First Trust Dorsey Wright Momentum & Dividend
DDIV • NASDAQ
First Trust Dorsey Wright Momentum & Dividend is an exchange-traded fund on NASDAQ. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $38.8M. Virtus Wealth Solutions LLC is the largest holder with a position valued at $9.5M.
Overview
Overview of institutional ownership in DDIV as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $38.8M
- Shares Held
- 968.7K
- Avg Position
- $969.9K
- Median Position
- $273.7K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DDIV as of Q3 2025
| Institution | Position Value |
|---|---|
 Virtus Wealth Solutions LLC RIA/Wealth | $9.5M 1.78% of portfolio |
L LPL Financial LLC Institution | $5.6M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.1M 0.01% of portfolio |
$2.5M 0.01% of portfolio | |
K Kesler, Norman & Wride, LLC RIA/Wealth | $1.9M 0.38% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $1.8M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.7M 0.00% of portfolio |
 Concurrent Investment Advisors, LLC RIA/Wealth | $1.4M 0.02% of portfolio |
T TCFG WEALTH MANAGEMENT, LLC Institution | $1.1M 0.45% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $936.7K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DDIV in Q3 2025
- Traded
- −$5.8M
- Buyers
- 19
- Sellers
- 14
- Total Bought
- +$7.9M
- Total Sold
- −$13.7M
- Avg Position
- $923.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$4.9M +121.7K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | +$803.9K +20.0K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$530.6K +-152.2K shares |
MORGAN STANLEY RIA/Wealth | +$380.2K +9.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$290.4K +7.2K shares |
 BB&T CORP Institution | +$219.2K +5.5K shares |
J J.W. COLE ADVISORS, INC. Institution | +$200.7K +5.0K shares |
 UBS Group AG Institution | +$164.6K +4.1K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | +$120.6K +3.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$101.5K +2.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GGM Financials LLC RIA/Wealth | −$9.2M −240.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.6M −43.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.2M −30.5K shares |
 Newbridge Financial Services Group, Inc. RIA/Wealth | −$527.2K −13.1K shares |
 Atomi Financial Group, Inc. RIA/Wealth | −$527.2K −13.1K shares |
Virtus Wealth Solutions LLC RIA/Wealth | −$211.9K −5.3K shares |
K Kesler, Norman & Wride, LLC RIA/Wealth | −$181.1K −4.8K shares |
L LPL Financial LLC Institution | −$85.5K −2.1K shares |
M MTM Investment Management, LLC RIA/Wealth | −$47.4K −1.2K shares |
−$28.8K −716.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DDIV in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $10.9M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
GGM Financials LLC RIA/Wealth | $9.2M 240.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.6M 43.1K shares |
Options Activity
Institutions with the largest Call and Put options positions in DDIV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DDIV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Virtus Wealth Solutions LLC RIA/Wealth | 1.78% $9.5M |
T TCFG WEALTH MANAGEMENT, LLC Institution | 0.45% $1.1M |
K Kesler, Norman & Wride, LLC RIA/Wealth | 0.38% $1.9M |
Newbridge Financial Services Group, Inc. RIA/Wealth | 0.11% $716.9K |
Concurrent Investment Advisors, LLC RIA/Wealth | 0.02% $1.4M |
Atomi Financial Group, Inc. RIA/Wealth | 0.02% $716.9K |
0.01% $2.5M | |
 Prospera Financial Services RIA/Wealth | 0.01% $732.4K |
M MTM Investment Management, LLC RIA/Wealth | 0.01% $36.2K |
 Coastal Investment Advisors, Inc. RIA/Wealth | 0.01% $24.1K |