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DDIV Institutional Ownership

First Trust Dorsey Wright Momentum & Dividend ETF
1W: -0.1% 1M: -2.3% 3M: -2.0% YTD: +5.9% 1Y: +12.0% 3Y: +70.0% 5Y: +59.2%
$44.60
+0.46 (+1.04%)
 
Weekly Expected Move ±1.6%
$43 $44 $45 $45 $46
ETF NASDAQ · AUM $64.3M

Institutional Ownership — DDIV

47
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
7
New Positions
12
Increased
17
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (53 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Virtus Wealth Solutions LLC 209,344 $9M -8,421 -3.9% 7Q SEC ↗
2 OSAIC HOLDINGS, INC. 173,802 $8M +12,267 +7.6% 26Q SEC ↗
3 LPL Financial LLC 153,832 $7M -827 -0.5% 32Q SEC ↗
4 Concurrent Investment Advisors, LLC 91,063 $4M +5,868 +6.9% 5Q SEC ↗
5 Steward Partners Investment Advisory, 64,046 $3M +1,485 +2.4% 17Q SEC ↗
6 Kesler, Norman & Wride, LLC 53,175 $2M -4,649 -8.0% 7Q SEC ↗
7 GOLDMAN SACHS GROUP INC 45,016 $2M -123 -0.3% 14Q SEC ↗
8 MORGAN STANLEY 36,199 $2M -7,813 -17.8% 32Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 36,017 $2M +5,912 +19.6% 7Q SEC ↗
10 TCFG WEALTH MANAGEMENT, LLC 26,969 $1M — +0.0% 7Q SEC ↗
11 TCFG Investment Advisors, LLC 26,960 $1M -9 -0.0% 2Q SEC ↗
12 BANK OF AMERICA CORP /DE 19,730 $880K -705 -3.4% 15Q SEC ↗
13 Prospera Financial Services Inc 17,580 $784K +30 +0.2% 17Q SEC ↗
14 Compound Planning, Inc. 13,155 $587K +151 +1.2% 8Q SEC ↗
15 CITADEL ADVISORS LLC 13,146 $586K -11,912 -47.5% 2Q SEC ↗
16 Cetera Investment Advisers 11,993 $535K -23,755 -66.5% 12Q SEC ↗
17 HighTower Advisors, LLC 8,768 $391K — +0.0% 12Q SEC ↗
18 Cambridge Investment Research Advisors 8,745 $390K +32 +0.4% 20Q SEC ↗
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,256 $324K +2,299 +46.4% 2Q SEC ↗
20 ENVESTNET ASSET MANAGEMENT INC 5,413 $241K -1,931 -26.3% 6Q SEC ↗
21 HARBOUR INVESTMENTS, INC. 5,357 $239K -4,088 -43.3% 2Q SEC ↗
22 HighPoint Advisor Group LLC 5,250 $234K — +0.0% 3Q SEC ↗
23 MANCHESTER FINANCIAL INC NEW 5,227 $233K — +0.0% 1Q SEC ↗
24 J.W. COLE ADVISORS, INC. NEW 5,000 $223K — +0.0% 1Q SEC ↗
25 Janney Montgomery Scott LLC NEW 4,731 $211K — +0.0% 1Q SEC ↗
26 LEGACY CAPITAL WEALTH MANAGEMENT, LLC NEW 4,717 $210K — +0.0% 1Q SEC ↗
27 COLUMBIA ADVISORY PARTNERS LLC NEW 4,525 $202K — +0.0% 1Q SEC ↗
28 Rockefeller Capital Management L.P. 2,540 $113K +5 +0.2% 4Q SEC ↗
29 KERR FINANCIAL PLANNING Corp 2,385 $106K — +0.0% 4Q SEC ↗
30 MTM Investment Management, LLC 901 $40K — +0.0% 23Q SEC ↗
31 FIDUCIARY FINANCIAL ADVISORS NEW 650 $29K — +0.0% 1Q SEC ↗
32 Realta Investment Advisors 601 $27K — +0.0% 10Q SEC ↗
33 CoreCap Advisors, LLC 432 $19K +2 +0.5% 10Q SEC ↗
34 Farther Finance Advisors, LLC 282 $13K — +0.0% 6Q SEC ↗
35 MPWM ADVISORY SOLUTIONS, LLC 253 $11K — +0.0% 5Q SEC ↗
36 IFP Advisors, Inc 205 $9K — +0.0% 8Q SEC ↗
37 Geneos Wealth Management Inc. 200 $9K +100 +100.0% 18Q SEC ↗
38 PNC Financial Services Group, Inc. 190 $8K +1 +0.5% 15Q SEC ↗
39 Truvestments Capital LLC 62 $3K — +0.0% 7Q SEC ↗
40 AdvisorNet Financial, Inc 46 $2K — +0.0% 3Q SEC ↗
41 Darwin Wealth Management, LLC 27 $1K — +0.0% 8Q SEC ↗
42 IFG Advisory, LLC NEW 10 $0K — +0.0% 1Q SEC ↗
43 WELLS FARGO & COMPANY/MN 1 $0K -776 -99.9% 21Q SEC ↗
44 Greenline Wealth Management LLC 0 $0K -11,335 -100.0% 2Q SEC ↗
45 Kestra Advisory Services, LLC 0 $0K -2,408 -100.0% 1Q SEC ↗
46 Synergy Asset Management, LLC 0 $0K -55,678 -100.0% 1Q SEC ↗
47 Advisory Services Network, LLC 0 $0K -385 -100.0% 1Q SEC ↗
48 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -7,205 -100.0% 23Q SEC ↗
49 Western Wealth Management, LLC 0 $0K -3,610 -100.0% 1Q SEC ↗
50 Sound Income Strategies, LLC 0 $0K -971 -100.0% 2Q SEC ↗
Biggest Increases (12)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +12,267 +7.6% 173,802
RAYMOND JAMES FINANCIAL INC +5,912 +19.6% 36,017
Concurrent Investment Advisors, LLC +5,868 +6.9% 91,063
SUSQUEHANNA INTERNATIONAL GROUP, LL +2,299 +46.4% 7,256
Steward Partners Investment Advisor +1,485 +2.4% 64,046
Compound Planning, Inc. +151 +1.2% 13,155
Geneos Wealth Management Inc. +100 +100.0% 200
Cambridge Investment Research Advis +32 +0.4% 8,745
Prospera Financial Services Inc +30 +0.2% 17,580
Rockefeller Capital Management L.P. +5 +0.2% 2,540
CoreCap Advisors, LLC +2 +0.5% 432
PNC Financial Services Group, Inc. +1 +0.5% 190
Biggest Decreases (12)
HolderReducedChange %Total Shares
Cetera Investment Advisers -23,755 -66.5% 11,993
CITADEL ADVISORS LLC -11,912 -47.5% 13,146
Virtus Wealth Solutions LLC -8,421 -3.9% 209,344
MORGAN STANLEY -7,813 -17.8% 36,199
Kesler, Norman & Wride, LLC -4,649 -8.0% 53,175
HARBOUR INVESTMENTS, INC. -4,088 -43.3% 5,357
ENVESTNET ASSET MANAGEMENT INC -1,931 -26.3% 5,413
LPL Financial LLC -827 -0.5% 153,832
WELLS FARGO & COMPANY/MN -776 -99.9% 1
BANK OF AMERICA CORP /DE -705 -3.4% 19,730
GOLDMAN SACHS GROUP INC -123 -0.3% 45,016
TCFG Investment Advisors, LLC -9 -0.0% 26,960

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms