Institutional Ownership First Tr Exchnge Traded Fd Vi (DDIV)
This table provides information about the institutional ownership of First Tr Exchnge Traded Fd Vi (DDIV). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
242,781
shares
|
$9.17 Million
2.78% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
165,825
shares
|
$6.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
152,808
shares
|
$5.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
137,810
shares
|
$5.2 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
69,298
shares
|
$2.62 Million
0.34% of portfolio
|
Q1 2025
Added 66.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
61,060
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.21%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
55,510
shares
|
$2.1 Million
0.42% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
45,016
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
34,950
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
29,542
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 106.8%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
28,109
shares
|
$1.06 Million
0.53% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
21,473
shares
|
$810,820
0.0% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
21,446
shares
|
$809,800
0.0% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
18,546
shares
|
$700,296
0.02% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,437
shares
|
$620,661
0.0% of portfolio
|
Q3 2024
Added 99.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,718
shares
|
$517,991
0.0% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,189
shares
|
$422,496
0.0% of portfolio
|
Q1 2025
Added 35.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,344
shares
|
$390,589
0.0% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,443
shares
|
$356,567
0.0% of portfolio
|
Q1 2025
Added 183.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,817
shares
|
$332,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
7,857
shares
|
$296,680
0.0% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,627
shares
|
$212,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
5,378
shares
|
$203,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,237
shares
|
$197,749
0.0% of portfolio
|
Q1 2025
Added 292.28%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
2,081
shares
|
$78,578
0.03% of portfolio
|
Q4 2020
New holding
|