First Trust Dorsey Wright MoDDIVETF
13F holders, Q2 2025 (June 30)35holders
5new positions
5sold out
1famous investor
$38.20avg. 13F price*
At the end of Q2 2025, 35 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, unchanged from Q1 2025. 5 opened new positions and 5 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.2M), Commonwealth Equity Services, LLC ($6.3M) and LPL Financial LLC ($5.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.4M |
| Exits | 5 | $8.2M |
All 13F filers, Q1 2025 → Q2 2025: 125,626 shares bought and 241,625 shares sold, net −115,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Virtus Wealth Solutions LLC | 1.90% | Reduce -0.8% | 240,921 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.3% | 165,393 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -7.9% | 140,754 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.5% | 63,214 | $2.4M |
| Kesler, Norman & Wride, LLC | 0.38% | Add +0.1% | 55,582 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 45,031 | $1.7M |
| Citadel Advisors | 0.00% | New | 43,110 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +251.0% | 36,306 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -4.3% | 33,429 | $1.3M |
| NFSG Corp | 0.19% | New | 30,955 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +4.8% | 30,955 | $1.2M |
| TCFG Wealth Management, LLC | 0.49% | No change | 28,109 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 21,021 | $803K |
| Bank of America Corp. | 0.00% | Reduce -11.6% | 18,983 | $725K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.9% | 17,830 | $681K |
| UBS Group AG | 0.00% | Add +71.1% | 16,156 | $617K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 14,330 | $547K |
| Cetera Investment Advisers | 0.00% | Add +0.5% | 11,239 | $429K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.1% | 11,239 | $429K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.0% | 8,027 | $307K |
| HighTower Advisors, LLC | 0.00% | No change | 7,857 | $300K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 5,369 | $205K |
| MTM Investment Management, LLC | 0.03% | No change | 2,081 | $79K |
| Realta Investment Advisors | 0.01% | No change | 601 | $23K |
| Principal Securities, Inc. | 0.00% | New | 466 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 282 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 253 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 205 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 187 | $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 |
| Darwin Wealth Management, LLC | 0.00% | No change | 27 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -99.9% | 1 | $46 |
"% 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.