Who Owns DDIV?
First Trust Dorsey Wright Momentum & Dividend ETF — Institutional Ownership & 13F Holdings
$43.99
-0.20 (-0.46%)
Market Cap
$66.5M
Shares Outstanding
1,426,113
Institutional Holders
34
Total Inst. Value
$31.8M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
8
Closed Positions
8
Increased
14
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | $9.2M | 242,781 |
| 2 | Brookwood Investment Group LLCNew | $5.2M | 137,810 |
| 3 | Synergy Asset Management, LLC | $2.6M | 69,298 |
| 4 | Steward Partners Investment Advisory, LLC | $2.3M | 61,060 |
| 5 | Kesler, Norman & Wride, LLC | $2.1M | 55,510 |
| 6 | GOLDMAN SACHS GROUP INC | $1.7M | 45,016 |
| 7 | MORGAN STANLEY | $1.3M | 34,950 |
| 8 | Compound Planning, Inc. | $1.1M | 29,542 |
| 9 | TCFG WEALTH MANAGEMENT, LLCNew | $1.1M | 28,109 |
| 10 | RAYMOND JAMES FINANCIAL INC | $810K | 21,446 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Brookwood Investment Group LLCNew | +138K | $5.2M |
| Synergy Asset Management, LLC | +28K | $2.6M |
| Kesler, Norman & Wride, LLC | +5K | $2.1M |
| MORGAN STANLEY | +305 | $1.3M |
| Compound Planning, Inc. | +15K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Steward Partners Investment Advisory, LLC | -46K | $2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | -3K | $6K |
| LPL Financial LLC | -3K | $6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -2K | $391K |
| WELLS FARGO & COMPANY/MN | -1K | $26K |
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Frequently Asked Questions
How many institutional investors hold DDIV?
As of Q1 2025, 34 institutional investors report holding DDIV (First Trust Dorsey Wright Momentum & Dividend ETF) in their 13F filings.
Which hedge fund owns the most DDIV?
The largest institutional holder of DDIV is Virtus Wealth Solutions LLC with $9.2M in shares.
Are institutions buying or selling DDIV?
This quarter, 8 institutions opened new positions in DDIV and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.