First Trust Dorsey Wright MoDDIVETF

13F holders, Q2 2026 (June 30)
42holders +2
7new positions
4sold out
1famous investor
$45.09avg. 13F price*

At the end of Q2 2026, 42 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 2 from Q1 2026. 7 opened new positions and 4 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.4M), Osaic Holdings, Inc. ($7.8M) and LPL Financial LLC ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Dorsey Wright Mo
CUSIP
33738R696
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 25Q1 2024Q2 2024: 26Q2 2024Q3 2024: 30Q3 2024Q4 2024: 38Q4 2024Q1 2025: 35Q1 2025Q2 2025: 35Q2 2025Q3 2025: 40Q3 2025Q4 2025: 43Q4 2025Q1 2026: 40Q1 2026Q2 2026: 42Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$1.1M
Exits4$805K

All 13F filers, Q1 2026 → Q2 2026: 53,012 shares bought and 84,905 shares sold, net −31,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Virtus Wealth Solutions LLC 1.28% Reduce -3.9% 209,344 $9.4M
Osaic Holdings, Inc. 0.01% Add +7.6% 173,802 $7.8M
LPL Financial LLC 0.00% Reduce -0.5% 153,832 $6.9M
Concurrent Investment Advisors, LLC 0.04% Add +6.9% 91,063 $4.1M
Steward Partners Investment Advisory, LLC 0.01% Add +2.4% 64,046 $2.9M
Kesler, Norman & Wride, LLC 0.38% Reduce -8.0% 53,175 $2.4M
Goldman Sachs Group Inc. 0.00% Reduce -0.3% 45,016 $2.0M
Morgan Stanley 0.00% Reduce -17.8% 36,199 $1.6M
Raymond James Financial Inc. 0.00% Add +19.6% 36,017 $1.6M
TCFG Investment Advisors, LLC 0.41% Reduce -0.0% 26,960 $1.2M
Bank of America Corp. 0.00% Reduce -3.5% 19,730 $890K
Prospera Financial Services Inc 0.01% Add +0.2% 17,580 $793K
Compound Planning, Inc. 0.02% Add +1.2% 13,155 $593K
Citadel Advisors 0.00% Reduce -47.5% 13,146 $593K
Cetera Investment Advisers 0.00% Reduce -66.5% 11,993 $541K
HighTower Advisors, LLC 0.00% No change 8,768 $395K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.4% 8,745 $394K
Susquehanna International Group, LLP 0.00% Add +46.4% 7,256 $327K
Envestnet Asset Management Inc. 0.00% Reduce -26.3% 5,413 $244K
Harbour Investments, Inc. 0.00% Reduce -43.3% 5,357 $242K
HighPoint Advisor Group LLC 0.01% No change 5,250 $237K
Manchester Financial Inc. 0.04% New 5,227 $236K
J.W. Cole Advisors, Inc. 0.00% New 5,000 $225K
Janney Montgomery Scott LLC 0.00% New 4,731 $213K
Legacy Capital Wealth Management, LLC 0.10% New 4,717 $213K
Columbia Advisory Partners LLC 0.11% New 4,525 $204K
Rockefeller Capital Management L.P. 0.00% Add +0.2% 2,540 $115K
KERR FINANCIAL PLANNING Corp 0.12% No change 2,385 $108K
MTM Investment Management, LLC 0.01% No change 901 $41K
Fiduciary Financial Advisors 0.00% New 650 $29K
Realta Investment Advisors 0.01% No change 601 $27K
CoreCap Advisors, LLC 0.00% Add +0.5% 432 $19K
Farther Finance Advisors, LLC 0.00% No change 282 $13K
MPWM Advisory Solutions, LLC 0.01% No change 253 $11K
IFP Advisors, Inc 0.00% No change 205 $9K
Geneos Wealth Management Inc. 0.00% Add +100.0% 200 $9K
PNC Financial Services Group, Inc. 0.00% Add +0.5% 190 $9K
Truvestments Capital LLC 0.00% No change 62 $3K
AdvisorNet Financial, Inc 0.00% No change 46 $2K
Darwin Wealth Management, LLC 0.00% No change 27 $1K
IFG Advisory, LLC 0.00% New 10 $451
Wells Fargo & Company 0.00% Reduce -99.9% 1 $65

"% of holder's portfolio" is DDIV's weight in each manager's 13F, not the share of First Trust Dorsey Wright Mo the manager owns.