Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV)

41 + Investors. Track Smart Money conviction in DDIV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — DDIV

Based on 41 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
41 hedge funds hold DDIV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

21 buying19 selling
Last quarter: 21 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 27% medium 20% new
22 out of 41 hedge funds have held DDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~9 new funds/quarter

13 → 4 → 7 → 7 → 9 new funds/Q
New funds entering each quarter: 4 → 7 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 10% 1-2yr 27% new
Of 41 current holders: 26 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
8 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DDIV

How many hedge funds hold DDIV — quarterly history vs. share price
Quarterly hedge fund ownership of DDIV vs. share price

Market Analysis: DDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDIV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: DDIV
2026 Q1 Stats Unlock in 11 days 41 + Investors

Track Smart Money conviction in DDIV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 41 40 2.5%
13F Shares 860K 740K 16.23%
Total Value $36M $30M 20.74%
New Positions 9 7 +2
Increased Positions 12 12 -
Closed Positions 8 2 +6
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDIV

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Institutional Holders (2026 Q1)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DDIV. Verified SEC 13F-HR filings.

Top 23 institutional holders of DDIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Wealth Solutions LLC 1.68% 217,765 $8.8M
2 TCFG WEALTH MANAGEMENT, LLC 0.41% 26,969 $1.1M
3 TCFG Investment Advisors, LLC 0.41% 26,969 $1.1M
4 Kesler, Norman & Wride, LLC 0.40% 57,824 $2.3M
5 KERR FINANCIAL PLANNING Corp 0.13% 2,385 $105K
6 Concurrent Investment Advisors, LLC 0.04% 85,195 $3.4M
7 Steward Partners Investment Advisory, LLC 0.01% 62,561 $2.5M
8 MTM Investment Management, LLC 0.01% 901 $36K
9 Prospera Financial Services Inc 0.01% 17,550 $710K
10 Realta Investment Advisors 0.01% 601 $24K
11 Sound Income Strategies, LLC 0.00% 971 $40K
12 LPL Financial LLC 0.00% 154,659 $6.3M
13 Cambridge Investment Research Advisors, Inc. 0.00% 8,713
14 CoreCap Advisors, LLC 0.00% 430 $17K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 7,205 $291K
16 HighTower Advisors, LLC 0.00% 8,768 $355K
17 Darwin Wealth Management, LLC 0.00% 27 $1K
18 IFP Advisors, Inc 0.00% 205 $8K
19 Farther Finance Advisors, LLC 0.00% 282 $12K
20 AdvisorNet Financial, Inc 0.00% 46 $2K
21 Geneos Wealth Management Inc. 0.00% 100 $4K
22 ENVESTNET ASSET MANAGEMENT INC 0.00% 7,344 $297K
23 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 189 $8K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF (DDIV)

What does the Smart Money Trend signal show for DDIV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DDIV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DDIV?

Slight buying edge — 52% buying: Last quarter: 21 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DDIV holders?

Strong quality — 30% AUM from major funds: 8 of 41 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DDIV?

54% of holders stayed for 2+ years: 22 out of 41 hedge funds have held DDIV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.