FIRST TRUST DORSEY WRIGHT MO (DDIV) Institutional Shareholders
FIRST TRUST DORSEY WRIGHT MO (DDIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $47.14M in DDIV holdings during the latest filing period.
Virtus Wealth Solutions Llc is currently the largest disclosed institutional shareholder of DDIV tracked by InsiderSet, reporting ownership valued at approximately $9.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.44M, representing an estimated gain of +0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed DDIV value among the investors covered in this analysis. Major shareholders include Virtus Wealth Solutions Llc, Osaic Holdings, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST DORSEY WRIGHT MO (DDIV).
This page ranks the largest institutional DDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$47.14M
Largest Holder
Virtus Wealth Solutions Llc
Largest Position
$9.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Virtus Wealth Solutions Llc | 1.28% | 209,344 | $9,439,230 | $9,444,910 | +$5,680 | +0.06% | |
| Osaic Holdings, Inc. | 0.01% | 173,802 | $7,839,266 | $7,841,373 | +$2,107 | +0.03% | |
| Lpl Financial Llc | 0.00% | 153,832 | $6,936,221 | $6,940,392 | +$4,171 | +0.06% | |
| Concurrent Investment Advisors, Llc | 0.04% | 91,063 | $4,105,996 | $4,108,462 | +$2,466 | +0.06% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 64,046 | $2,887,802 | $2,889,544 | +$1,742 | +0.06% | |
| Kesler, Norman & Wride, Llc | 0.38% | 53,175 | $2,397,619 | $2,399,081 | +$1,462 | +0.06% | |
| Goldman Sachs Group Inc | 0.00% | 45,016 | $2,029,749 | $2,030,973 | +$1,224 | +0.06% | |
| Morgan Stanley | 0.00% | 36,199 | $1,632,234 | $1,633,179 | +$945 | +0.06% | |
| Raymond James Financial Inc | 0.00% | 36,017 | $1,623,989 | $1,624,968 | +$979 | +0.06% | |
| Tcfg Investment Advisors, Llc | 0.41% | 26,960 | $1,215,613 | $1,216,346 | +$733 | +0.06% | |
| Tcfg Wealth Management, Llc | 0.41% | 26,969 | $1,090,721 | $1,216,752 | +$126,031 | +11.55% | |
| Bank Of America Corp | 0.00% | 19,730 | $889,618 | $890,152 | +$534 | +0.06% | |
| Prospera Financial Services Inc | 0.01% | 17,580 | $792,675 | $793,152 | +$477 | +0.06% | |
| Compound Planning, Inc. | 0.02% | 13,155 | $593,148 | $593,510 | +$362 | +0.06% | |
| Citadel Advisors Llc | 0.00% | 13,146 | $592,747 | $593,104 | +$357 | +0.06% | |
| Cetera Investment Advisers | 0.00% | 11,993 | $540,741 | $541,085 | +$344 | +0.06% | |
| Susquehanna International Group, Llp | 0.00% | 7,256 | $327,169 | $327,367 | +$198 | +0.06% | |
| Envestnet Asset Management Inc | 0.00% | 5,413 | $244,054 | $244,217 | +$163 | +0.07% | |
| Harbour Investments, Inc. | 0.00% | 5,357 | $241,544 | $241,690 | +$146 | +0.06% | |
| Highpoint Advisor Group Llc | 0.01% | 5,250 | $236,720 | $236,863 | +$143 | +0.06% | |
| Manchester Financial Inc | 0.04% | 5,227 | $235,701 | $235,825 | +$124 | +0.05% | |
| J.W. Cole Advisors, Inc. | 0.00% | 5,000 | $225,447 | $225,584 | +$137 | +0.06% | |
| Janney Montgomery Scott Llc | 0.00% | 4,731 | $213,000 | $213,447 | +$447 | +0.21% | |
| Legacy Capital Wealth Management, Llc | 0.10% | 4,717 | $212,679 | $212,815 | +$136 | +0.06% | |
| Columbia Advisory Partners Llc | 0.11% | 4,525 | $204,030 | $204,153 | +$123 | +0.06% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,540 | $114,530 | $114,596 | +$66 | +0.06% | |
| Kerr Financial Planning Corp | 0.12% | 2,385 | $107,531 | $107,603 | +$72 | +0.07% | |
| Mtm Investment Management, Llc | 0.01% | 901 | $40,626 | $40,650 | +$24 | +0.06% | |
| Action Point Financial Planning, Llc | 0.00% | 650 | $29,308 | $29,326 | +$18 | +0.06% | |
| Realta Investment Advisors | 0.01% | 601 | $27,085 | $27,115 | +$30 | +0.11% | |
| Corecap Advisors, Llc | 0.00% | 432 | $19,467 | $19,490 | +$23 | +0.12% | |
| Farther Finance Advisors, Llc | 0.00% | 282 | $12,715 | $12,723 | +$8 | +0.06% | |
| Mpwm Advisory Solutions, Llc | 0.01% | 253 | $11,408 | $11,415 | +$7 | +0.06% | |
| Ifp Advisors, Inc | 0.00% | 205 | $9,243 | $9,249 | +$6 | +0.06% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $9,018 | $9,023 | +$5 | +0.06% | |
| Pnc Financial Services Group, Inc. | 0.00% | 190 | $8,572 | $8,572 | +$0 | +0.00% | |
| Truvestments Capital Llc | 0.00% | 62 | $2,796 | $2,797 | +$1 | +0.04% | |
| Advisornet Financial, Inc | 0.00% | 46 | $1,958 | $2,075 | +$117 | +5.99% | |
| Darwin Wealth Management, Llc | 0.00% | 27 | $1,217 | $1,218 | +$1 | +0.09% | |
| Ifg Advisory, Llc | 0.00% | 10 | $451 | $451 | +$0 | +0.04% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,745 | $394 | $394,546 | +$394,152 | +100038.46% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $65 | $45 | -$20 | -30.59% |
Frequently asked questions about DDIV
Who owns the most DDIV stock?
The largest holders of DDIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST DORSEY WRIGHT MO (DDIV).
Is DDIV widely held by superinvestors?
Many widely followed stocks like DDIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DDIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.