Raymond James & Associates’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Raymond James & Associates’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	$604K	Buy	16,437 +8,194	+99%	+$287K	﹤0.01%	2999
2024 Q2	$276K	Buy	8,243 +337	+4%	+$11.2K	﹤0.01%	3420
2024 Q1	$269K	Sell	7,906 -8	-0.1%	-$249	﹤0.01%	3433
2023 Q4	$241K	Buy	+7,914	New	+$225K	﹤0.01%	3412
2023 Q3	–	Sell	-7,194	Closed	-$204K	–	3823
2023 Q2	$204K	Sell	7,194 -261	-4%	-$7.18K	﹤0.01%	3475
2023 Q1	$207K	Sell	7,455 -202	-3%	-$5.87K	﹤0.01%	3481
2022 Q4	$219K	Buy	+7,657	New	+$223K	﹤0.01%	3402
2020 Q2	–	Sell	-13,081	Closed	-$234K	–	3544
2020 Q1	$234K	Buy	+13,081	New	+$319K	﹤0.01%	2931

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

Raymond James & Associates's DDIV Position: Q3 2024 in Review

Raymond James & Associates increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 99% in Q3 2024, buying an estimated $287K and bringing the position to 16,437 shares worth $604K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Raymond James & Associates first reported a position in DDIV in Q1 2020 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold DDIV as of Q3 2024.

Raymond James & Associates held 16,437 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $604K as of Q3 2024.
Raymond James & Associates bought 8,194 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q3 2024, an estimated $287K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2999 holding.
Raymond James & Associates first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2020 and has held it in 8 quarters since.
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 Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.