Who owns DDIV?
First Trust Dorsey Wright Momentum & Dividend ETF · First Trust
42 institutions reported holding DDIV, worth $46.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Virtus Wealth Solutions LLC | Cranford, NJ | $9.4M | 209,344 | −8,421 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.8M | 173,802 | +12,267 shares |
| LPL Financial LLC | Fort Mill, SC | $6.9M | 153,832 | −827 shares |
| Concurrent Investment Advisors, LLC | Tampa, FL | $4.1M | 91,063 | +5,868 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $2.9M | 64,046 | +1,485 shares |
| Kesler, Norman & Wride, LLC | Ogden, UT | $2.4M | 53,175 | −4,649 shares |
| Goldman Sachs Group Inc. | New York, NY | $2.0M | 45,016 | −123 shares |
| Morgan Stanley | New York, NY | $1.6M | 36,199 | −7,813 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.6M | 36,017 | +5,912 shares |
| TCFG Investment Advisors, LLC | Laguna Niguel, CA | $1.2M | 26,960 | −9 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DDIV?
42 institutional managers reported holding DDIV in Form 13F filings for June 30, 2026, worth $46.8M in total. The largest reported position was held by Virtus Wealth Solutions LLC, at $9.4M.
Did institutions buy or sell DDIV last quarter?
Reported 13F value rose 7.8% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DDIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.