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First Trust Dorsey Wright MO (DDIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Virtus Wealth Solutions LLC
INCREASED
Shares211,143 from 209,344
Change+1,799 (+1%)
Value$9.3M (-$163.1K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares96,313 from 91,063
Change+5,250 (+6%)
Value$4.2M (+$125.3K)
Filed 2026-10-16
Tcfg Investment Advisors, LLC
UNCHANGED
Shares26,960 from 26,960
Change0 (0%)
Value$1.2M (-$31.2K)
Filed 2026-10-20
Prospera Financial Services Inc
DECREASED
Shares17,057 from 17,580
Change-523 (-3%)
Value$774.8K (-$17.9K)
Filed 2026-11-04
Compound Planning, Inc.
INCREASED
Shares14,113 from 13,155
Change+958 (+7%)
Value$620.0K (+$26.9K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,748 from 8,745
Change+3 (+0%)
Value$384.0K (-$10.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
NEW
Shares8,446
Change+8,446
Value$371.1K
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares5,018 from 5,000
Change+18 (+0%)
Value$220.5K (-$5.0K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares901 from 901
Change0 (0%)
Value$39.6K (-$1.0K)
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares601 from 601
Change0 (0%)
Value$26.4K (-$695)
Filed 2026-10-14
IFP Advisors, Inc
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$9.0K (-$237)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares176 from 282
Change-106 (-38%)
Value$7.7K (-$5.0K)
Filed 2026-10-08
Manchester Financial Inc
CLOSED
Shares0 from 5,227
Change-5,227 (-100%)
Value$0 (-$235.7K)
Filed 2026-10-15
Columbia Advisory Partners LLC
CLOSED
Shares0 from 4,525
Change-4,525 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$19.5K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-15
Osaic Holdings, Inc.
N/A
Shares— from 173,802
Change-173,802 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 153,832
Change-153,832 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 64,046
Change-64,046 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 53,175
Change-53,175 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 45,016
Change-45,016 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 36,199
Change-36,199 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 36,017
Change-36,017 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 19,730
Change-19,730 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,146
Change-13,146 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 8,768
Change-8,768 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,256
Change-7,256 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 650
Change-650 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 190
Change-190 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Virtus Wealth Solutions LLC
INCREASED211,143209,344+1,799+1%$9.4M$9.3M-$163.1K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED96,31391,063+5,250+6%$4.1M$4.2M+$125.3K2026-10-16
Tcfg Investment Advisors, LLC
UNCHANGED26,96026,96000%$1.2M$1.2M-$31.2K2026-10-20
Prospera Financial Services Inc
DECREASED17,05717,580-523-3%$792.7K$774.8K-$17.9K2026-11-04
Compound Planning, Inc.
INCREASED14,11313,155+958+7%$593.1K$620.0K+$26.9K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED8,7488,745+3+0%$394.0K$384.0K-$10.0K2026-11-02
Kestra Advisory Services, LLC
NEW8,446—+8,446——$371.1K—2026-11-02
J.W. Cole Advisors, Inc.
INCREASED5,0185,000+18+0%$225.4K$220.5K-$5.0K2026-11-05
MTM Investment Management, LLC
UNCHANGED90190100%$40.6K$39.6K-$1.0K2026-10-30
Realta Investment Advisors
UNCHANGED60160100%$27.1K$26.4K-$6952026-10-14
IFP Advisors, Inc
UNCHANGED20520500%$9.2K$9.0K-$2372026-10-16
Farther Finance Advisors, LLC
DECREASED176282-106-38%$12.7K$7.7K-$5.0K2026-10-08
Manchester Financial Inc
CLOSED05,227-5,227-100%$235.7K$0-$235.7K2026-10-15
Columbia Advisory Partners LLC
CLOSED04,525-4,525-100%$204.0K$0-$204.0K2026-10-15
CoreCap Advisors, LLC
CLOSED0432-432-100%$19.5K$0-$19.5K2026-10-08
AdvisorNet Financial, Inc
CLOSED046-46-100%$2.0K$0-$2.0K2026-10-15
Osaic Holdings, Inc.
N/A—173,802-173,802-100%$7.8M———
LPL Financial LLC
N/A—153,832-153,832-100%$6.9M———
Steward Partners Investment Advisory, LLC
N/A—64,046-64,046-100%$2.9M———
Kesler, Norman & Wride, LLC
N/A—53,175-53,175-100%$2.4M———
Goldman Sachs Group Inc
N/A—45,016-45,016-100%$2.0M———
Morgan Stanley
N/A—36,199-36,199-100%$1.6M———
Raymond James Financial Inc
N/A—36,017-36,017-100%$1.6M———
Bank of America Corp
N/A—19,730-19,730-100%$889.6K———
Citadel Advisors LLC
N/A—13,146-13,146-100%$592.7K———
Cetera Investment Advisers
N/A—11,993-11,993-100%$540.7K———
HighTower Advisors, LLC
N/A—8,768-8,768-100%$395.3K———
Susquehanna International Group, LLP
N/A—7,256-7,256-100%$327.2K———
Envestnet Asset Management Inc
N/A—5,413-5,413-100%$244.1K———
Harbour Investments, Inc.
N/A—5,357-5,357-100%$241.5K———
HighPoint Advisor Group LLC
N/A—5,250-5,250-100%$236.7K———
Janney Montgomery Scott LLC
N/A—4,731-4,731-100%$213.0K———
Legacy Capital Wealth Management, LLC
N/A—4,717-4,717-100%$212.7K———
Rockefeller Capital Management L.P.
N/A—2,540-2,540-100%$114.5K———
Kerr Financial Planning Corp
N/A—2,385-2,385-100%$107.5K———
Fiduciary Financial Advisors
N/A—650-650-100%$29.3K———
Mpwm Advisory Solutions, LLC
N/A—253-253-100%$11.4K———
Geneos Wealth Management Inc.
N/A—200-200-100%$9.0K———
PNC Financial Services Group, Inc.
N/A—190-190-100%$8.6K———
Truvestments Capital LLC
N/A—62-62-100%$2.8K———
Darwin Wealth Management, LLC
N/A—27-27-100%$1.2K———
IFG Advisory, LLC
N/A—10-10-100%$451———
Wells Fargo & Company
N/A—1-1-100%$65———
Showing 43 of 43 institutions