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

Virtus Wealth Solutions’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	$9.44M	Sell	209,344 -8,421	-4%	-$373K	1.28%	20
2026 Q1	$8.81M	Sell	217,765 -5,822	-3%	-$245K	1.68%	21
2025 Q4	$9.29M	Sell	223,587 -12,062	-5%	-$486K	1.76%	16
2025 Q3	$9.47M	Sell	235,649 -5,272	-2%	-$205K	1.82%	14
2025 Q2	$9.2M	Sell	240,921 -1,860	-0.8%	-$68.2K	1.9%	13
2025 Q1	$9.17M	Sell	242,781 -529	-0.2%	-$20.5K	2.78%	9
2024 Q4	$9.19M	Buy	+243,310	New	+$9.38M	2.17%	11

Other funds holding DDIV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Virtus Wealth Solutions's DDIV Position: Q2 2026 in Review

Virtus Wealth Solutions reduced its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 3.9% in Q2 2026, selling an estimated $373K and leaving 209,344 shares worth $9.44M. The position accounts for 1.28% of the portfolio, ranked #20.

Virtus Wealth Solutions first reported a position in DDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.47M in Q3 2025. 42 funds tracked by Wall St. Rank hold DDIV as of Q2 2026.

Virtus Wealth Solutions held 209,344 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $9.44M as of Q2 2026.
Virtus Wealth Solutions sold 8,421 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q2 2026, an estimated $373K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 1.28% of Virtus Wealth Solutions's portfolio in Q2 2026, its #20 holding.
Virtus Wealth Solutions 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.
Virtus Wealth Solutions's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $9.47M in Q3 2025.
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 Virtus Wealth Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.