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Sound Income Strategies’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Sound Income Strategies’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 		– Sell
-971
Closed -$39.7K – 923
2026
Q1 		$39.7K Hold
971
– – ﹤0.01% 908
2025
Q4 		$42K Buy
+971
New +$39.1K ﹤0.01% 865

Other funds holding DDIV

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Sound Income Strategies's DDIV Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q2 2026, closing a stake of 971 shares — an estimated $39.7K sold.

Sound Income Strategies first reported a position in DDIV in Q4 2025 and held it in 2 quarters. The position peaked at $42K in Q4 2025. 15 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 971 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $39.7K.
  • Sound Income Strategies first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $42K in Q4 2025.
  • 15 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 Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.