Truist Financial’s First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF DDIV Stock Holding History

Truist Financial’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
2025 Q4	–	Sell	-5,453	Closed	-$219K	–	2782
2025 Q3	$219K	Buy	+5,453	New	+$212K	﹤0.01%	2504
2022 Q1	–	Sell	-7,269	Closed	-$246K	–	2707
2021 Q4	$246K	Sell	7,269 -305	-4%	-$10.1K	﹤0.01%	2485
2021 Q3	$240K	Buy	7,574 +138	+2%	+$4.3K	﹤0.01%	2474
2021 Q2	$233K	Sell	7,436 -1,913	-20%	-$59.9K	﹤0.01%	2510
2021 Q1	$274K	Sell	9,349 -502	-5%	-$13.7K	﹤0.01%	2340
2020 Q4	$245K	Buy	9,851 +152	+2%	+$3.53K	﹤0.01%	2279
2020 Q3	$204K	Sell	9,699 -1,515	-14%	-$31.7K	﹤0.01%	2253
2020 Q2	$222K	Sell	11,214 -5,564	-33%	-$107K	﹤0.01%	2122
2020 Q1	$301K	Sell	16,778 -143,160	-90%	-$3.49M	﹤0.01%	1862
2019 Q4	$4.25M	Buy	+159,938	New	+$4.19M	0.01%	808

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

SAM

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 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

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

Truist Financial's DDIV Position: Q4 2025 in Review

Truist Financial sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2025, closing a stake of 5,453 shares — an estimated $219K sold.

Truist Financial first reported a position in DDIV in Q4 2019 and held it in 10 quarters. The position peaked at $4.25M in Q4 2019. 43 funds tracked by Wall St. Rank hold DDIV as of Q4 2025.

Truist Financial reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2025 after selling out during the quarter.
Truist Financial sold 5,453 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2025, an estimated $219K.
Truist Financial first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2019 and held it in 10 quarters.
Truist Financial's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $4.25M in Q4 2019.
43 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.