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

First Trust Dorsey Wright Momentum & Dividend ETF logo
$44.69 -0.31 (-0.69%)
As of 06/5/2026
Compare

Institutional Ownership Changes (13F Filings) for First Trust Dorsey Wright Momentum & Dividend ETF (NASDAQ:DDIV)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$21.30M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.23M
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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
5/19/2026 Western Wealth Management LLC3,610$146K0.0%N/A0.233%
5/19/2026 Bank of America Corp DE20,435$826K0.0%+1.5%1.318%
5/14/2026 Compound Planning Inc.13,004$526K0.0%-29.5%0.839%
5/14/2026 Greenline Wealth Management LLC11,335$458K0.5%-19.5%0.731%
5/13/2026 Cetera Investment Advisers35,748$1.45M0.0%+36.2%2.306%
2/19/2026 Compound Planning Inc.18,437$766K0.0%+3.4%1.189%
2/17/2026 Cetera Investment Advisers26,255$1.09M0.0%+42.2%1.694%
2/17/2026 Osaic Holdings Inc.160,198$6.66M0.0%+26.1%10.335%
2/13/2026 Kestra Advisory Services LLC2,408$100K0.0%N/A0.155%
2/13/2026 Greenline Wealth Management LLC14,081$585K0.6%N/A0.908%
2/12/2026 Commonwealth Equity Services LLC6,234$259K0.0%-52.8%0.402%
2/12/2026 Steward Partners Investment Advisory LLC61,284$2.55M0.0%-2.3%3.954%
2/11/2026 Legacy Capital Wealth Management LLC5,485$228K0.1%N/A0.354%
2/11/2026 Janney Montgomery Scott LLC4,848$201K0.0%N/A0.313%
2/11/2026 Insight Advisors LLC PA4,846$201K0.0%N/A0.313%
2/11/2026 LPL Financial LLC142,020$5.90M0.0%+2.4%9.163%
2/10/2026 Goldman Sachs Group Inc.45,016$1.87M0.0%-1.4%2.904%
2/10/2026 Kesler Norman & Wride LLC57,750$2.40M0.4%+13.7%3.726%
2/9/2026 Prospera Financial Services Inc17,211$715K0.0%-5.6%1.110%
2/6/2026 HighTower Advisors LLC8,768$364K0.0%+11.6%0.566%
1/29/2026 Concurrent Investment Advisors LLC79,655$3.31M0.0%+132.0%4.978%
1/29/2026 Virtus Wealth Solutions LLC223,587$9.29M1.8%-5.1%13.974%
1/21/2026 Sound Income Strategies LLC971$42K0.0%N/A0.061%
1/13/2026 Synergy Asset Management LLC55,678$2.31M0.2%N/A3.480%
11/25/2025 KERR FINANCIAL PLANNING Corp6,850$271K0.4%N/A0.403%
11/17/2025 Susquehanna International Group LLP5,761$232K0.0%-84.1%0.339%
11/17/2025 Bank of America Corp DE20,131$809K0.0%+6.0%1.184%
11/14/2025 Raymond James Financial Inc.23,306$937K0.0%+10.9%1.371%
11/14/2025 Newbridge Financial Services Group Inc.17,838$717K0.1%-42.4%1.049%
11/13/2025 UBS Group AG20,251$814K0.0%+25.3%1.191%
11/12/2025 Virtus Wealth Solutions LLC235,649$9.47M1.8%-2.2%13.862%
11/10/2025 Compound Planning Inc.17,838$717K0.0%-42.4%1.049%
11/6/2025 Ameritas Advisory Services LLC3,000$121K0.0%N/A0.176%
11/6/2025 Prospera Financial Services Inc18,224$732K0.0%+2.2%1.072%
11/5/2025 J.W. Cole Advisors Inc.4,993$201K0.0%N/A0.294%
11/5/2025 Envestnet Asset Management Inc.9,068$364K0.0%+13.0%0.533%
11/3/2025 MTM Investment Management LLC901$36K0.0%-56.7%0.053%
11/3/2025 Truist Financial Corp5,453$219K0.0%N/A0.321%
10/27/2025 Concurrent Investment Advisors LLC34,331$1.38M0.0%+139.6%2.019%
10/24/2025 Kesler Norman & Wride LLC50,788$1.92M0.4%-8.6%2.988%
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8/19/2025 Newbridge Financial Services Group Inc.30,955$1.18M0.2%N/A1.821%
8/15/2025 Bank of America Corp DE18,983$725K0.0%-11.6%1.117%
8/14/2025 Raymond James Financial Inc.21,021$803K0.0%-2.0%1.237%
8/12/2025 Steward Partners Investment Advisory LLC63,214$2.42M0.0%+3.5%3.718%
8/6/2025 Prospera Financial Services Inc17,830$681K0.0%-3.9%1.049%
8/1/2025 GGM Financials LLC240,921$9.20M1.8%N/A14.172%
8/1/2025 Envestnet Asset Management Inc.8,027$307K0.0%-9.0%0.472%
7/25/2025 Concurrent Investment Advisors LLC14,330$547K0.0%N/A0.843%
7/23/2025 Virtus Wealth Solutions LLC240,921$9.20M1.9%-0.8%14.172%
5/14/2025Compound Planning Inc.29,542$1.12M0.1%+106.8%1.555%
5/7/2025LPL Financial LLC152,808$5.77M0.0%-2.0%8.043%
5/6/2025Cetera Investment Advisers11,189$423K0.0%+35.9%0.589%
5/6/2025Brookwood Investment Group LLC137,810$5.21M0.9%N/A7.253%
5/1/2025Kesler Norman & Wride LLC55,510$2.10M0.4%+9.3%2.922%
4/23/2025Virtus Wealth Solutions LLC242,781$9.17M2.8%-0.2%12.450%
4/22/2025Cambridge Investment Research Advisors Inc.13,718$518K0.0%+13.6%0.703%
4/22/2025Synergy Asset Management LLC69,298$2.62M0.3%+66.4%3.554%
2/17/2025Cetera Investment Advisers8,235$311K0.0%+7.9%0.412%
2/17/2025Citadel Advisors LLC11,158$421K0.0%-48.5%0.558%
2/17/2025Bank of America Corp DE20,485$774K0.0%+75.7%1.024%
2/13/2025Virtus Wealth Solutions LLC243,310$9.19M2.2%N/A12.166%
2/13/2025Raymond James Financial Inc.19,040$719K0.0%N/A0.952%
2/13/2025Advisory Services Network LLC5,627$213K0.0%N/A0.281%
2/13/2025Wells Fargo & Company MN1,834$69K0.0%+61.6%0.092%
2/12/2025Kesler Norman & Wride LLC50,788$1.92M0.4%N/A2.539%
2/12/2025OLD Mission Capital LLC27,706$1.05M0.0%N/A1.385%
2/11/2025LPL Financial LLC155,968$5.89M0.0%+1.6%7.798%
2/10/2025Commonwealth Equity Services LLC168,995$6.38M0.0%+4.6%8.450%
2/7/2025Independent Advisor Alliance99,122$3.74M0.0%N/A4.956%
2/6/2025Raymond James Financial Inc.19,040$719K0.0%N/A0.952%
2/3/2025Sigma Planning Corp5,929$224K0.0%N/A0.296%
1/31/2025J.W. Cole Advisors Inc.5,383$203K0.0%N/A0.276%
1/17/2025Janney Montgomery Scott LLC5,367$203K0.0%N/A0.298%
10/9/2024Private Advisory Group LLC81,677$3.00M0.4%N/A4.805%
10/8/2024Atomi Financial Group Inc.14,039$516K0.0%N/A0.851%
7/31/2024Commonwealth Equity Services LLC401,683$13.47M0.0%-0.4%25.915%
5/24/2024Cetera Advisors LLC6,012$205K0.0%N/A0.429%
5/1/2024Janney Montgomery Scott LLC21,909$746K0.0%+8.8%1.565%
4/29/2024Commonwealth Equity Services LLC403,224$13.74M0.0%-3.1%28.802%
2/12/2024Steward Partners Investment Advisory LLC76,472$2.33M0.0%-2.3%5.462%
2/8/2024Janney Montgomery Scott LLC20,129$612K0.0%+4.5%1.438%
1/16/2024Raymond James & Associates7,914$241K0.0%N/A0.565%
11/13/2023Kesler Norman & Wride LLC61,096$1.70M0.4%N/A4.073%
11/8/2023Janney 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%
10/23/2023Commonwealth Equity Services LLC411,955$11.45M0.0%-4.0%27.464%
8/10/2023Commonwealth Equity Services LLC428,930$12.16M0.0%+11.1%25.996%
8/9/2023Coastal Investment Advisors Inc.2,632$75K0.0%N/A0.160%
8/8/2023Prospera Financial Services Inc13,221$375K0.0%+3.0%0.801%
7/31/2023LPL Financial LLC261,216$7.40M0.0%-16.5%15.366%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
7/27/2023J.W. Cole Advisors Inc.13,556$384K0.0%-32.3%0.797%
7/26/2023Janney 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%
7/13/2023Cambridge Investment Research Advisors Inc.9,835$279K0.0%-5.9%0.579%
5/11/2023Commonwealth Equity Services LLC386,181$10.70M0.0%+2.6%20.875%
5/10/2023LPL Financial LLC312,807$8.67M0.0%+14.4%16.908%
5/3/2023J.W. Cole Advisors Inc.20,023$555K0.0%+10.0%1.082%
5/3/2023Insight Advisors LLC PA8,386$232K0.1%-27.0%0.453%
4/28/2023Janney Montgomery Scott LLC21,134$586K0.0%+78.3%1.142%
4/26/2023Engrave Wealth Partners LLC7,683$212K0.1%-98.2%0.415%


DDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 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 ($9.29M), GGM Financials LLC ($9.20M), Osaic Holdings Inc. ($6.66M), LPL Financial LLC ($5.90M), Brookwood Investment Group LLC ($5.21M), Independent Advisor Alliance ($3.74M), and Concurrent Investment Advisors LLC ($3.31M).Learn more on First Trust Dorsey Wright Momentum & Dividend ETF's institutional investors.

Of the 38 institutional investors that purchased First Trust Dorsey Wright Momentum & Dividend ETF's 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), GGM Financials LLC ($240.92K), Brookwood Investment Group LLC ($137.81K), Independent Advisor Alliance ($99.12K), Synergy Asset Management LLC ($83.33K), Private Advisory Group LLC ($81.68K), and Concurrent Investment Advisors LLC ($79.66K).

Institutional investors have bought a total of 537,439 shares in the last 24 months. This purchase volume represents approximately $21.30M in transactions.

Of the 14 institutional investors that sold First Trust Dorsey Wright Momentum & Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($30.55K), Virtus Wealth Solutions LLC ($19.19K), Compound Planning Inc. ($18.55K), Newbridge Financial Services Group Inc. ($13.12K), Commonwealth Equity Services LLC ($6.97K), Kesler Norman & Wride LLC ($4.79K), and Greenline Wealth Management LLC ($2.75K).

Institutional investors have sold a total of 104,625 shares in the last 24 months. This volume of shares sold represents approximately $4.23M in transactions.


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This page (NASDAQ:DDIV) was last updated on 6/7/2026 by MarketBeat.com Staff.
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