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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20K+ 139.57% |
$758K - $804K
|
34.3K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.79K- 8.63% |
$182K - $193K
|
50.8K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 92.02% |
$5.77M - $6.12M
|
13.2K
$523K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
273+ 5.36% |
$8.96K - $10.5K
|
5.37K
$213K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31KNew |
$1.02M - $1.19M
|
31K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.52K- 4.35% |
$49.9K - $58.7K
|
33.4K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.71K+ 71.09% |
$220K - $259K
|
16.2K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-700- 99.86% |
$23K - $27K
|
1
$39.6
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15+ 0.03% |
$492 - $579
|
45K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.49K- 11.6% |
$81.7K - $96K
|
19K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.1KNew |
$1.42M - $1.66M
|
43.1K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.41K+ 4.78% |
$46.4K - $54.5K
|
31K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-425- 1.98% |
$14K - $16.4K
|
21K
$832K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
253New |
$8.31K - $9.76K
|
253
$10K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26K+ 250.99% |
$852K - $1M
|
36.3K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.1K- 7.89% |
$396K - $465K
|
141K
$5.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 3.53% |
$70.7K - $83.1K
|
63.2K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
466New |
$15.3K - $18K
|
466
$18.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50+ 0.45% |
$1.64K - $1.93K
|
11.2K
$445K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.54% |
$32.8 - $38.6
|
187
$7.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-716- 3.86% |
$23.5K - $27.6K
|
17.8K
$706K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-790- 8.96% |
$25.9K - $30.5K
|
8.03K
$318K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.48K- 18.07% |
$81.4K - $95.6K
|
11.2K
$445K
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-1.86K- 0.77% |
$61.1K - $71.7K
|
241K
$9.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
241KNew |
$7.91M - $9.29M
|
241K
$9.54M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$194K - $217K
|
5.38K
$213K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 2.46% |
$6.83K - $7.64K
|
7.86K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
138KNew |
$4.98M - $5.57M
|
138K
$5.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-59- 50.0% |
$2.13K - $2.38K
|
59
$2.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27.7K+ 66.39% |
$1M - $1.12M
|
69.3K
$2.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
27+ 0.1% |
$976 - $1.09K
|
28.1K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
282New |
$10.2K - $11.4K
|
282
$11.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
45New |
$1.63K - $1.82K
|
45
$1.78K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.63KNew |
$206K - $231K
|
5.63K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$183 - $205
|
5
$198
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
27.7KNew |
$1.01M - $1.14M
|
27.7K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
63New |
$2.3K - $2.58K
|
63
$2.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
99.1KNew |
$3.62M - $4.06M
|
99.1K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
316New |
$11.6K - $13K
|
316
$12.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.93KNew |
$217K - $243K
|
5.93K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.38KNew |
$197K - $221K
|
5.38K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.73K- 74.16% |
$63.1K - $70.7K
|
601
$23.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.37KNew |
$196K - $220K
|
5.37K
$213K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
205New |
$6.69K - $7.59K
|
205
$8.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.44K- 48.81% |
$178K - $201K
|
5.71K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-581- 8.68% |
$19K - $21.5K
|
6.11K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-962- 13.85% |
$31.4K - $35.6K
|
5.99K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
27New |
$882 - $1K
|
27
$1.07K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.19K+ 99.41% |
$268K - $303K
|
16.4K
$651K
|
|