Rockefeller Capital Management’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Rockefeller Capital Management’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	$115K	Buy	2,540 +5	+0.2%	+$222	﹤0.01%	2914
2026 Q1	$103K	Buy	2,535 +2	+0.1%	+$84	﹤0.01%	2857
2025 Q4	$105K	Buy	2,533 +7	+0.3%	+$282	﹤0.01%	2702
2025 Q3	$102K	Buy	+2,526	New	+$98.2K	﹤0.01%	2572
2023 Q1	–	Sell	-209	Closed	-$5K	–	2430
2022 Q4	$5K	Buy	+209	New	+$6.09K	﹤0.01%	3317
2021 Q4	–	Sell	-330	Closed	-$10K	–	3808
2021 Q3	$10K	Buy	330 +2	+0.6%	+$62	﹤0.01%	2881
2021 Q2	$10K	Buy	328 +2	+0.6%	+$63	﹤0.01%	2771
2021 Q1	$9K	Buy	326 +1	+0.3%	+$27	﹤0.01%	2630
2020 Q4	$8K	Sell	325 -32	-9%	-$743	﹤0.01%	2298
2020 Q3	$7K	Sell	357 -235	-40%	-$4.92K	﹤0.01%	2106
2020 Q2	$12K	Sell	592 -10,559	-95%	-$204K	﹤0.01%	1834
2020 Q1	$200K	Sell	11,151 -21,205	-66%	-$517K	﹤0.01%	814
2019 Q4	$860K	Buy	+32,356	New	+$847K	0.01%	481

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

Rockefeller Capital Management's DDIV Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 0.2% in Q2 2026, buying an estimated $222 and bringing the position to 2,540 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Rockefeller Capital Management first reported a position in DDIV in Q4 2019 and has held it in 13 quarters since. The position peaked at $860K in Q4 2019. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Rockefeller Capital Management held 2,540 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $115K as of Q2 2026.
Rockefeller Capital Management bought 5 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $222.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2914 holding.
Rockefeller Capital Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2019 and has held it in 13 quarters since.
Rockefeller Capital Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $860K in Q4 2019.
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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.