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 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
6.85KNew |
$260K - $275K
|
6.85K
$272K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
385New |
$14.6K - $15.5K
|
385
$15.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
68+ 0.24% |
$2.58K - $2.73K
|
28.2K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 2266.96% |
$4.61M - $4.89M
|
127K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.53KNew |
$95.7K - $102K
|
2.53K
$100K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.5K- 84.13% |
$1.16M - $1.23M
|
5.76K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
613+ 1.36% |
$23.2K - $24.6K
|
45.6K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15K+ 6.05% |
$43.5K - $46.1K
|
20.1K
$799K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.46K+ 28.3% |
$358K - $380K
|
42.9K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.29K+ 10.87% |
$86.6K - $91.8K
|
23.3K
$925K
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1- 1.59% |
$37.9 - $40.2
|
62
$2.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
400New |
$15.2K - $16.1K
|
400
$15.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.23K+ 64.29% |
$274K - $290K
|
18.5K
$733K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13.1K- 42.37% |
$497K - $527K
|
17.8K
$708K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
4.1K+ 25.35% |
$155K - $165K
|
20.3K
$804K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.9 - $40.2
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.13K- 1.51% |
$80.7K - $85.5K
|
139K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 8.15% |
$1.44K - $1.53K
|
428
$17K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-460- 0.73% |
$17.4K - $18.5K
|
62.8K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-716- 6.37% |
$27.1K - $28.8K
|
10.5K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-5.27K- 2.19% |
$200K - $212K
|
236K
$9.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-13.1K- 42.37% |
$497K - $527K
|
17.8K
$708K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.53% |
$37.9 - $40.2
|
188
$7.46K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3KNew |
$114K - $121K
|
3K
$119K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
394+ 2.21% |
$14.9K - $15.8K
|
18.2K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.04K+ 12.97% |
$39.5K - $41.8K
|
9.07K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.99KNew |
$189K - $201K
|
4.99K
$198K
|
|
|
Nov 03, 2025
Q3 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.18K- 56.7% |
$44.7K - $47.4K
|
901
$35.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.45KNew |
$207K - $219K
|
5.45K
$216K
|
|
|
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
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 92.02% |
$5.77M - $6.12M
|
13.2K
$524K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
253New |
$8.31K - $9.76K
|
253
$10K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.1KNew |
$1.42M - $1.66M
|
43.1K
$1.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
241KNew |
$7.91M - $9.29M
|
241K
$9.56M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$194K - $217K
|
5.38K
$214K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 2.46% |
$6.83K - $7.64K
|
7.86K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
138KNew |
$4.98M - $5.57M
|
138K
$5.47M
|
|
|
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
$2.75M
|
|
|
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
$1.79K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$183 - $205
|
5
$199
|
|
|
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
|
Independent Advisor Alliance
|
BUY
|
- |
99.1KNew |
$3.62M - $4.06M
|
99.1K
$3.94M
|
|
|
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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.73K- 74.16% |
$63.1K - $70.7K
|
601
$23.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.37KNew |
$196K - $220K
|
5.37K
$213K
|
|