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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-581- 8.68% |
$19K - $21.5K
|
6.11K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.7KNew |
$707K - $802K
|
21.7K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-78- 40.0% |
$2.55K - $2.89K
|
117
$4.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.6K- 25.76% |
$510K - $578K
|
45K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.54K+ 1.45% |
$50.2K - $56.9K
|
107K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 11.59% |
$49.9K - $56.6K
|
11.7K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.5K+ 4.71% |
$48.9K - $55.5K
|
33.3K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.44K- 48.81% |
$178K - $201K
|
5.71K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$597K - $677K
|
18.3K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13K+ 113400.0% |
$37K - $42K
|
1.14K
$43.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.47K- 41.76% |
$179K - $203K
|
7.63K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-962- 13.85% |
$31.4K - $35.6K
|
5.99K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 1.1% |
$65.3 - $74
|
184
$7.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 8.86% |
$408K - $462K
|
153K
$5.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
27New |
$882 - $1K
|
27
$1.04K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-239- 1.44% |
$7.8K - $8.85K
|
16.4K
$628K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.04% |
$32.7 - $37
|
2.33K
$89.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
985+ 11.19% |
$32.2K - $36.5K
|
9.79K
$376K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.19K+ 99.41% |
$268K - $303K
|
16.4K
$632K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-240K- 59.77% |
$7.84M - $8.89M
|
162K
$6.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41.6KNew |
$1.36M - $1.54M
|
41.6K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28KNew |
$915K - $1.04M
|
28K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
81.7KNew |
$2.67M - $3.02M
|
81.7K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14KNew |
$458K - $520K
|
14K
$540K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.3KNew |
$457K - $487K
|
14.3K
$548K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.1KNew |
$1.32M - $1.4M
|
41.1K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-911- 10.62% |
$29.2K - $31.1K
|
7.67K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.24K- 70.79% |
$104K - $110K
|
1.34K
$51.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430New |
$13.8K - $14.7K
|
430
$16.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40KNew |
$1.28M - $1.37M
|
40K
$1.54M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.01KNew |
$176K - $205K
|
6.01K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 8.84% |
$52.1K - $60.6K
|
21.9K
$842K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.52KNew |
$226K - $262K
|
8.52K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29- 7.86% |
$769 - $893
|
340
$13.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
150New |
$3.98K - $4.62K
|
150
$5.76K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
684New |
$18.1K - $21.1K
|
684
$26.3K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
61.1KNew |
$1.69M - $1.79M
|
61.1K
$2.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
501New |
$13.9K - $14.7K
|
501
$19.3K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
315+ 1.82% |
$8.33K - $8.93K
|
17.7K
$679K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-36.6K- 98.34% |
$969K - $1.04M
|
620
$23.8K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.47K- 32.3% |
$171K - $183K
|
13.6K
$521K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$1.02M - $1.2M
|
38.9K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
407New |
$10.7K - $12.6K
|
407
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-153- 15.68% |
$4.02K - $4.72K
|
823
$31.6K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.1K- 26.98% |
$81.5K - $95.7K
|
8.39K
$322K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
136New |
$3.58K - $4.2K
|
136
$5.23K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-423K- 98.21% |
$11.1M - $13.1M
|
7.68K
$295K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.64% |
$316 - $371
|
743
$28.6K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
209New |
$5.69K - $6.42K
|
209
$8.03K
|
|