Latest Institutional Transactions on First Tr Exchnge Traded Fd Vi (DDIV)
This table provides information on the latest institutional transactions involving First Tr Exchnge Traded Fd Vi (DDIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8KNew |
$374K - $435K
|
12.8K
$429K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
612+ 8.29% |
$17.9K - $20.9K
|
8K
$268K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-771- 3.88% |
$22.6K - $26.3K
|
19.1K
$640K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.75K- 11.45% |
$256K - $298K
|
67.7K
$2.27M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.17K- 10.68% |
$34.3K - $39.9K
|
9.8K
$329K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 1649.23% |
$188K - $219K
|
6.82K
$229K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.8KNew |
$756K - $879K
|
25.8K
$865K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.01KNew |
$176K - $205K
|
6.01K
$202K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.3K- 91.67% |
$38K - $44.3K
|
118
$3.96K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.55% |
$29.3 - $34.1
|
182
$6.1K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2K- 1.88% |
$58.7K - $68.3K
|
104K
$3.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.06K- 18.8% |
$31K - $36K
|
4.57K
$153K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.3 - $34.1
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 8.84% |
$52.1K - $60.6K
|
21.9K
$735K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 3.12% |
$380K - $443K
|
403K
$13.5M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.1% |
$264 - $307
|
8.96K
$301K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.1% |
$234 - $273
|
7.91K
$265K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.33KNew |
$68.1K - $79.2K
|
2.33K
$78K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.52KNew |
$226K - $262K
|
8.52K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.62K+ 34.95% |
$228K - $265K
|
33.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.08K+ 31.83% |
$108K - $126K
|
16.9K
$567K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29- 7.86% |
$769 - $893
|
340
$11.4K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
150New |
$3.98K - $4.62K
|
150
$5.03K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
684New |
$18.1K - $21.1K
|
684
$22.9K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-313- 4.3% |
$8.29K - $9.63K
|
6.97K
$234K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
61.1KNew |
$1.69M - $1.79M
|
61.1K
$2.05M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.58KNew |
$237K - $252K
|
8.58K
$288K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
501New |
$13.9K - $14.7K
|
501
$16.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.03K- 13.67% |
$83.8K - $88.9K
|
19.1K
$642K
|
|
Q2 2023 | |||||||
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.6K+ 25.78% |
$307K - $329K
|
56.6K
$1.9M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
315+ 1.82% |
$8.33K - $8.93K
|
17.7K
$593K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-36.6K- 98.34% |
$969K - $1.04M
|
620
$20.8K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.47K- 32.3% |
$171K - $183K
|
13.6K
$455K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$1.02M - $1.2M
|
38.9K
$1.3M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
407New |
$10.7K - $12.6K
|
407
$13.7K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-153- 15.68% |
$4.02K - $4.72K
|
823
$27.6K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.1K- 26.98% |
$81.5K - $95.7K
|
8.39K
$281K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
136New |
$3.58K - $4.2K
|
136
$4.56K
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-423K- 98.21% |
$11.1M - $13.1M
|
7.68K
$258K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.64% |
$316 - $371
|
743
$24.9K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
209New |
$5.9K - $6.42K
|
209
$7.01K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.98K+ 3819.62% |
$225K - $245K
|
8.19K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.97K+ 21.11% |
$225K - $245K
|
45.7K
$1.53M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$12.1K - $13.2K
|
430
$14.4K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$288K - $313K
|
10.2K
$342K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$286K - $312K
|
10.1K
$340K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500- 66.67% |
$14.1K - $15.4K
|
250
$8.39K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
2.19KNew |
$60.9K - $71.9K
|
2.19K
$73.4K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.2K- 70.72% |
$758K - $894K
|
11.3K
$378K
|