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

Truvestments Capital’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	$2.8K	Hold	62	–	–	﹤0.01%	987
2026 Q1	$2.51K	Hold	62	–	–	﹤0.01%	980
2025 Q4	$2.58K	Hold	62	–	–	﹤0.01%	871
2025 Q3	$2.49K	Sell	62 -1	-2%	-$39	﹤0.01%	908
2025 Q2	$2.41K	Hold	63	–	–	﹤0.01%	820
2025 Q1	$2.38K	Hold	63	–	–	﹤0.01%	844
2024 Q4	$2.38K	Buy	+63	New	+$2.43K	﹤0.01%	812

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

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Truvestments Capital's DDIV Position: Q2 2026 in Review

Truvestments Capital held its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) position steady in Q2 2026 at 62 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Truvestments Capital first reported a position in DDIV in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Truvestments Capital held 62 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $2.8K as of Q2 2026.
Truvestments Capital left its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #987 holding.
Truvestments Capital first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q4 2024 and has held it in 7 quarters since.
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 Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.