Who Owns FIRST TR (DDIV)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $46.8M of FIRST TR (DDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Virtus Wealth Solutions LLC ($9.4M), OSAIC HOLDINGS, INC. ($7.8M), LPL Financial LLC ($6.9M), Concurrent Investment Advisors, LLC ($4.1M), Steward Partners Investment Advisory, LLC ($2.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Virtus Wealth Solutions LLC$9.4M209,344Trimmed
2OSAIC HOLDINGS, INC.$7.8M173,802Added
3LPL Financial LLC$6.9M153,832Trimmed
4Concurrent Investment Advisors, LLC$4.1M91,063Added
5Steward Partners Investment Advisory, LLC$2.9M64,046Added
6Kesler, Norman & Wride, LLC$2.4M53,175Trimmed
7GOLDMAN SACHS GROUP INC$2.0M45,016Trimmed
8MORGAN STANLEY$1.6M36,199Trimmed
9RAYMOND JAMES FINANCIAL INC$1.6M36,017Added
10TCFG Investment Advisors, LLC$1.2M26,960Trimmed
11BANK OF AMERICA CORP /DE/$889,61819,730Trimmed
12Prospera Financial Services Inc$792,67517,580Added
13Compound Planning, Inc.$593,14813,155Added
14CITADEL ADVISORS LLC$592,74713,146Trimmed
15Cetera Investment Advisers$540,74111,993Trimmed
16HighTower Advisors, LLC$395,3458,768Hold
17Cambridge Investment Research Advisors, Inc.$394,0008,745Added
18SUSQUEHANNA INTERNATIONAL GROUP, LLP$327,1697,256Added
19ENVESTNET ASSET MANAGEMENT INC$244,0545,413Trimmed
20HARBOUR INVESTMENTS, INC.$241,5445,357Trimmed
21HighPoint Advisor Group LLC$236,7205,250Hold
22MANCHESTER FINANCIAL INC$235,7015,227New
23J.W. COLE ADVISORS, INC.$225,4475,000New
24Janney Montgomery Scott LLC$213,0004,731New
25LEGACY CAPITAL WEALTH MANAGEMENT, LLC$212,6794,717New

来源：SEC 13F 申报文件 · 截至 2026-06-30