 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
2024 Q4	–	Sell	-81,677	Closed	-$3M	–	218
2024 Q3	$3M	Buy	+81,677	New	+$2.86M	0.36%	63
2023 Q1	–	Sell	-45,712	Closed	-$1.31M	–	207
2022 Q4	$1.31M	Buy	45,712 +7,968	+21%	+$232K	0.29%	82
2022 Q3	$1.02M	Buy	+37,744	New	+$1.14M	0.23%	93
2022 Q2	–	Sell	-33,230	Closed	-$1.11M	–	169
2022 Q1	$1.11M	Buy	+33,230	New	+$1.1M	0.22%	78
2021 Q1	–	Sell	-18,962	Closed	-$471K	–	128
2020 Q4	$471K	Buy	18,962 +3,204	+20%	+$74.4K	0.16%	98
2020 Q3	$332K	Buy	+15,758	New	+$330K	0.13%	92

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 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

Private Advisory Group's DDIV Position: Q4 2024 in Review

Private Advisory Group sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2024, closing a stake of 81,677 shares — an estimated $3M sold.

Private Advisory Group first reported a position in DDIV in Q3 2020 and held it in 6 quarters. The position peaked at $3M in Q3 2024. 38 funds tracked by Wall St. Rank hold DDIV as of Q4 2024.

Private Advisory Group reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2024 after selling out during the quarter.
Private Advisory Group sold 81,677 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2024, an estimated $3M.
Private Advisory Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2020 and held it in 6 quarters.
Private Advisory Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $3M in Q3 2024.
38 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2024.

Based on Private Advisory Group's 13F filing for Q4 2024, filed 14 Feb 2025.