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First Trust Dorsey Wright MO (DDIV)

CUSIP: 33738R696 | NYSE | 117 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Virtus Wealth Solutions LLC211,143
1.6% of portfolio›$9.3M
Concurrent Investment Advisors, LLC96,313
0.0% of portfolio›$4.2M
Tcfg Investment Advisors, LLC26,960
0.4% of portfolio›$1.2M
Prospera Financial Services Inc17,057
0.0% of portfolio›$774.8K
Compound Planning, Inc.14,113
0.0% of portfolio›$620.0K
Cambridge Investment Research Advisors, Inc.8,748
0.0% of portfolio›$384.0K
Kestra Advisory Services, LLC8,446
0.0% of portfolio›$371.1K
J.W. Cole Advisors, Inc.5,018
0.0% of portfolio›$220.5K
MTM Investment Management, LLC901
0.0% of portfolio›$39.6K
Realta Investment Advisors601
0.0% of portfolio›$26.4K
IFP Advisors, Inc205
0.0% of portfolio›$9.0K
Farther Finance Advisors, LLC176
0.0% of portfolio›$7.7K
StyleTurnoverLocationFiled
Virtus Wealth Solutions LLC
211,143$9.3M1.6%Agg GrowthHighCranford, NJ2026-11-03
Concurrent Investment Advisors, LLC
96,313$4.2M0.0%GrowthMediumTampa, FL2026-10-16
Tcfg Investment Advisors, LLC
26,960$1.2M0.4%GrowthMediumLaguna Niguel, CA2026-10-20
Prospera Financial Services Inc
17,057$774.8K0.0%CoreMediumDallas, TX2026-11-04
Compound Planning, Inc.
14,113$620.0K0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
8,748$384.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
8,446$371.1K0.0%CoreLowAustin, TX2026-11-02
J.W. Cole Advisors, Inc.
5,018$220.5K0.0%IndexLowTampa, FL2026-11-05
MTM Investment Management, LLC
901$39.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Realta Investment Advisors
601$26.4K0.0%GrowthMediumWilmington, DE2026-10-14
IFP Advisors, Inc
205$9.0K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
176$7.7K0.0%IndexLowSan Francisco, CA2026-10-08