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

First Trust Dorsey Wright Momentum & Dividend ETF logo
$47.04 +0.26 (+0.56%)
As of 08/26/2026 03:59 PM Eastern
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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)
24
Total
Institutional Inflows
(last 12 months)
$10.70M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.99M
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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
8/22/2026 Concurrent Investment Advisors LLC91,063$4.11M0.0%+6.9%5.691%
6/18/2026 Western Wealth Management LLC3,610$146K0.0%N/A0.233%
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%
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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%
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%
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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%
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%


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), Concurrent Investment Advisors LLC ($4.11M), and Independent Advisor Alliance ($3.74M).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), Concurrent Investment Advisors LLC ($85.52K), Synergy Asset Management LLC ($83.33K), and Private Advisory Group LLC ($81.68K).

Institutional investors have bought a total of 258,557 shares in the last 24 months. This purchase volume represents approximately $10.70M in transactions.

Of the 11 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), Compound Planning Inc. ($18.55K), Virtus Wealth Solutions LLC ($17.33K), 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 98,344 shares in the last 24 months. This volume of shares sold represents approximately $3.99M in transactions.


Related Companies

Institutional ownership data for NASDAQ:DDIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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