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 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 $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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Virtus Wealth Solutions's DDIV Position: Q1 2026 in Review

Virtus Wealth Solutions reduced its First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) stake by 2.6% in Q1 2026, selling an estimated $245K and leaving 217,765 shares worth $8.81M. The position accounts for 1.68% of the portfolio, ranked #21.

Virtus Wealth Solutions first reported a position in DDIV in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.47M in Q3 2025. 40 funds tracked by Wall St. Rank hold DDIV as of Q1 2026.

Virtus Wealth Solutions held 217,765 shares of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF worth $8.81M as of Q1 2026.
Virtus Wealth Solutions sold 5,822 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q1 2026, an estimated $245K.
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF made up 1.68% of Virtus Wealth Solutions's portfolio in Q1 2026, its #21 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 6 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.
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 Virtus Wealth Solutions's 13F filing for Q1 2026, filed 8 May 2026.