First Trust Dorsey Wright MoDDIVETF
13F holders, Q1 2025 (March 31)35holders −3
4new positions
8sold out
$37.77avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, down 3 from Q4 2024. 4 opened new positions and 8 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.2M), Commonwealth Equity Services, LLC ($6.3M) and LPL Financial LLC ($5.8M).
- Company
- First Trust Dorsey Wright Mo
- CUSIP
- 33738R696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $548K |
| Exits | 8 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 79,634 shares bought and 210,995 shares sold, net −131,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Virtus Wealth Solutions LLC | 2.78% | Reduce -0.2% | 242,781 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 165,825 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 152,808 | $5.8M |
| Brookwood Investment Group LLC | 0.89% | — | 137,810 | $5.2M |
| Synergy Asset Management, LLC | 0.33% | Add +66.4% | 69,298 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -43.2% | 61,060 | $2.3M |
| Kesler, Norman & Wride, LLC | 0.40% | Add +9.3% | 55,510 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 45,016 | $1.7M |
| Morgan Stanley | 0.00% | Add +0.9% | 34,950 | $1.3M |
| Compound Planning, Inc. | 0.05% | Add +106.8% | 29,542 | $1.1M |
| TCFG Wealth Management, LLC | 0.54% | Add +0.1% | 28,109 | $1.1M |
| Bank of America Corp. | 0.00% | Add +4.8% | 21,473 | $811K |
| Raymond James Financial Inc. | 0.00% | Add +12.6% | 21,446 | $810K |
| Prospera Financial Services Inc | 0.02% | Add +12.4% | 18,546 | $700K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +13.6% | 13,718 | $518K |
| Cetera Investment Advisers | 0.00% | Add +35.9% | 11,189 | $423K |
| Susquehanna International Group, LLP | 0.00% | Reduce -13.1% | 10,344 | $391K |
| UBS Group AG | 0.00% | Add +183.4% | 9,443 | $357K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,817 | $333K |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 7,857 | $297K |
| Advisory Services Network, LLC | 0.00% | No change | 5,627 | $213K |
| HRT Financial LP | 0.00% | New | 5,378 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +18.1% | 5,237 | $198K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $79K |
| Wells Fargo & Company | 0.00% | Reduce -61.8% | 701 | $26K |
| Realta Investment Advisors | 0.01% | No change | 601 | $23K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $16K |
| Farther Finance Advisors, LLC | 0.00% | New | 282 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 205 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 186 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 63 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 59 | $2K |
| AdvisorNet Financial, Inc | 0.00% | New | 45 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 27 | $1K |
"% 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.