First Trust Dorsey Wright MoDDIVETF
13F holders, Q2 2024 (June 30)26holders +1
3new positions
3sold out
$33.54avg. 13F price*
At the end of Q2 2024, 26 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($13.5M), LPL Financial LLC ($4.7M) and Steward Partners Investment Advisory, LLC ($3.5M).
- Company
- First Trust Dorsey Wright Mo
- CUSIP
- 33738R696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.2M |
| Exits | 3 | $1.6M |
All 13F filers, Q1 2024 → Q2 2024: 206,743 shares bought and 55,035 shares sold, net +151,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 401,683 | $13.5M |
| LPL Financial LLC | 0.00% | Add +35.0% | 140,975 | $4.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +56.2% | 105,751 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +34.7% | 60,635 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 41,070 | $1.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 40,030 | $1.3M |
| Morgan Stanley | 0.00% | Add +66.7% | 31,829 | $1.1M |
| Prospera Financial Services Inc | 0.02% | No change | 16,591 | $556K |
| Old Mission Capital LLC | 0.01% | New | 14,259 | $478K |
| Bank of America Corp. | 0.00% | Add +34.6% | 13,186 | $442K |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 13,106 | $440K |
| Royal Bank of Canada | 0.00% | Add +63.4% | 11,148 | $374K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.8% | 8,804 | $295K |
| Raymond James & Associates | 0.00% | Add +4.3% | 8,243 | $276K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.6% | 7,668 | $257K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.1% | 6,948 | $233K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.0% | 6,695 | $225K |
| Realta Investment Advisors | 0.02% | No change | 2,325 | $78K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $70K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.8% | 1,335 | $45K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 340 | $11K |
| UBS Group AG | 0.00% | Add +65.3% | 195 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 182 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $3K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $43 |
"% 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.