HolderBook

FIRST TR EXCHANGE-TRADED FD (DDIV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

40
Reporting holders
$46.2M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Virtus Wealth Solutions LLC$9.4M209,3441.28%7q-3.9%-$379.7K
OSAIC HOLDINGS, INC.$7.8M173,8020.01%26q+7.6%+$553.3K
LPL Financial LLC$6.9M153,8320.00%31q-0.5%-$37.3K
Concurrent Investment Advisors, LLC$4.1M91,0630.03%5q+6.9%+$264.6K
Steward Partners Investment Advisory, LLC$2.9M64,0460.01%17q+2.4%+$67.0K
Kesler, Norman & Wride, LLC$2.4M53,1750.38%7q-8.0%-$209.6K
GOLDMAN SACHS GROUP INC$2.0M45,0160.00%14qHELD
MORGAN STANLEY$1.6M36,1990.00%32q-17.8%-$352.3K
RAYMOND JAMES FINANCIAL INC$1.6M36,0170.00%7q+19.6%+$266.6K
TCFG Investment Advisors, LLC$1.2M26,9600.41%2qHELD
BANK OF AMERICA CORP /DE/$889.6K19,7300.00%31q-3.4%-$31.8K
Prospera Financial Services Inc$792.7K17,5800.01%17qHELD
Compound Planning, Inc.$593.1K13,1550.02%8q+1.2%+$6.8K
CITADEL ADVISORS LLC$592.7K13,1460.00%2q-47.5%-$537.1K
Cetera Investment Advisers$540.7K11,9930.00%12q-66.5%-$1.1M
HighTower Advisors, LLC$395.3K8,7680.00%12qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$327.2K7,2560.00%2q+46.4%+$103.7K
ENVESTNET ASSET MANAGEMENT INC$244.1K5,4130.00%6q-26.3%-$87.1K
HARBOUR INVESTMENTS, INC.$241.5K5,3570.00%2q-43.3%-$184.3K
HighPoint Advisor Group LLC$236.7K5,2500.01%3qHELD
MANCHESTER FINANCIAL INC$235.7K5,2270.04%newNEW
J.W. COLE ADVISORS, INC.$225.4K5,0000.00%newNEW
LEGACY CAPITAL WEALTH MANAGEMENT, LLC$212.7K4,7170.10%newNEW
COLUMBIA ADVISORY PARTNERS LLC$204.0K4,5250.11%newNEW
Rockefeller Capital Management L.P.$114.5K2,5400.00%4qHELD
KERR FINANCIAL PLANNING Corp$107.5K2,3850.12%4q-50.0%-$107.5K
MTM Investment Management, LLC$40.6K9010.01%23qHELD
FIDUCIARY FINANCIAL ADVISORS$29.3K6500.00%newNEW
Realta Investment Advisors$27.1K6010.01%10qHELD
CoreCap Advisors, LLC$19.5K4320.00%10qHELD
Farther Finance Advisors, LLC$12.7K2820.00%6qHELD
MPWM ADVISORY SOLUTIONS, LLC$11.4K2530.01%5qHELD
IFP Advisors, Inc$9.2K2050.00%8qHELD
Geneos Wealth Management Inc.$9.0K2000.00%18q+100.0%+$4.5K
PNC Financial Services Group, Inc.$8.6K1900.00%31q+0.5%
Truvestments Capital LLC$2.8K620.00%7qHELD
AdvisorNet Financial, Inc$2.0K460.00%3qHELD
Darwin Wealth Management, LLC$1.2K270.00%8qHELD
IFG Advisory, LLC$451100.00%newNEW
Cambridge Investment Research Advisors, Inc.$3948,7450.00%20qHELD
Janney Montgomery Scott LLC$2134,7310.00%newNEW
WELLS FARGO & COMPANY/MN$6510.00%21q-99.9%-$100.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202640$46.2M1,025,35668110.0%
Q1 202640$44.3M1,095,75351060.0%
Q4 202541$44.8M1,078,48989100.0%
Q3 202539$38.4M958,670611110.0%
Q2 202533$33.4M873,9335690.0%
Q1 202532$37.1M981,74331340.0%
Q4 202435$36.7M973,680101030.0%
Q3 202428$23.2M629,9277680.0%
Q2 202424$17.6M525,1233850.0%
Q1 202423$13.2M387,9993570.0%
Q4 202323$11.7M386,5715490.0%
Q3 202322$12.6M452,6625480.0%
Q2 202324$16.8M591,8381890.0%
Q1 202330$20.8M749,90748110.0%
Q4 202230$31.8M1,101,56267120.0%
Q3 202237$44.4M1,646,70781270.0%
Q2 202234$44.6M1,529,86371560.0%
Q1 202230$45.4M1,351,74710740.0%
Q4 202129$28.7M846,66331350.0%
Q3 202128$22.1M697,6816890.0%
Q2 202123$24.6M784,17051040.0%
Q1 202121$20.4M698,0687470.0%
Q4 202019$16.4M659,2622480.0%
Q3 202015$14.7M698,8783470.0%
Q2 202014$13.9M697,6292570.0%
Q1 202018$16.9M944,8286440.0%
Q4 201919$31.5M1,183,8486550.0%
Q3 201918$28.3M1,083,3296520.0%
Q2 201915$21.1M846,2361940.0%
Q1 201920$21.3M894,8385460.0%
Q4 201818$19.1M920,9520110.0%