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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

39 managers (39 13F filers) reported a position in DDIV shares at 2024-12-31, 1,160,115 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
10
Added
14
Reduced
3
Sold out
4
Shares held by filers
1,160,115

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Virtus Wealth Solutions LLC243,310$9.19M2.17%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC168,995$6.38M0.01%+7,38413F-HRTimeline
LPL Financial LLC155,968$5.89M<0.01%+2,50813F-HRTimeline
Steward Partners Investment Advisory, L…107,519$4.06M0.04%+23013F-HRTimeline
Independent Advisor Alliance99,122$3.74M0.05%new13F-HRTimeline
Kesler, Norman & Wride, LLC50,788$1.92M0.41%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,016$1.7M<0.01%013F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC41,647$1.53M0.12%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,645$1.31M<0.01%+1,31813F-HR/ATimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,082$1.06M0.53%+4713F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,706$1.05M0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,485$774K<0.01%+8,82713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,040$719K<0.01%13F-HR/ATimelineGroup
Prospera Financial Services Inc16,492$623K0.01%+14013F-HRTimeline
Compound Planning, Inc.14,285$540K0.03%+24613F-HRTimeline
Cambridge Investment Research Advisors,…12,073$456K<0.01%+2,28413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,902$450K<0.01%-6,38413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,158$421K<0.01%-10,49813F-HRTimelineGroup
Cetera Investment Advisers8,235$311K<0.01%+60213F-HRTimeline
HighTower Advisors, LLC7,668$290K<0.01%013F-HRTimeline
Sigma Planning Corp5,929$224K0.01%new13F-HRTimeline
Advisory Services Network, LLC5,627$213K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,383$203K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC5,367$203K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,435$168K<0.01%+3,10013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,332$126K<0.01%+3,21513F-HRTimelineGroup
MTM Investment Management, LLC2,081$78.6K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,834$69.3K<0.01%+69913F-HRTimelineGroup
Realta Investment Advisors601$23.1K0.01%-1,72513F-HRTimeline
CoreCap Advisors, LLC430$16.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\316$11.9K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc205$7.74K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…185$6.99K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.100$3.78K<0.01%013F-HRTimeline
Truvestments Capital LLC63$2.38K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC59$2.23K<0.01%13F-HRTimeline
Darwin Wealth Management, LLC27$1.02K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$189<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.