UBS Group
DDIV icon

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

UBS Group’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
-192
Closed -$7.98K – 10611
2025
Q4 		$7.98K Sell
192
-20,059
-99% -$809K ﹤0.01% 8405
2025
Q3 		$814K Buy
20,251
+4,095
+25% +$159K ﹤0.01% 5730
2025
Q2 		$617K Buy
16,156
+6,713
+71% +$246K ﹤0.01% 5845
2025
Q1 		$357K Buy
9,443
+6,111
+183% +$237K ﹤0.01% 6115
2024
Q4 		$126K Buy
3,332
+3,215
+2,748% +$124K ﹤0.01% 6732
2024
Q3 		$4.3K Sell
117
-78
-40% -$2.73K ﹤0.01% 8155
2024
Q2 		$6.54K Buy
195
+77
+65% +$2.57K ﹤0.01% 7910
2024
Q1 		$4.02K Sell
118
-1,299
-92% -$40.4K ﹤0.01% 7671
2023
Q4 		$43.1K Buy
+1,417
New +$40.2K ﹤0.01% 6630
2023
Q3 		– Sell
-2,833
Closed -$80.3K – 9547
2023
Q2 		$80.3K Buy
2,833
+2,269
+402% +$62.4K ﹤0.01% 6177
2023
Q1 		$15.6K Sell
564
-5,333
-90% -$155K ﹤0.01% 7282
2022
Q4 		$169K Sell
5,897
-3,511
-37% -$102K ﹤0.01% 5604
2022
Q3 		$253K Buy
+9,408
New +$285K ﹤0.01% 4888
2022
Q1 		– Sell
-2,862
Closed -$97K – 10359
2021
Q4 		$97K Buy
2,862
+1,988
+227% +$65.9K ﹤0.01% 6337
2021
Q3 		$28K Buy
874
+446
+104% +$13.9K ﹤0.01% 6814
2021
Q2 		$13K Buy
+428
New +$13.4K ﹤0.01% 7773
2021
Q1 		– Sell
-1,405
Closed -$35K – 9066
2020
Q4 		$35K Sell
1,405
-2,581
-65% -$59.9K ﹤0.01% 6497
2020
Q3 		$84K Buy
+3,986
New +$83.4K ﹤0.01% 5283
2020
Q2 		– Sell
-790
Closed -$14K – 7997
2020
Q1 		$14K Buy
+790
New +$19.3K ﹤0.01% 6716
2019
Q3 		– Sell
-3,116
Closed -$78K – 8037
2019
Q2 		$78K Sell
3,116
-972
-24% -$23.9K ﹤0.01% 5569
2019
Q1 		$99K Sell
4,088
-7,312
-64% -$169K ﹤0.01% 5074
2018
Q4 		$236K Buy
11,400
+8,094
+245% +$187K ﹤0.01% 4839
2018
Q3 		$83K Buy
+3,306
New +$84K ﹤0.01% 5747

Other funds holding DDIV

VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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 22.89% 1-Year Est. Return
KNW
Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's DDIV Position: Q1 2026 in Review

UBS Group sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q1 2026, closing a stake of 192 shares — an estimated $7.98K sold.

UBS Group first reported a position in DDIV in Q3 2018 and held it in 23 quarters. The position peaked at $814K in Q3 2025. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

  • UBS Group 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.
  • UBS Group sold 192 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $7.98K.
  • UBS Group first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q3 2018 and held it in 23 quarters.
  • UBS Group's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $814K 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.