DDIVFIRST TR EXCHANGE TRADED FD
CUSIP 33738R696 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange Traded Fd (DDIV) has 40 institutional holders in Filings Flow’s 13F database, together reporting 1.10M shares worth $44M as of Q1 2026. The largest reported holders are Virtus Wealth Solutions LLC, Osaic Holdings, Inc., and Lpl Financial LLC.
Institutional Holders
40
Q1 2026
Reported Value
$44M
Ticker
DDIV
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Virtus Wealth Solutions LLC$525M AUM | 1.68% | $9M | 217.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 161.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 154.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.04% | $3M | 85.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $3M | 62.6K | Q1 2026 |
| Kesler, Norman & Wride, LLC$581M AUM | 0.40% | $2M | 57.8K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.24% | $2M | 55.7K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 45.1K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $2M | 44.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 35.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 30.1K | Q1 2026 |
| TCFG Investment Advisors, LLC$297M AUM | 0.41% | $1M | 27.0K | Q1 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.41% | $1M | 27.0K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 25.1K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $826,465 | 20.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.11% | $716,941 | 17.8K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $709,785 | 17.6K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $525,919 | 13.0K | Q1 2026 |
| Greenline Wealth Management LLC$87M AUM | 0.53% | $458,409 | 11.3K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $381,989 | 9.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $354,609 | 8.8K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $352,000 | 8.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $297,017 | 7.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $291,378 | 7.2K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.14% | $227,846 | 5.5K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $219,171 | 5.5K | Q3 2025OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $212,329 | 5.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $206,499 | 5.0K | Q4 2025OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.03% | $201,303 | 4.8K | Q4 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $201,000 | 4.8K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $200,478 | 5.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $120,576 | 3.0K | Q3 2025OLDER |
| KERR FINANCIAL PLANNING Corp$90M AUM | 0.07% | $105,182 | 2.4K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $102,559 | 2.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $100,048 | 2.4K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $72,825 | 1.8K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $39,698 | 971 | Q1 2026 |
| MTM Investment Management, LLC$316M AUM | 0.01% | $36,440 | 901 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $31,413 | 777 | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.01% | $24,295 | 601 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $17,391 | 430 | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $17,202 | 428 | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $16,000 | 400 | Q3 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $15,571 | 385 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $11,529 | 282 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $10,232 | 253 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $8,291 | 205 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7,976 | 192 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $7,658 | 189 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $4,044 | 100 | Q1 2026 |
| Truvestments Capital LLC$554M AUM | 0.00% | $2,508 | 62 | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $2,371 | 59 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $1,958 | 46 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $1,091 | 27 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.