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Disclosery

DDIV FIRST TR EXCHANGE TRADED FD

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CMN (fund)

41 managers (41 13F filers) reported a position in DDIV shares at 2025-09-30, 975,544 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
12
Reduced
13
Sold out
1
Shares held by filers
975,544

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC235,649$9.47M1.82%-5,27213F-HRTimeline
LPL Financial LLC138,626$5.57M<0.01%-2,12813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,082$5.09M0.01%+121,71313F-HRTimelineGroup
Steward Partners Investment Advisory, L…62,754$2.52M0.01%-46013F-HRTimeline
Kesler, Norman & Wride, LLC50,788$1.92M0.38%-4,79413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,644$1.83M<0.01%+61313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY42,888$1.72M<0.01%+9,45913F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,331$1.38M0.02%+20,00113F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC28,177$1.13M0.45%+6813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,306$937K<0.01%+2,28513F-HRTimelineGroup
UBS Group AGin group UBS Group AG20,251$814K<0.01%+4,09513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,131$809K<0.01%+1,14813F-HR/ATimelineGroup
Cetera Investment Advisers18,464$742K<0.01%+7,22513F-HRTimeline
Prospera Financial Services Inc18,224$732K0.01%+39413F-HRTimeline
NFSG Corp17,838$717K0.11%-13,11713F-HRTimeline
Compound Planning, Inc.17,838$717K0.02%-13,11713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,201$531K<0.01%-152,19213F-HRTimeline
Cambridge Investment Research Advisors,…10,523$423K<0.01%-71613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,068$364K<0.01%+1,04113F-HRTimelineGroup
HighTower Advisors, LLC7,857$316K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp6,850$271K0.38%13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,761$232K<0.01%-30,54513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,453$219K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,993$201K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,000$121K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,526$102K<0.01%new13F-HRTimelineGroup
MTM Investment Management, LLC901$36.2K0.01%-1,18013F-HRTimeline
Realta Investment Advisors601$24.1K0.01%013F-HRTimeline
CoreCap Advisors, LLC430$17.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC428$17.2K<0.01%-3813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA400$16K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC385$15.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC282$11.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC253$10.2K0.01%013F-HRTimeline
IFP Advisors, Inc205$8.24K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…188$7.54K<0.01%+113F-HRTimelineGroup
Geneos Wealth Management Inc.100$4.02K<0.01%013F-HRTimeline
Truvestments Capital LLC62$2.49K<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC59$2.37K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC27$1.08K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.