First Trust Dorsey Wright MoDDIVETF
13F holders, Q3 2024 (September 30)30holders +4
7new positions
4sold out
1famous investor
$36.78avg. 13F price*
At the end of Q3 2024, 30 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 4 from Q2 2024. 7 opened new positions and 4 sold out. The largest holders were Commonwealth Equity Services, LLC ($5.9M), LPL Financial LLC ($5.6M) and Steward Partners Investment Advisory, LLC ($3.9M). 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $6.5M |
| Exits | 4 | $3.2M |
All 13F filers, Q2 2024 → Q3 2024: 203,374 shares bought and 365,692 shares sold, net −162,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Commonwealth Equity Services, LLC | 0.01% | Reduce -59.8% | 161,611 | $5.9M |
| LPL Financial LLC | 0.00% | Add +8.9% | 153,460 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.4% | 107,289 | $3.9M |
| Private Advisory Group LLC | 0.38% | New | 81,677 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.8% | 45,016 | $1.7M |
| Synergy Asset Management, LLC | 0.23% | New | 41,647 | $1.5M |
| Morgan Stanley | 0.00% | Add +4.7% | 33,327 | $1.2M |
| TCFG Wealth Management, LLC | 0.52% | — | 28,035 | $1.0M |
| Citadel Advisors | 0.00% | New | 21,656 | $796K |
| Susquehanna International Group, LLP | 0.00% | New | 18,286 | $672K |
| Raymond James & Associates | 0.00% | Add +99.4% | 16,437 | $604K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.4% | 16,352 | $601K |
| Compound Planning, Inc. | 0.03% | New | 14,039 | $516K |
| Bank of America Corp. | 0.00% | Reduce -11.6% | 11,658 | $429K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.2% | 9,789 | $360K |
| HighTower Advisors, LLC | 0.00% | No change | 7,668 | $282K |
| Cetera Investment Advisers | 0.00% | Reduce -41.8% | 7,633 | $281K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.7% | 6,114 | $229K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.8% | 5,986 | $220K |
| Royal Bank of Canada | 0.00% | Reduce -48.8% | 5,707 | $210K |
| Realta Investment Advisors | 0.04% | Add +0.0% | 2,326 | $88K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $77K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,335 | $49K |
| Wells Fargo & Company | 0.00% | Add +113400.0% | 1,135 | $42K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $16K |
| IFP Advisors, Inc | 0.00% | New | 205 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 184 | $7K |
| UBS Group AG | 0.00% | Reduce -40.0% | 117 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 27 | $993 |
"% 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.