DDIV Institutional Ownership & Shareholders
FIRST TRUST DORSEY WRIGHT MO (DDIV) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $47.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.51M, representing an estimated gain of +0.74% 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
39
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 | $9,509,200 | +$69,970 | +0.74% | |
| Osaic Holdings, Inc. | 0.01% | 173,802 | $7,839,266 | $7,894,747 | +$55,481 | +0.71% | |
| Lpl Financial Llc | 0.00% | 153,832 | $6,936,221 | $6,987,634 | +$51,413 | +0.74% | |
| Concurrent Investment Advisors, Llc | 0.03% | 96,313 | $4,231,265 | $4,374,902 | +$143,637 | +3.39% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 64,046 | $2,887,802 | $2,909,213 | +$21,411 | +0.74% | |
| Kesler, Norman & Wride, Llc | 0.38% | 53,175 | $2,397,619 | $2,415,411 | +$17,792 | +0.74% | |
| Goldman Sachs Group Inc | 0.00% | 45,016 | $2,029,749 | $2,044,798 | +$15,049 | +0.74% | |
| Morgan Stanley | 0.00% | 36,199 | $1,632,234 | $1,644,296 | +$12,062 | +0.74% | |
| Raymond James Financial Inc | 0.00% | 36,017 | $1,623,989 | $1,636,029 | +$12,040 | +0.74% | |
| Tcfg Investment Advisors, Llc | 0.40% | 26,960 | $1,184,426 | $1,224,626 | +$40,200 | +3.39% | |
| Tcfg Wealth Management, Llc | 0.41% | 26,969 | $1,090,721 | $1,225,034 | +$134,313 | +12.31% | |
| Bank Of America Corp | 0.00% | 19,730 | $889,618 | $896,212 | +$6,594 | +0.74% | |
| Prospera Financial Services Inc | 0.01% | 17,580 | $792,675 | $798,550 | +$5,875 | +0.74% | |
| Compound Planning, Inc. | 0.02% | 13,155 | $593,148 | $597,550 | +$4,402 | +0.74% | |
| Citadel Advisors Llc | 0.00% | 13,146 | $592,747 | $597,141 | +$4,394 | +0.74% | |
| Cetera Investment Advisers | 0.00% | 11,993 | $540,741 | $544,768 | +$4,027 | +0.74% | |
| Kestra Advisory Services, Llc | 0.00% | 8,446 | $371,063 | $383,649 | +$12,586 | +3.39% | |
| Susquehanna International Group, Llp | 0.00% | 7,256 | $327,169 | $329,595 | +$2,426 | +0.74% | |
| Envestnet Asset Management Inc | 0.00% | 5,413 | $244,054 | $245,879 | +$1,825 | +0.75% | |
| Harbour Investments, Inc. | 0.00% | 5,357 | $241,544 | $243,335 | +$1,791 | +0.74% | |
| Highpoint Advisor Group Llc | 0.01% | 5,250 | $236,720 | $238,475 | +$1,755 | +0.74% | |
| J.W. Cole Advisors, Inc. | 0.00% | 5,000 | $225,447 | $227,119 | +$1,672 | +0.74% | |
| Janney Montgomery Scott Llc | 0.00% | 4,731 | $213,000 | $214,900 | +$1,900 | +0.89% | |
| Legacy Capital Wealth Management, Llc | 0.10% | 4,717 | $212,679 | $214,264 | +$1,585 | +0.75% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,540 | $114,530 | $115,376 | +$846 | +0.74% | |
| Kerr Financial Planning Corp | 0.12% | 2,385 | $107,531 | $108,336 | +$805 | +0.75% | |
| Mtm Investment Management, Llc | 0.01% | 901 | $39,583 | $40,927 | +$1,344 | +3.40% | |
| Action Point Financial Planning, Llc | 0.00% | 650 | $29,308 | $29,525 | +$217 | +0.74% | |
| Realta Investment Advisors | 0.01% | 601 | $26,390 | $27,300 | +$910 | +3.45% | |
| Mpwm Advisory Solutions, Llc | 0.01% | 253 | $11,408 | $11,492 | +$84 | +0.74% | |
| Geneos Wealth Management Inc. | 0.00% | 200 | $9,018 | $9,085 | +$67 | +0.74% | |
| Ifp Advisors, Inc | 0.00% | 205 | $9,006 | $9,312 | +$306 | +3.40% | |
| Pnc Financial Services Group, Inc. | 0.00% | 190 | $8,572 | $8,631 | +$59 | +0.68% | |
| Farther Finance Advisors, Llc | 0.00% | 176 | $7,732 | $7,995 | +$263 | +3.40% | |
| Truvestments Capital Llc | 0.00% | 62 | $2,796 | $2,816 | +$20 | +0.73% | |
| Darwin Wealth Management, Llc | 0.00% | 27 | $1,217 | $1,226 | +$9 | +0.78% | |
| Ifg Advisory, Llc | 0.00% | 10 | $451 | $454 | +$3 | +0.72% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,748 | $384 | $397,367 | +$396,983 | +103381.09% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $65 | $45 | -$20 | -30.12% |
Frequently asked questions about DDIV
Who are the largest institutional holders of DDIV?
The largest institutional holders of DDIV reported in the latest SEC Form 13F filings include Virtus Wealth Solutions Llc, Osaic Holdings, Inc., Lpl Financial Llc, Concurrent Investment Advisors, Llc, and Steward Partners Investment Advisory, Llc. InsiderSet ranks institutional holders by their latest reported DDIV position.
What is DDIV institutional ownership?
This page tracks DDIV positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST DORSEY WRIGHT MO (DDIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DDIV?
InsiderSet currently tracks 39 institutional managers reporting DDIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DDIV shareholders.
How much DDIV stock do institutions own?
Institutional investment managers disclosed approximately $47.14M in DDIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DDIV institutional ownership last updated?
The latest DDIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DDIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DDIV position after the reporting date.
Are institutions buying or selling DDIV?
Institutional buying and selling can be analyzed by comparing DDIV positions across consecutive 13F reporting periods. InsiderSet's DDIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DDIV ownership changes.
How has DDIV institutional ownership changed over time?
InsiderSet tracks DDIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.