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

Western Wealth Management’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
2022 Q4	–	Sell	-8,000	Closed	-$216K	–	641
2022 Q3	$216K	Hold	8,000	–	–	0.01%	726
2022 Q2	$232K	Hold	8,000	–	–	0.01%	691
2022 Q1	$268K	Buy	+8,000	New	+$264K	0.01%	707

Other funds holding DDIV

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Western Wealth Management's DDIV Position: Q4 2022 in Review

Western Wealth Management sold out of First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) in Q4 2022, closing a stake of 8,000 shares — an estimated $216K sold.

Western Wealth Management first reported a position in DDIV in Q1 2022 and held it in 3 quarters. The position peaked at $268K in Q1 2022. 36 funds tracked by Wall St. Rank hold DDIV as of Q4 2022.

Western Wealth Management reported no remaining First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 8,000 First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF shares in Q4 2022, an estimated $216K.
Western Wealth Management first reported a position in First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF in Q1 2022 and held it in 3 quarters.
Western Wealth Management's First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF position peaked at $268K in Q1 2022.
36 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.