First Trust Dorsey Wright MoDDIVETF
13F holders, Q1 2026 (March 31)40holders −3
4new positions
8sold out
1famous investor
$40.45avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding First Trust Dorsey Wright Mo (DDIV) in their 13F filings, down 3 from Q4 2025. 4 opened new positions and 8 sold out. The largest holders were Virtus Wealth Solutions LLC ($8.8M), Osaic Holdings, Inc. ($6.5M) and LPL Financial LLC ($6.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 8 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 77,048 shares bought and 95,922 shares sold, net −18,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Virtus Wealth Solutions LLC | 1.68% | Reduce -2.6% | 217,765 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 161,535 | $6.5M |
| LPL Financial LLC | 0.00% | Add +8.9% | 154,659 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +7.0% | 85,195 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.1% | 62,561 | $2.5M |
| Kesler, Norman & Wride, LLC | 0.40% | Add +0.1% | 57,824 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 45,139 | $1.8M |
| Morgan Stanley | 0.00% | Add +10.9% | 44,012 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +36.2% | 35,748 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 30,105 | $1.2M |
| TCFG Wealth Management, LLC | 0.41% | No change | 26,969 | $1.1M |
| TCFG Investment Advisors, LLC | 0.41% | — | 26,969 | $1.1M |
| Citadel Advisors | 0.00% | New | 25,058 | $1.0M |
| Bank of America Corp. | 0.00% | Add +1.5% | 20,435 | $826K |
| Prospera Financial Services Inc | 0.01% | Add +2.0% | 17,550 | $710K |
| Compound Planning, Inc. | 0.02% | Reduce -29.5% | 13,004 | $526K |
| Greenline Wealth Management LLC | 0.53% | Reduce -19.5% | 11,335 | $458K |
| Harbour Investments, Inc. | 0.01% | New | 9,445 | $382K |
| HighTower Advisors, LLC | 0.00% | No change | 8,768 | $355K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 8,713 | $352K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 7,344 | $297K |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.6% | 7,205 | $291K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -12.5% | 5,250 | $212K |
| Susquehanna International Group, LLP | 0.00% | New | 4,957 | $200K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Reduce -7.1% | 2,385 | $105K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 2,535 | $103K |
| Sound Income Strategies, LLC | 0.00% | No change | 971 | $40K |
| MTM Investment Management, LLC | 0.01% | No change | 901 | $36K |
| Wells Fargo & Company | 0.00% | Add +77600.0% | 777 | $31K |
| Realta Investment Advisors | 0.01% | No change | 601 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 430 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 385 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 282 | $12K |
| 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% | No change | 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% | No change | 46 | $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.