FIRST TRUST DORSEY WRIGHT MO (DDIV) Institutional Ownership Changes & 13F Activity

FIRST TRUST DORSEY WRIGHT MO (DDIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Osaic Holdings, Inc., Citadel Advisors Llc, Virtus Wealth Solutions Llc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-11,912-47.5%13,146$592.75KQ2 2026Sep 02, 2026
Osaic Holdings, Inc.Buy+12,267+7.6%173,802$7.84MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,912+19.6%36,017$1.62MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,299+46.4%7,256$327.17KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-776-99.9%1$65.00Q2 2026Aug 14, 2026
Bank Of America CorpSell-705-3.4%19,730$889.62KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+650650$29.31KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-123-0.3%45,016$2.03MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1010$451.00Q2 2026Aug 14, 2026
Morgan StanleySell-7,813-17.8%36,199$1.63MQ2 2026Aug 13, 2026
Legacy Capital Wealth Management, LlcBuy+4,7174,717$212.68KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,485+2.4%64,046$2.89MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+5+0.2%2,540$114.53KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-23,755-66.5%11,993$540.74KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-4,088-43.3%5,357$241.54KQ2 2026Aug 12, 2026
Lpl Financial LlcSell-827-0.5%153,832$6.94MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1+0.5%190$8.57KQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Buy+100+100.0%200$9.02KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+4,7314,731$213.00KQ2 2026Aug 05, 2026
Compound Planning, Inc.Buy+151+1.2%13,155$593.15KQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-1,931-26.3%5,413$244.05KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+32+0.4%8,745$394.00Q2 2026Jul 30, 2026
Concurrent Investment Advisors, LlcBuy+5,868+6.9%91,063$4.11MQ2 2026Jul 27, 2026
Virtus Wealth Solutions LlcSell-8,421-3.9%209,344$9.44MQ2 2026Jul 24, 2026
Kesler, Norman & Wride, LlcSell-4,649-8.0%53,175$2.40MQ2 2026Jul 23, 2026
Columbia Advisory Partners LlcBuy+4,5254,525$204.03KQ2 2026Jul 23, 2026
J.W. Cole Advisors, Inc.Buy+5,0005,000$225.45KQ2 2026Jul 21, 2026
Manchester Financial IncBuy+5,2275,227$235.70KQ2 2026Jul 17, 2026
Tcfg Investment Advisors, LlcSell-9-0.0%26,960$1.22MQ2 2026Jul 17, 2026
Prospera Financial Services IncBuy+30+0.2%17,580$792.67KQ2 2026Jul 15, 2026
Showing 30 of 38

Frequently asked questions about DDIV activity

  • Which institutional owners are buying DDIV?

    Institutional owners buying DDIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DDIV activity?

    "Buy" means an investor increased their reported position in DDIV compared to the prior reporting period. This reflects growing exposure to FIRST TRUST DORSEY WRIGHT MO (DDIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DDIV increasing?

    Institutional interest in DDIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.