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DaveManuel.com · Institutional Ownership · Who Owns It

FIRST TR EXCHANGE-TRADED FD (DDIV)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

42
Reporting holders
$46.8M
Reported value
0.0%
Calls
0.0%
Puts
+2
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
Cambridge Investment Research Advisors, Inc.$394.0K8,7450.00%20qHELD
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
Janney Montgomery Scott LLC$213.0K4,7310.00%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%4qHELD
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
WELLS FARGO & COMPANY/MN$6510.00%21q-99.9%-$50.4K

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
Q3 20265$5.5M124,2550110.0%
Q2 202642$46.8M1,038,83278100.0%
Q1 202640$44.4M1,097,69441070.0%
Q4 202543$45.3M1,089,59999110.0%
Q3 202541$39.1M975,544611130.0%
Q2 202535$40.1M1,050,56556100.0%
Q1 202535$44.1M1,166,66441450.0%
Q4 202438$43.8M1,160,115111230.0%
Q3 202430$29.5M801,3277790.0%
Q2 202426$31.4M935,6103860.0%
Q1 202427$28.2M828,1064680.0%
Q4 202326$25.3M831,86756100.0%
Q3 202325$24.8M893,42354110.0%
Q2 202327$29.8M1,051,27919110.0%
Q1 202334$32.4M1,168,080511110.0%
Q4 202236$44.3M1,537,99079130.0%
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%