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

Raymond James Financial Services 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	-40,030	Closed	-$1.34M	–	3469
2024 Q2	$1.34M	Buy	+40,030	New	+$1.33M	﹤0.01%	1898
2023 Q4	–	Sell	-19,133	Closed	-$532K	–	3331
2023 Q3	$532K	Sell	19,133 -3,029	-14%	-$86.9K	﹤0.01%	2291
2023 Q2	$628K	Sell	22,162 -9,524	-30%	-$262K	﹤0.01%	2209
2023 Q1	$878K	Sell	31,686 -16,424	-34%	-$477K	﹤0.01%	1989
2022 Q4	$1.38M	Sell	48,110 -2,741	-5%	-$79.8K	﹤0.01%	1650
2022 Q3	$1.37M	Sell	50,851 -1,961	-4%	-$59.4K	﹤0.01%	1643
2022 Q2	$1.54M	Sell	52,812 -2,126	-4%	-$68.3K	﹤0.01%	1592
2022 Q1	$1.84M	Sell	54,938 -18,275	-25%	-$603K	﹤0.01%	1548
2021 Q4	$2.48M	Sell	73,213 -12,131	-14%	-$402K	﹤0.01%	1392
2021 Q3	$2.71M	Buy	85,344 +43,655	+105%	+$1.36M	0.01%	1309
2021 Q2	$1.31M	Buy	41,689 +31,804	+322%	+$996K	﹤0.01%	1761
2021 Q1	$289K	Buy	+9,885	New	+$270K	﹤0.01%	2647

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 Financial Services Advisors's DDIV Position: Q3 2024 in Review

Raymond James Financial Services 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 40,030 shares — an estimated $1.34M sold.

Raymond James Financial Services Advisors first reported a position in DDIV in Q1 2021 and held it in 12 quarters. The position peaked at $2.71M in Q3 2021. 30 funds tracked by Wall St. Rank hold DDIV as of Q3 2024.

Raymond James Financial Services 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.
Raymond James Financial Services Advisors sold 40,030 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q3 2024, an estimated $1.34M.
Raymond James Financial Services Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2021 and held it in 12 quarters.
Raymond James Financial Services Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $2.71M in Q3 2021.
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 Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.