First Trust Dorsey Wright MoDDIVETF
13F holders, Q1 2024 (March 31)25holders
1famous investor
$34.04avg. 13F price*
At the end of Q1 2024, 25 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($13.7M), LPL Financial LLC ($3.6M) and Steward Partners Investment Advisory, LLC ($2.3M). 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $973K |
| Exits | 3 | $1.3M |
Ownership 25 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.1% | 403,224 | $13.7M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 104,430 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -11.4% | 67,719 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 45,016 | $1.5M |
| Citadel Advisors | 0.00% | New | 25,804 | $879K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 21,909 | $746K |
| Morgan Stanley | 0.00% | Reduce -3.9% | 19,096 | $651K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.9% | 16,591 | $565K |
| Cetera Investment Advisers | 0.00% | Add +72.0% | 12,780 | $435K |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 9,798 | $334K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 8,962 | $305K |
| HighTower Advisors, LLC | 0.00% | No change | 8,579 | $293K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.3% | 7,997 | $272K |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 7,906 | $269K |
| Royal Bank of Canada | 0.00% | Add +1649.2% | 6,822 | $232K |
| Level Four Advisory Services, LLC | 0.01% | No change | 6,973 | $212K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.8% | 4,570 | $156K |
| Realta Investment Advisors | 0.02% | New | 2,325 | $79K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $71K |
| CoreCap Advisors, LLC | 0.00% | New | 430 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 340 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 182 | $6K |
| Tidemark, LLC | 0.00% | No change | 150 | $5K |
| UBS Group AG | 0.00% | Reduce -91.7% | 118 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $3K |
"% 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.