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

Synergy Asset 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 Q1	–	Sell	-55,678	Closed	-$2.31M	–	267
2025 Q4	$2.31M	Buy	+55,678	New	+$2.24M	0.24%	69
2025 Q2	–	Sell	-69,298	Closed	-$2.62M	–	195
2025 Q1	$2.62M	Buy	69,298 +27,651	+66%	+$1.07M	0.33%	56
2024 Q4	$1.53M	Hold	41,647	–	–	0.12%	99
2024 Q3	$1.53M	Buy	+41,647	New	+$1.46M	0.23%	70
2021 Q2	–	Sell	-157,289	Closed	-$4.6M	–	107
2021 Q1	$4.6M	Buy	+157,289	New	+$4.3M	1.38%	22

Other funds holding DDIV

VWS

Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Synergy Asset Management's DDIV Position: Q1 2026 in Review

Synergy Asset Management sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q1 2026, closing a stake of 55,678 shares — an estimated $2.31M sold.

Synergy Asset Management first reported a position in DDIV in Q1 2021 and held it in 5 quarters. The position peaked at $4.6M in Q1 2021. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

Synergy Asset Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 55,678 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $2.31M.
Synergy Asset Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2021 and held it in 5 quarters.
Synergy Asset Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $4.6M in Q1 2021.
40 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.