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First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) Institutional Ownership

First Trust Dorsey Wright Momentum & Dividend ETF logo
$36.76 -0.23 (-0.62%)
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Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Dividend ETF (NASDAQ:DDIV)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$29.84M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$587.53K
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DDIV Institutional Buying and Selling by Quarter

First Trust Dorsey Wright Momentum & Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2025 Compound Planning Inc.29,542$1.12M0.1%+106.8%1.555%
5/7/2025 LPL Financial LLC152,808$5.77M0.0%-2.0%8.043%
5/6/2025 Cetera Investment Advisers11,189$423K0.0%+35.9%0.589%
5/6/2025 Brookwood Investment Group LLC137,810$5.21M0.9%N/A7.253%
5/1/2025 Kesler Norman & Wride LLC55,510$2.10M0.4%+9.3%2.922%
4/23/2025 Virtus Wealth Solutions LLC242,781$9.17M2.8%-0.2%12.450%
4/22/2025 Cambridge Investment Research Advisors Inc.13,718$518K0.0%+13.6%0.703%
4/22/2025 Synergy Asset Management LLC69,298$2.62M0.3%+66.4%3.554%
2/17/2025 Cetera Investment Advisers8,235$311K0.0%+7.9%0.412%
2/17/2025 Citadel Advisors LLC11,158$421K0.0%-48.5%0.558%
2/17/2025 Bank of America Corp DE20,485$774K0.0%+75.7%1.024%
2/13/2025 Virtus Wealth Solutions LLC243,310$9.19M2.2%N/A12.166%
2/13/2025 Raymond James Financial Inc.19,040$719K0.0%N/A0.952%
2/13/2025 Advisory Services Network LLC5,627$213K0.0%N/A0.281%
2/13/2025 Wells Fargo & Company MN1,834$69K0.0%+61.6%0.092%
2/12/2025 Kesler Norman & Wride LLC50,788$1.92M0.4%N/A2.539%
2/12/2025 OLD Mission Capital LLC27,706$1.05M0.0%N/A1.385%
2/11/2025 LPL Financial LLC155,968$5.89M0.0%+1.6%7.798%
2/10/2025 Commonwealth Equity Services LLC168,995$6.38M0.0%+4.6%8.450%
2/7/2025 Independent Advisor Alliance99,122$3.74M0.0%N/A4.956%
2/6/2025 Raymond James Financial Inc.19,040$719K0.0%N/A0.952%
2/3/2025 Sigma Planning Corp5,929$224K0.0%N/A0.296%
1/31/2025 J.W. Cole Advisors Inc.5,383$203K0.0%N/A0.276%
1/17/2025 Janney Montgomery Scott LLC5,367$203K0.0%N/A0.298%
10/9/2024 Private Advisory Group LLC81,677$3.00M0.4%N/A4.805%
10/8/2024 Atomi Financial Group Inc.14,039$516K0.0%N/A0.851%
7/31/2024 Commonwealth Equity Services LLC401,683$13.47M0.0%-0.4%25.915%
5/24/2024Cetera Advisors LLC6,012$205K0.0%N/A0.429%
5/1/2024 Janney Montgomery Scott LLC21,909$746K0.0%+8.8%1.565%
4/29/2024 Commonwealth Equity Services LLC403,224$13.74M0.0%-3.1%28.802%
2/12/2024 Steward Partners Investment Advisory LLC76,472$2.33M0.0%-2.3%5.462%
2/8/2024 Janney Montgomery Scott LLC20,129$612K0.0%+4.5%1.438%
1/16/2024Raymond James & Associates7,914$241K0.0%N/A0.565%
11/13/2023 Kesler Norman & Wride LLC61,096$1.70M0.4%N/A4.073%
11/8/2023 Janney Montgomery Scott LLC19,257$535K0.0%-6.9%1.284%
10/24/2023Raymond James Financial Services Advisors Inc.19,133$532K0.0%-13.7%1.276%
10/23/2023 Commonwealth Equity Services LLC411,955$11.45M0.0%-4.0%27.464%
8/10/2023 Commonwealth Equity Services LLC428,930$12.16M0.0%+11.1%25.996%
8/9/2023 Coastal Investment Advisors Inc.2,632$75K0.0%N/A0.160%
8/8/2023 Prospera Financial Services Inc13,221$375K0.0%+3.0%0.801%
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7/31/2023 LPL Financial LLC261,216$7.40M0.0%-16.5%15.366%
7/27/2023 J.W. Cole Advisors Inc.13,556$384K0.0%-32.3%0.797%
7/26/2023 Janney Montgomery Scott LLC20,676$586K0.0%-2.2%1.216%
7/25/2023Raymond James Financial Services Advisors Inc.22,162$628K0.0%-30.1%1.304%
7/13/2023 Cambridge Investment Research Advisors Inc.9,835$279K0.0%-5.9%0.579%
5/11/2023 Commonwealth Equity Services LLC386,181$10.70M0.0%+2.6%20.875%
