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

Raymond James Financial’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
2026 Q2	$1.62M	Buy	36,017 +5,912	+20%	+$262K	﹤0.01%	3657
2026 Q1	$1.22M	Sell	30,105 -688	-2%	-$29K	﹤0.01%	3723
2025 Q4	$1.28M	Buy	30,793 +7,487	+32%	+$302K	﹤0.01%	3618
2025 Q3	$937K	Buy	23,306 +2,285	+11%	+$88.8K	﹤0.01%	3721
2025 Q2	$803K	Sell	21,021 -425	-2%	-$15.6K	﹤0.01%	3711
2025 Q1	$810K	Buy	21,446 +2,406	+13%	+$93.3K	﹤0.01%	3632
2024 Q4	$719K	Buy	+19,040	New	+$734K	﹤0.01%	3670

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial's DDIV Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 20% in Q2 2026, buying an estimated $262K and bringing the position to 36,017 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Raymond James Financial first reported a position in DDIV in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Raymond James Financial held 36,017 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $1.62M as of Q2 2026.
Raymond James Financial bought 5,912 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $262K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3657 holding.
Raymond James Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.