Realta Investment Advisors’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Realta Investment 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
2026 Q2	$27.1K	Hold	601	–	–	0.01%	291
2026 Q1	$24.3K	Hold	601	–	–	0.01%	274
2025 Q4	$25K	Hold	601	–	–	0.01%	271
2025 Q3	$24.1K	Hold	601	–	–	0.01%	257
2025 Q2	$22.9K	Hold	601	–	–	0.01%	250
2025 Q1	$22.7K	Hold	601	–	–	0.01%	255
2024 Q4	$23.1K	Sell	601 -1,725	-74%	-$66.5K	0.01%	274
2024 Q3	$87.8K	Buy	2,326 +1	+0%	+$35	0.04%	217
2024 Q2	$78K	Hold	2,325	–	–	0.02%	491
2024 Q1	$79.2K	Buy	+2,325	New	+$72.4K	0.02%	502
2023 Q4	–	Sell	-2,632	Closed	-$74.6K	–	488
2023 Q3	$74.6K	Hold	2,632	–	–	0.02%	493
2023 Q2	$74.6K	Buy	+2,632	New	+$72.4K	0.02%	520
2023 Q1	–	Sell	-2,320	Closed	-$66.4K	–	480
2022 Q4	$66.4K	Buy	2,320 +561	+32%	+$16.3K	0.02%	530
2022 Q3	$47K	Buy	+1,759	New	+$53.3K	0.01%	533

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Realta Investment Advisors's DDIV Position: Q2 2026 in Review

Realta Investment Advisors held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 601 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Realta Investment Advisors first reported a position in DDIV in Q3 2022 and has held it in 14 quarters since. The position peaked at $87.8K in Q3 2024. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Realta Investment Advisors held 601 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $27.1K as of Q2 2026.
Realta Investment Advisors left its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #291 holding.
Realta Investment Advisors first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2022 and has held it in 14 quarters since.
Realta Investment Advisors's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $87.8K in Q3 2024.
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 Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.