5/10/2023 LPL Financial LLC312,807$8.67M0.0%+14.4%16.908%
5/3/2023 J.W. Cole Advisors Inc.20,023$555K0.0%+10.0%1.082%
5/3/2023 Insight Advisors LLC PA8,386$232K0.1%-27.0%0.453%
4/28/2023 Janney Montgomery Scott LLC21,134$586K0.0%+78.3%1.142%
4/26/2023Engrave Wealth Partners LLC7,683$212K0.1%-98.2%0.415%
4/14/2023Raymond James Financial Services Advisors Inc.31,686$878K0.0%-34.1%1.713%
2/21/2023 Insight Advisors LLC PA11,485$324K0.1%-40.3%0.499%
2/10/2023 Coastal Investment Advisors Inc.2,320$66K0.0%+31.9%0.101%
2/8/2023Raymond James Financial Services Advisors Inc.48,110$1.38M0.0%-5.4%2.092%
2/8/2023 Prospera Financial Services Inc12,101$346K0.0%-6.5%0.526%
2/8/2023 Cambridge Investment Research Advisors Inc.9,979$285K0.0%-38.5%0.434%
2/7/2023 Commonwealth Equity Services LLC376,384$10.77M0.0%+5.4%16.365%
2/7/2023 LPL Financial LLC273,432$7.82M0.0%+19.0%11.888%
2/7/2023 Envestnet Asset Management Inc.10,197$292K0.0%N/A0.443%
2/1/2023 Kestra Private Wealth Services LLC10,147$290K0.0%N/A0.441%
1/20/2023Engrave Wealth Partners LLC430,376$12.59M4.4%+0.3%18.712%
12/12/2022 Insight Advisors LLC PA19,236$518K0.2%+5.8%0.819%
11/15/2022 Commonwealth Equity Services LLC357,045$9.62M0.0%+4.2%15.193%
11/3/2022 Motco2,189$59K0.0%N/A0.093%
10/31/2022 J.W. Cole Advisors Inc.17,893$482K0.0%+4.5%0.761%
10/27/2022 Coastal Investment Advisors Inc.1,759$47K0.0%N/A0.075%
10/27/2022 Prospera Financial Services Inc12,940$348K0.0%+327.8%0.551%
10/25/2022Raymond James Financial Services Advisors Inc.50,851$1.37M0.0%-3.7%2.164%
10/14/2022 Private Advisor Group LLC11,276$304K0.0%-70.7%0.460%
10/5/2022Engrave Wealth Partners LLC429,212$11.56M5.4%-0.7%17.519%
9/16/2022 Private Trust Co. NA37,269$1.09M0.2%N/A1.521%
8/12/2022 LPL Financial LLC248,610$7.24M0.0%+14.5%10.147%
8/11/2022 Insight Advisors LLC PA18,180$557K0.2%+67.7%0.742%
8/11/2022Cetera Advisor Networks LLC15,094$439K0.0%+6.5%0.616%
8/8/2022 Prospera Financial Services Inc3,025$88K0.0%N/A0.123%
8/4/2022 Steward Partners Investment Advisory LLC59,355$1.73M0.0%N/A2.423%
8/3/2022 Janney Montgomery Scott LLC11,856$354K0.0%+33.9%0.484%
7/29/2022 Avidian Wealth Solutions LLC8,579$250K0.0%+6.2%0.350%
7/27/2022 J.W. Cole Advisors Inc.17,123$498K0.0%+41.9%0.699%
7/19/2022 Commonwealth Equity Services LLC342,688$9.98M0.0%+1.7%13.987%
7/13/2022 Private Advisor Group LLC38,510$1.12M0.0%+63.7%1.572%
7/13/2022Engrave Wealth Partners LLC432,315$12.59M5.6%-0.4%17.646%
7/13/2022 Cambridge Investment Research Advisors Inc.16,342$476K0.0%+5.0%0.667%
6/10/2022 J.W. Cole Advisors Inc.12,064$405K0.0%N/A0.525%
6/2/2022 Insight Advisors LLC PA10,839$364K0.1%N/A0.471%
5/13/2022 Insight Advisors LLC PA10,839$364K0.1%N/A0.471%
5/12/2022 Private Advisor Group LLC23,520$789K0.0%N/A1.023%
5/10/2022 Western Wealth Management LLC8,000$268K0.0%N/A0.348%
5/4/2022 Advisor Group Holdings Inc.43,412$1.46M0.0%+17.7%1.887%
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5/4/2022 Commonwealth Equity Services LLC337,007$11.31M0.0%+2.7%14.652%
4/19/2022Engrave Wealth Partners LLC433,889$14.56M5.4%N/A14.708%
2/11/2022 Level Four Advisory Services LLC6,051$205K0.0%N/A0.310%
2/8/2022Raymond James Financial Services Advisors Inc.73,213$2.48M0.0%-14.2%3.755%
2/3/2022 Cambridge Investment Research Advisors Inc.37,359$1.27M0.0%+490.3%1.916%
2/3/2022 Advisor Group Holdings Inc.36,899$1.25M0.0%+99.6%1.892%
1/31/2022 Commonwealth Equity Services LLC328,125$11.11M0.0%+6.1%21.169%
1/28/2022 Cottonwood Capital Advisors LLC6,425$217K0.2%N/A0.415%
1/18/2022 Kovack Advisors Inc.12,976$439K0.0%N/A0.865%
11/16/2021Cetera Advisor Networks LLC11,557$366K0.0%N/A0.608%
(Data available from 1/1/2016 forward)

DDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DDIV shares?

During the previous two years, 27 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Dividend ETF. The most heavily invested institutionals were Virtus Wealth Solutions LLC ($9.17M), Commonwealth Equity Services LLC ($6.38M), LPL Financial LLC ($5.77M), Brookwood Investment Group LLC ($5.21M), Independent Advisor Alliance ($3.74M), Private Advisory Group LLC ($3.00M), and Synergy Asset Management LLC ($2.62M).Learn more on DDIV's institutional investors.

Which institutional investors have been buying First Trust Dorsey Wright Momentum & Dividend ETF stock?

Of the 24 institutional investors that purchased First Trust Dorsey Wright Momentum & Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtus Wealth Solutions LLC ($243.31K), Brookwood Investment Group LLC ($137.81K), Kesler Norman & Wride LLC ($116.61K), Independent Advisor Alliance ($99.12K), Private Advisory Group LLC ($81.68K), Commonwealth Equity Services LLC ($50.13K), and Raymond James Financial Inc. ($38.08K).

How much institutional buying is happening at First Trust Dorsey Wright Momentum & Dividend ETF?

Institutional investors have bought a total of 910,532 shares in the last 24 months. This purchase volume represents approximately $33.16M in transactions.

Which First Trust Dorsey Wright Momentum & Dividend ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold First Trust Dorsey Wright Momentum & Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($54.75K), Commonwealth Equity Services LLC ($31.51K), Raymond James Financial Services Advisors Inc. ($12.55K), Citadel Advisors LLC ($10.50K), J.W. Cole Advisors Inc. ($6.47K), Janney Montgomery Scott LLC ($1.88K), and Steward Partners Investment Advisory LLC ($1.82K).

How much institutional selling is happening at First Trust Dorsey Wright Momentum & Dividend ETF?

Institutional investors have sold a total of 120,620 shares in the last 24 months. This volume of shares sold represents approximately $3.63M in transactions.


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This page (NASDAQ:DDIV) was last updated on 5/22/2025 by MarketBeat.com Staff
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