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

TCFG Wealth 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	$1.09M	Hold	26,969	–	–	0.41%	58
2025 Q4	$1.12M	Sell	26,969 -1,208	-4%	-$48.7K	0.44%	55
2025 Q3	$1.13M	Buy	28,177 +68	+0.2%	+$2.64K	0.45%	54
2025 Q2	$1.07M	Hold	28,109	–	–	0.49%	47
2025 Q1	$1.06M	Buy	28,109 +27	+0.1%	+$1.05K	0.53%	47
2024 Q4	$1.06M	Buy	28,082 +47	+0.2%	+$1.81K	0.53%	48
2024 Q3	$1.03M	Buy	+28,035	New	+$982K	0.52%	55

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TCFG Wealth Management's DDIV Position: Q1 2026 in Review

TCFG Wealth Management held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q1 2026 at 26,969 shares worth $1.09M. The position accounts for 0.41% of the portfolio, ranked #58.

TCFG Wealth Management first reported a position in DDIV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

TCFG Wealth Management held 26,969 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $1.09M as of Q1 2026.
TCFG Wealth Management left its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 0.41% of TCFG Wealth Management's portfolio in Q1 2026, its #58 holding.
TCFG Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $1.13M in Q3 2025.
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 TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.