Who Owns FIRST TR EXCHANGE TRADED FD (DDIV)? -- Institutional Holders (2026-06-30)
22 institutions reported holding $20.1M of FIRST TR EXCHANGE TRADED FD (DDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Wealth Solutions LLC ($9.4M), Concurrent Investment Advisors, LLC ($4.1M), Kesler, Norman & Wride, LLC ($2.4M), TCFG Investment Advisors, LLC ($1.2M), Prospera Financial Services Inc ($792,675). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Virtus Wealth Solutions LLC | $9.4M | 209,344 | Trimmed |
| 2 | Concurrent Investment Advisors, LLC | $4.1M | 91,063 | Added |
| 3 | Kesler, Norman & Wride, LLC | $2.4M | 53,175 | Trimmed |
| 4 | TCFG Investment Advisors, LLC | $1.2M | 26,960 | Trimmed |
| 5 | Prospera Financial Services Inc | $792,675 | 17,580 | Added |
| 6 | Compound Planning, Inc. | $593,148 | 13,155 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $394,000 | 8,745 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $244,054 | 5,413 | Trimmed |
| 9 | MANCHESTER FINANCIAL INC | $235,701 | 5,227 | New |
| 10 | J.W. COLE ADVISORS, INC. | $225,447 | 5,000 | New |
| 11 | COLUMBIA ADVISORY PARTNERS LLC | $204,030 | 4,525 | New |
| 12 | KERR FINANCIAL PLANNING Corp | $107,531 | 2,385 | Hold |
| 13 | MTM Investment Management, LLC | $40,626 | 901 | Hold |
| 14 | Realta Investment Advisors | $27,085 | 601 | Hold |
| 15 | CoreCap Advisors, LLC | $19,467 | 432 | Added |
| 16 | Farther Finance Advisors, LLC | $12,715 | 282 | Hold |
| 17 | IFP Advisors, Inc | $9,243 | 205 | Hold |
| 18 | AdvisorNet Financial, Inc | $1,958 | 46 | Hold |
| 19 | Darwin Wealth Management, LLC | $1,217 | 27 | Hold |
| 20 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 21 | Greenline Wealth Management LLC | $0 | 0 | Exited |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30