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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

36 managers (36 13F filers) reported a position in DDIV shares at 2025-03-31, 1,166,564 shares in all. 4 filers opened a position and 8 filers sold out during the quarter.

Managers
36
13F filers
36
New
4
Added
14
Reduced
6
Sold out
8
Shares held by filers
1,166,564

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC242,781$9.17M2.78%-52913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,825$6.26M0.01%-3,17013F-HRTimeline
LPL Financial LLC152,808$5.77M<0.01%-3,16013F-HRTimeline
Brookwood Investment Group LLC137,810$5.21M0.89%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC69,298$2.62M0.33%+27,65113F-HRTimelineGroup
Steward Partners Investment Advisory, L…61,060$2.31M0.02%-46,45913F-HRTimeline
Kesler, Norman & Wride, LLC55,510$2.1M0.4%+4,72213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,016$1.7M<0.01%013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,950$1.32M<0.01%+30513F-HRTimelineGroup
Compound Planning, Inc.29,542$1.12M0.05%+15,25713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,109$1.06M0.53%+2713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,473$811K<0.01%+98813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,446$810K<0.01%+2,40613F-HRTimelineGroup
Prospera Financial Services Inc18,546$700K0.02%+2,05413F-HRTimeline
Cambridge Investment Research Advisors,…13,718$518K<0.01%+1,64513F-HRTimeline
Cetera Investment Advisers11,189$423K<0.01%+2,95413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,344$391K<0.01%-1,55813F-HRTimelineGroup
UBS Group AGin group UBS Group AG9,443$357K<0.01%+6,11113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,817$333K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC7,857$297K<0.01%+18913F-HRTimeline
Advisory Services Network, LLC5,627$213K<0.01%013F-HRTimeline
HRT FINANCIAL LP5,378$203K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,237$198K<0.01%+80213F-HRTimelineGroup
MTM Investment Management, LLC2,081$79.1K0.03%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN701$26.5K<0.01%-1,13313F-HRTimelineGroup
Realta Investment Advisors601$22.7K0.01%013F-HRTimeline
CoreCap Advisors, LLC430$16.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC282$10.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc205$7.74K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…186$7.03K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.100$3.78K<0.01%013F-HRTimeline
Truvestments Capital LLC63$2.38K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC59$2.23K<0.01%013F-HR/ATimeline
AdvisorNet Financial, Inc45$1.7K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC27$1.02K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.