13F Insight
DOSSIER · 13F Holders · Q2 2026
DDIV

FIRST TR EXCHANGE TRADED FD

43 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738R696·43 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
43
filers reporting
Concentration
20.55%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q2 2026

43 institutions reported DDIV in Q2 2026. Virtus Wealth Solutions LLC leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Virtus Wealth Solutions LLC
CIK 0002045870
$9M209K1.28%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M174K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$7M154K0.00%Q2 202604
Concurrent Investment Advisors, LLC
CIK 0002001015
$4M91K0.03%Q2 202605
Steward Partners Investment Advisory, LLC
CIK 0001723397
$3M64K0.01%Q2 202606
Kesler, Norman & Wride, LLC
CIK 0001840455
$2M53K0.38%Q2 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M45K0.00%Q2 202608
MORGAN STANLEY
CIK 0000895421
$2M36K0.00%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M36K0.00%Q2 202610
TCFG Investment Advisors, LLC
CIK 0002121836
$1M27K0.41%Q2 202611
TCFG WEALTH MANAGEMENT, LLC
CIK 0001548059
$1M27K0.41%Q1 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$890K20K0.00%Q2 202613
Prospera Financial Services Inc
CIK 0001541625
$793K18K0.01%Q2 202614
Compound Planning, Inc.
CIK 0001978879
$593K13K0.02%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$593K13K0.00%Q2 202616
Cetera Investment Advisers
CIK 0001666741
$541K12K0.00%Q2 202617
HighTower Advisors, LLC
CIK 0001462245
$395K9K0.00%Q2 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$352K9K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$327K7K0.00%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$244K5K0.00%Q2 2026
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