First Trust Dorsey Wright MoDDIVETF
13F holders, Q4 2025 (December 31)43holders +3
8new positions
8sold out
$41.55avg. 13F price*
At the end of Q4 2025, 43 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, up 3 from Q3 2025. 8 opened new positions and 8 sold out. The largest holders were Virtus Wealth Solutions LLC ($9.3M), Osaic Holdings, Inc. ($6.7M) and LPL Financial LLC ($5.9M).
- Company
- First Trust Dorsey Wright Mo
- CUSIP
- 33738R696
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 8 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 182,145 shares bought and 87,656 shares sold, net +94,489 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Virtus Wealth Solutions LLC | 1.76% | Reduce -5.1% | 223,587 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +26.1% | 160,198 | $6.7M |
| LPL Financial LLC | 0.00% | Add +2.5% | 142,020 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +132.0% | 79,655 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.3% | 61,284 | $2.5M |
| Kesler, Norman & Wride, LLC | 0.41% | Add +13.7% | 57,750 | $2.4M |
| Synergy Asset Management, LLC | 0.24% | New | 55,678 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 45,016 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -7.5% | 39,682 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +32.1% | 30,793 | $1.3M |
| TCFG Wealth Management, LLC | 0.44% | Reduce -4.3% | 26,969 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +42.2% | 26,255 | $1.1M |
| Bank of America Corp. | 0.00% | Add +0.0% | 20,133 | $836K |
| Compound Planning, Inc. | 0.02% | Add +3.4% | 18,437 | $766K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.6% | 17,211 | $715K |
| Greenline Wealth Management LLC | 0.61% | — | 14,081 | $585K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.1% | 8,829 | $367K |
| HighTower Advisors, LLC | 0.00% | Add +11.6% | 8,768 | $364K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.0% | 7,348 | $305K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -52.8% | 6,234 | $259K |
| HighPoint Advisor Group LLC | 0.01% | New | 6,000 | $249K |
| Legacy Capital Wealth Management, LLC | 0.14% | — | 5,485 | $228K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.4% | 4,971 | $206K |
| Insight Advisors, LLC/ PA | 0.03% | New | 4,846 | $201K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,848 | $201K |
| KERR FINANCIAL PLANNING Corp | 0.15% | Reduce -62.5% | 2,567 | $109K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 2,533 | $105K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,408 | $100K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,753 | $73K |
| Sound Income Strategies, LLC | 0.00% | New | 971 | $42K |
| MTM Investment Management, LLC | 0.01% | No change | 901 | $37K |
| Realta Investment Advisors | 0.01% | No change | 601 | $25K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 282 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 253 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 205 | $9K |
| UBS Group AG | 0.00% | Reduce -99.0% | 192 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 189 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 62 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 46 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 27 | $1K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $35 |
"% 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.