Who owns First Trust Dorsey Wright Momentum & Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DDIV from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 1.0M shares of First Trust Dorsey Wright Momentum & Dividend ETF worth $46.2M — about 71.5% of shares outstanding; the largest disclosed holder is Virtus Wealth Solutions LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$46.2M
value, 2026 filers
71.5%
of shares outstanding (1.0M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DDIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Virtus Wealth Solutions LLC | 209,344 | $9.4M | 1.3% | 14.5% | -3.9% |
| 2 | OSAIC HOLDINGS, INC. | 173,802 | $7.8M | 0.0% | 12.1% | +7.6% |
| 3 | LPL Financial LLC | 153,832 | $6.9M | 0.0% | 10.7% | -0.5% |
| 4 | Concurrent Investment Advisors, LLC | 91,063 | $4.1M | 0.0% | 6.3% | +6.9% |
| 5 | Steward Partners Investment Advisory, LLC | 64,046 | $2.9M | 0.0% | 4.4% | +2.4% |
| 6 | Kesler, Norman & Wride, LLC | 53,175 | $2.4M | 0.4% | 3.7% | -8.0% |
| 7 | GOLDMAN SACHS GROUP INC | 45,016 | $2.0M | 0.0% | 3.1% | -0.3% |
| 8 | MORGAN STANLEY | 36,199 | $1.6M | 0.0% | 2.5% | -17.8% |
| 9 | RAYMOND JAMES FINANCIAL INC | 36,017 | $1.6M | 0.0% | 2.5% | +19.6% |
| 10 | TCFG Investment Advisors, LLC | 26,960 | $1.2M | 0.4% | 1.9% | 0.0% |
| 11 | BANK OF AMERICA CORP /DE/ | 19,730 | $889,618 | 0.0% | 1.4% | -3.4% |
| 12 | Prospera Financial Services Inc | 17,580 | $792,675 | 0.0% | 1.2% | +0.2% |
| 13 | Compound Planning, Inc. | 13,155 | $593,148 | 0.0% | 0.9% | +1.2% |
| 14 | CITADEL ADVISORS LLC | 13,146 | $592,747 | 0.0% | 0.9% | -47.5% |
| 15 | Cetera Investment Advisers | 11,993 | $540,741 | 0.0% | 0.8% | -66.5% |
| 16 | HighTower Advisors, LLC | 8,768 | $395,345 | 0.0% | 0.6% | 0.0% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,256 | $327,169 | 0.0% | 0.5% | +46.4% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 5,413 | $244,054 | 0.0% | 0.4% | -26.3% |
| 19 | HARBOUR INVESTMENTS, INC. | 5,357 | $241,544 | 0.0% | 0.4% | -43.3% |
| 20 | HighPoint Advisor Group LLC | 5,250 | $236,720 | 0.0% | 0.4% | 0.0% |
| 21 | MANCHESTER FINANCIAL INCNEW | 5,227 | $235,701 | 0.0% | 0.4% | new |
| 22 | J.W. COLE ADVISORS, INC.NEW | 5,000 | $225,447 | 0.0% | 0.3% | new |
| 23 | Janney Montgomery Scott LLCNEW | 4,731 | $213 | 0.0% | 0.3% | new |
| 24 | LEGACY CAPITAL WEALTH MANAGEMENT, LLCNEW | 4,717 | $212,679 | 0.1% | 0.3% | new |
| 25 | COLUMBIA ADVISORY PARTNERS LLCNEW | 4,525 | $204,030 | 0.1% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.