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

Steward Partners Investment Advisory’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	$2.89M	Buy	64,046 +1,485	+2%	+$65.8K	0.01%	766
2026 Q1	$2.53M	Buy	62,561 +1,277	+2%	+$53.8K	0.01%	768
2025 Q4	$2.55M	Sell	61,284 -1,470	-2%	-$59.3K	0.01%	687
2025 Q3	$2.52M	Sell	62,754 -460	-0.7%	-$17.9K	0.01%	686
2025 Q2	$2.41M	Buy	63,214 +2,154	+4%	+$79K	0.02%	659
2025 Q1	$2.31M	Sell	61,060 -46,459	-43%	-$1.8M	0.02%	624
2024 Q4	$4.06M	Buy	107,519 +230	+0.2%	+$8.87K	0.04%	428
2024 Q3	$3.95M	Buy	107,289 +1,538	+1%	+$53.9K	0.04%	430
2024 Q2	$3.55M	Buy	105,751 +38,032	+56%	+$1.27M	0.04%	423
2024 Q1	$2.31M	Sell	67,719 -8,753	-11%	-$272K	0.03%	535
2023 Q4	$2.32M	Sell	76,472 -1,823	-2%	-$51.8K	0.03%	463
2023 Q3	$2.18M	Sell	78,295 -386	-0.5%	-$11.1K	0.03%	455
2023 Q2	$2.23M	Buy	78,681 +2,168	+3%	+$59.7K	0.03%	448
2023 Q1	$2.12M	Buy	76,513 +15,722	+26%	+$457K	0.03%	454
2022 Q4	$1.74M	Sell	60,791 -1,291	-2%	-$37.6K	0.03%	492
2022 Q3	$1.67M	Buy	62,082 +2,727	+5%	+$82.6K	0.03%	483
2022 Q2	$1.73M	Buy	+59,355	New	+$1.91M	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	+$165K	0.01%	895

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

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

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

Steward Partners Investment Advisory's DDIV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 2.4% in Q2 2026, buying an estimated $65.8K and bringing the position to 64,046 shares worth $2.89M. The position accounts for 0.01% of the portfolio, ranked #766.

Steward Partners Investment Advisory first reported a position in DDIV in Q3 2019 and has held it in 20 quarters since. The position peaked at $4.06M in Q4 2024. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Steward Partners Investment Advisory held 64,046 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $2.89M as of Q2 2026.
Steward Partners Investment Advisory bought 1,485 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $65.8K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #766 holding.
Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2019 and has held it in 20 quarters since.
Steward Partners Investment Advisory's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $4.06M in Q4 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.