Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
63,214
+2,154
| +4% | +$82.3K | 0.02% | 659 |
|
|
2025
Q1 | $2.31M | Sell |
61,060
-46,459
| -43% | -$1.75M | 0.02% | 624 |
|
|
2024
Q4 | $4.06M | Buy |
107,519
+230
| +0.2% | +$8.69K | 0.04% | 428 |
|
|
2024
Q3 | $3.95M | Buy |
107,289
+1,538
| +1% | +$56.6K | 0.04% | 430 |
|
|
2024
Q2 | $3.55M | Buy |
105,751
+38,032
| +56% | +$1.28M | 0.04% | 423 |
|
|
2024
Q1 | $2.31M | Sell |
67,719
-8,753
| -11% | -$298K | 0.03% | 535 |
|
|
2023
Q4 | $2.32M | Sell |
76,472
-1,823
| -2% | -$55.4K | 0.03% | 463 |
|
|
2023
Q3 | $2.18M | Sell |
78,295
-386
| -0.5% | -$10.7K | 0.03% | 455 |
|
|
2023
Q2 | $2.23M | Buy |
78,681
+2,168
| +3% | +$61.4K | 0.03% | 448 |
|
|
2023
Q1 | $2.12M | Buy |
76,513
+15,722
| +26% | +$436K | 0.03% | 454 |
|
|
2022
Q4 | $1.74M | Sell |
60,791
-1,291
| -2% | -$36.9K | 0.03% | 492 |
|
|
2022
Q3 | $1.67M | Buy |
62,082
+2,727
| +5% | +$73.4K | 0.03% | 483 |
|
|
2022
Q2 | $1.73M | Buy |
+59,355
| New | +$1.73M | 0.03% | 474 |
|
|
2020
Q2 | – | Sell |
-6,462
| Closed | -$115K | – | 2673 |
|
|
2020
Q1 | $115K | Hold |
6,462
| – | – | ﹤0.01% | 948 |
|
|
2019
Q4 | $171K | Hold |
6,462
| – | – | 0.01% | 929 |
|
|
2019
Q3 | $168K | Buy |
+6,462
| New | +$168K | 0.01% | 895 |
|