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

$34.13
+0.01 (+0.03%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$3.32M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.04M
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DDIV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC21,909$746K0.0%+8.8%1.565%
4/29/2024Commonwealth Equity Services LLC403,224$13.74M0.0%-3.1%28.802%
2/12/2024 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%
1/16/2024 Raymond 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%
10/24/2023 Raymond 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%
8/9/2023 Coastal Investment Advisors Inc.2,632$75K0.0%N/A0.160%
8/8/2023Prospera Financial Services Inc13,221$375K0.0%+3.0%0.801%
7/31/2023 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%
7/25/2023 Raymond 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%
5/11/2023Commonwealth 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%
4/14/2023 Raymond 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%
2/8/2023 Raymond James Financial Services Advisors Inc.48,110$1.38M0.0%-5.4%2.092%
2/8/2023Prospera 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%
2/7/2023Commonwealth 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%
11/15/2022Commonwealth 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%
10/27/2022Prospera Financial Services Inc12,940$348K0.0%+327.8%0.551%
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10/25/2022 Raymond 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%
8/11/2022 Cetera Advisor Networks LLC15,094$439K0.0%+6.5%0.616%
8/8/2022Prospera 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%
7/19/2022Commonwealth 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%
5/4/2022Commonwealth 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%
2/8/2022 Raymond 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%
1/31/2022Commonwealth 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%
11/16/2021 Cetera Advisor Networks LLC11,557$366K0.0%N/A0.608%
11/16/2021 LPL Financial LLC50,459$1.60M0.0%-3.9%2.656%
11/16/2021 MML Investors Services LLC27,742$879K0.0%+1.9%1.460%
11/15/2021 Flow Traders U.S. LLC15,282$484K0.0%N/A0.804%
11/10/2021 Goldman Sachs Group Inc.18,426$584K0.0%-33.0%0.996%
11/5/2021 Advisor Group Holdings Inc.18,483$585K0.0%-81.1%0.999%
11/2/2021 Raymond James Financial Services Advisors Inc.85,344$2.71M0.0%+104.7%6.096%
11/2/2021 Cambridge Investment Research Advisors Inc.6,329$201K0.0%N/A0.384%
10/29/2021Commonwealth Equity Services LLC309,190$9.80M0.0%-2.4%22.085%
10/21/2021 Kestra Private Wealth Services LLC9,489$301K0.0%-87.5%0.678%
8/16/2021 Royal Bank of Canada31,197$977K0.0%+105.4%2.228%
8/16/2021 Goldman Sachs Group Inc.27,512$862K0.0%-26.0%1.965%
8/16/2021 MML Investors Services LLC27,213$853K0.0%+2.2%1.944%
8/13/2021 LPL Financial LLC52,534$1.65M0.0%+66.4%3.752%
8/12/2021 Advisory Services Network LLC16,031$502K0.0%+86.0%1.145%
8/11/2021Commonwealth Equity Services LLC316,864$9.93M0.0%+0.4%22.633%
8/9/2021Level Four Financial LLC7,495$235K0.1%-22.8%0.500%
8/2/2021 Advisor Group Holdings Inc.97,774$3.06M0.0%+9,466.9%6.518%
8/1/2021 Kestra Private Wealth Services LLC75,743$2.37M0.1%N/A5.050%
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6/5/2021 Advisory Services Network LLC8,617$252K0.0%+113.4%0.574%
5/18/2021 Morgan Stanley23,956$701K0.0%+69.8%1.711%
5/18/2021 Citadel Advisors LLC19,122$559K0.0%N/A1.366%
5/17/2021 Royal Bank of Canada15,192$444K0.0%+96.1%1.085%
5/17/2021 Synergy Financial Management LLC157,289$4.60M1.4%N/A11.235%
5/17/2021 Goldman Sachs Group Inc.37,201$1.09M0.0%N/A2.657%
5/14/2021 MML Investors Services LLC26,622$779K0.0%+134.2%1.902%
5/10/2021Harbor Financial Services LLC9,706$284K0.1%-9.1%0.747%
5/5/2021 Avidian Wealth Solutions LLC8,079$236K0.0%N/A0.621%
5/4/2021Commonwealth Equity Services LLC315,539$9.23M0.0%-18.3%24.272%
(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, 20 institutional investors and hedge funds held shares of First Trust Dorsey Wright Momentum & Dividend ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($13.74M), LPL Financial LLC ($7.40M), Steward Partners Investment Advisory LLC ($2.33M), Kesler Norman & Wride LLC ($1.70M), Private Trust Co. NA ($1.09M), Janney Montgomery Scott LLC ($746K), and Raymond James Financial Services Advisors Inc. ($532K).Learn more on DDIV's institutional investors.

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

Of the 19 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: LPL Financial LLC ($114.65K), Commonwealth Equity Services LLC ($91.92K), Kesler Norman & Wride LLC ($61.10K), Steward Partners Investment Advisory LLC ($59.36K), Private Trust Co. NA ($37.27K), J.W. Cole Advisors Inc. ($19.71K), and Insight Advisors LLC PA ($19.24K).

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

Institutional investors have bought a total of 485,266 shares in the last 24 months. This purchase volume represents approximately $24.56M in transactions.

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

Of the 11 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: Engrave Wealth Partners LLC ($427.37K), LPL Financial LLC ($51.59K), Raymond James Financial Services Advisors Inc. ($33.68K), Commonwealth Equity Services LLC ($29.97K), Private Advisor Group LLC ($27.23K), Insight Advisors LLC PA ($10.85K), and Cambridge Investment Research Advisors Inc. ($6.87K).

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

Institutional investors have sold a total of 598,560 shares in the last 24 months. This volume of shares sold represents approximately $30.39M in transactions.


This page (NASDAQ:DDIV) was last updated on 5/18/2024 by MarketBeat.com Staff

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