First Trust Dorsey Wright MoDDIVETF
13F holders, Q3 2025 (September 30)40holders +5
6new positions
1sold out
$40.05avg. 13F price*
At the end of Q3 2025, 40 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 5 from Q2 2025. 6 opened new positions and 1 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.5M), LPL Financial LLC ($5.6M) and Osaic Holdings, Inc. ($5.1M).
- Company
- First Trust Dorsey Wright Mo
- CUSIP
- 33738R696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $673K |
| Exits | 1 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 184,800 shares bought and 266,671 shares sold, net −81,871 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Virtus Wealth Solutions LLC | 1.82% | Reduce -2.2% | 235,649 | $9.5M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 138,626 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +2267.0% | 127,082 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 62,754 | $2.5M |
| Kesler, Norman & Wride, LLC | 0.38% | Reduce -8.6% | 50,788 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.4% | 45,644 | $1.8M |
| Morgan Stanley | 0.00% | Add +28.3% | 42,888 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +139.6% | 34,331 | $1.4M |
| TCFG Wealth Management, LLC | 0.45% | Add +0.2% | 28,177 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +10.9% | 23,306 | $937K |
| UBS Group AG | 0.00% | Add +25.4% | 20,251 | $814K |
| Bank of America Corp. | 0.00% | Add +6.0% | 20,131 | $809K |
| Cetera Investment Advisers | 0.00% | Add +64.3% | 18,464 | $742K |
| Prospera Financial Services Inc | 0.01% | Add +2.2% | 18,224 | $732K |
| NFSG Corp | 0.11% | Reduce -42.4% | 17,838 | $717K |
| Compound Planning, Inc. | 0.02% | Reduce -42.4% | 17,838 | $717K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -92.0% | 13,201 | $531K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 10,523 | $423K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.0% | 9,068 | $364K |
| HighTower Advisors, LLC | 0.00% | No change | 7,857 | $316K |
| KERR FINANCIAL PLANNING Corp | 0.38% | — | 6,850 | $271K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.1% | 5,761 | $232K |
| Truist Financial Corp. | 0.00% | New | 5,453 | $219K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 4,993 | $201K |
| Ameritas Advisory Services, LLC | 0.01% | New | 3,000 | $121K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,526 | $102K |
| MTM Investment Management, LLC | 0.01% | Reduce -56.7% | 901 | $36K |
| Realta Investment Advisors | 0.01% | No change | 601 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $17K |
| Principal Securities, Inc. | 0.00% | Reduce -8.2% | 428 | $17K |
| Royal Bank of Canada | 0.00% | New | 400 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 385 | $15K |
| Farther Finance Advisors, LLC | 0.00% | No change | 282 | $11K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 253 | $10K |
| IFP Advisors, Inc | 0.00% | No change | 205 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 188 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Truvestments Capital LLC | 0.00% | Reduce -1.6% | 62 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 59 | $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.