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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.98K+ 3819.62% |
$217K - $245K
|
8.19K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2KNew |
$278K - $313K
|
10.2K
$392K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.1KNew |
$276K - $312K
|
10.1K
$390K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500- 66.67% |
$13.6K - $15.4K
|
250
$9.61K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
2.19KNew |
$58.9K - $71.9K
|
2.19K
$84.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-27.2K- 70.72% |
$733K - $894K
|
11.3K
$433K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.3KNew |
$353K - $423K
|
12.3K
$474K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-605- 3.63% |
$17.3K - $20.7K
|
16.1K
$618K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.42K- 14.66% |
$69.3K - $83.1K
|
14.1K
$542K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
500+ 6.19% |
$14.3K - $17.1K
|
8.58K
$330K
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-6.43KClosed |
$184K - $220K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100New |
$3.16K - $3.45K
|
100
$3.84K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16KClosed |
$504K - $551K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8KNew |
$253K - $276K
|
8K
$307K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.27KClosed |
$230K - $251K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-155Closed |
$4.91K - $5.28K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-451Closed |
$13.2K - $14.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-500Closed |
$14.7K - $16.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-30Closed |
$883 - $990
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-93.8KClosed |
$2.28M - $2.83M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.08KNew |
$43.7K - $51.7K
|
2.08K
$80K
|
|
| Q3 2020 | |||||||
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-18.4KClosed |
$366K - $404K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-40.2KClosed |
$658K - $851K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.4KClosed |
$181K - $344K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-32- 43.24% |
$819 - $850
|
42
$1.61K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-86.2KClosed |
$2.12M - $2.26M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-16.2KClosed |
$401K - $427K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 24, 2019
Q2 2019
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-76.2KClosed |
$1.83M - $1.92M
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-200Closed |
$4.81K - $5.05K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.63KClosed |
$135K - $142K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-585Closed |
$12K - $14.2K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500Closed |
$9.82K - $12.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-255Closed |
$5.01K - $6.44K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$24.5 - $25.9
|
1
$38.4
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.11KNew |
$27.1K - $28.6K
|
1.11K
$42.5K
|
|