FIRST TRUST DORSEY WRIGHT MO (DDIV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $44.20M 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 $8.81M in its March 31, 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 $9.70M, representing an estimated gain of +10.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% 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
41
Total Reported Value
$44.20M
Largest Holder
Virtus Wealth Solutions Llc
Largest Position
$8.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
49
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 | 1.68% | 217,765 | $8,807,162 | $9,704,632 | +$897,470 | +10.19% | |
| Osaic Holdings, Inc. | 0.01% | 161,535 | $6,534,719 | $7,198,759 | +$664,040 | +10.16% | |
| Lpl Financial Llc | 0.00% | 154,659 | $6,254,953 | $6,892,332 | +$637,379 | +10.19% | |
| Concurrent Investment Advisors, Llc | 0.04% | 85,195 | $3,445,551 | $3,796,690 | +$351,139 | +10.19% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 62,561 | $2,530,186 | $2,788,012 | +$257,826 | +10.19% | |
| Kesler, Norman & Wride, Llc | 0.40% | 57,824 | $2,338,575 | $2,576,909 | +$238,334 | +10.19% | |
| Goldman Sachs Group Inc | 0.00% | 45,139 | $1,825,579 | $2,011,606 | +$186,027 | +10.19% | |
| Morgan Stanley | 0.00% | 44,012 | $1,780,005 | $1,961,382 | +$181,377 | +10.19% | |
| Cetera Investment Advisers | 0.00% | 35,748 | $1,445,773 | $1,593,099 | +$147,326 | +10.19% | |
| Raymond James Financial Inc | 0.00% | 30,105 | $1,217,552 | $1,341,620 | +$124,068 | +10.19% | |
| Tcfg Investment Advisors, Llc | 0.41% | 26,969 | $1,090,721 | $1,201,865 | +$111,144 | +10.19% | |
| Tcfg Wealth Management, Llc | 0.41% | 26,969 | $1,090,721 | $1,201,865 | +$111,144 | +10.19% | |
| Citadel Advisors Llc | 0.00% | 25,058 | $1,013,433 | $1,116,702 | +$103,269 | +10.19% | |
| Bank Of America Corp | 0.00% | 20,435 | $826,465 | $910,680 | +$84,215 | +10.19% | |
| Prospera Financial Services Inc | 0.01% | 17,550 | $709,785 | $782,110 | +$72,325 | +10.19% | |
| Compound Planning, Inc. | 0.02% | 13,004 | $525,919 | $579,519 | +$53,600 | +10.19% | |
| Greenline Wealth Management Llc | 0.53% | 11,335 | $458,409 | $505,141 | +$46,732 | +10.19% | |
| Harbour Investments, Inc. | 0.01% | 9,445 | $381,989 | $420,914 | +$38,925 | +10.19% | |
| Hightower Advisors, Llc | 0.00% | 8,768 | $354,609 | $390,743 | +$36,134 | +10.19% | |
| Envestnet Asset Management Inc | 0.00% | 7,344 | $297,017 | $327,283 | +$30,266 | +10.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,205 | $291,378 | $321,089 | +$29,711 | +10.20% | |
| Highpoint Advisor Group Llc | 0.01% | 5,250 | $212,329 | $233,965 | +$21,636 | +10.19% | |
| Susquehanna International Group, Llp | 0.00% | 4,957 | $200,478 | $220,907 | +$20,429 | +10.19% | |
| Western Wealth Management, Llc | 0.01% | 3,610 | $146,001 | $160,879 | +$14,878 | +10.19% | |
| Kerr Financial Planning Corp | 0.13% | 2,385 | $105,182 | $106,287 | +$1,105 | +1.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,535 | $102,559 | $112,972 | +$10,413 | +10.15% | |
| Sound Income Strategies, Llc | 0.00% | 971 | $39,698 | $43,272 | +$3,574 | +9.00% | |
| Mtm Investment Management, Llc | 0.01% | 901 | $36,440 | $40,153 | +$3,713 | +10.19% | |
| Wells Fargo & Company/Mn | 0.00% | 777 | $31,413 | $34,627 | +$3,214 | +10.23% | |
| Realta Investment Advisors | 0.01% | 601 | $24,295 | $26,783 | +$2,488 | +10.24% | |
| Corecap Advisors, Llc | 0.00% | 430 | $17,391 | $19,163 | +$1,772 | +10.19% | |
| Advisory Services Network, Llc | 0.00% | 385 | $15,571 | $17,157 | +$1,586 | +10.19% | |
| Farther Finance Advisors, Llc | 0.00% | 282 | $11,529 | $12,567 | +$1,038 | +9.01% | |
| Mpwm Advisory Solutions, Llc | 0.01% | 253 | $10,232 | $11,275 | +$1,043 | +10.19% | |
| Ifp Advisors, Inc | 0.00% | 205 | $8,291 | $9,136 | +$845 | +10.19% | |
| Pnc Financial Services Group, Inc. | 0.00% | 189 | $7,658 | $8,423 | +$765 | +9.99% | |
| Geneos Wealth Management Inc. | 0.00% | 100 | $4,044 | $4,456 | +$412 | +10.20% | |
| Truvestments Capital Llc | 0.00% | 62 | $2,508 | $2,763 | +$255 | +10.17% | |
| Advisornet Financial, Inc | 0.00% | 46 | $1,958 | $2,050 | +$92 | +4.70% | |
| Darwin Wealth Management, Llc | 0.00% | 27 | $1,091 | $1,203 | +$112 | +10.29% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,713 | $352 | $388,292 | +$387,940 | +110210.29% |
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.