First Trust Dorsey Wright MoDDIVETF
13F holders, Q4 2024 (December 31)38holders +8
10new positions
4sold out
1famous investor
$37.73avg. 13F price*
At the end of Q4 2024, 38 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 8 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.2M), Commonwealth Equity Services, LLC ($6.4M) and LPL Financial LLC ($5.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.6M |
| Exits | 4 | $3.7M |
All 13F filers, Q3 2024 → Q4 2024: 230,907 shares bought and 118,091 shares sold, net +112,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Virtus Wealth Solutions LLC | 2.17% | — | 243,310 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 168,995 | $6.4M |
| LPL Financial LLC | 0.00% | Add +1.6% | 155,968 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +0.2% | 107,519 | $4.1M |
| Independent Advisor Alliance | 0.05% | New | 99,122 | $3.7M |
| Kesler, Norman & Wride, LLC | 0.41% | New | 50,788 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 45,016 | $1.7M |
| Synergy Asset Management, LLC | 0.12% | No change | 41,647 | $1.5M |
| Morgan Stanley | 0.00% | Add +4.0% | 34,645 | $1.3M |
| TCFG Wealth Management, LLC | 0.54% | Add +0.2% | 28,082 | $1.1M |
| Old Mission Capital LLC | 0.02% | New | 27,706 | $1.0M |
| Bank of America Corp. | 0.00% | Add +75.7% | 20,485 | $774K |
| Raymond James Financial Inc. | 0.00% | — | 19,040 | $719K |
| Prospera Financial Services Inc | 0.01% | Add +0.9% | 16,492 | $623K |
| Compound Planning, Inc. | 0.03% | Add +1.8% | 14,285 | $540K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.3% | 12,073 | $456K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.9% | 11,902 | $450K |
| Citadel Advisors | 0.00% | Reduce -48.5% | 11,158 | $421K |
| Cetera Investment Advisers | 0.00% | Add +7.9% | 8,235 | $311K |
| HighTower Advisors, LLC | 0.00% | No change | 7,668 | $290K |
| Sigma Planning Corp | 0.01% | New | 5,929 | $224K |
| Advisory Services Network, LLC | 0.00% | New | 5,627 | $213K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,383 | $203K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,367 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +232.2% | 4,435 | $168K |
| UBS Group AG | 0.00% | Add +2747.9% | 3,332 | $126K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $79K |
| Wells Fargo & Company | 0.00% | Add +61.6% | 1,834 | $69K |
| Realta Investment Advisors | 0.01% | Reduce -74.2% | 601 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $16K |
| US Bancorp \de | 0.00% | New | 316 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 205 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 185 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Truvestments Capital LLC | 0.00% | New | 63 | $2K |
| Golden State Wealth Management, LLC | 0.00% | — | 59 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 27 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $189 |
"% 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.