FDIV Institutional Ownership
MarketDesk Focused U.S. Dividend ETF
1W: -0.2%
1M: -7.6%
3M: -7.1%
YTD: -3.5%
1Y: -2.7%
3Y: +14.8%
$26.14
+0.20 (+0.78%)
Weekly Expected Move ±1.4%
$25
$26
$26
$27
$27
Overview
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Institutional Ownership — FDIV
20
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
61M
Total Invested
3
New Positions
6
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | San Luis Wealth Advisors LLC | 1,320,912 | $35M | -67,441 | -4.9% | 12Q | SEC ↗ |
| 2 | Arrowroot Family Office, LLC | 276,563 | $7M | +9,080 | +3.4% | 5Q | SEC ↗ |
| 3 | Empire Financial Management Company, L | 233,205 | $6M | +6,613 | +2.9% | 11Q | SEC ↗ |
| 4 | NorthRock Partners, LLC | 95,504 | $2M | -6,336 | -6.2% | 5Q | SEC ↗ |
| 5 | Mutual Advisors, LLC | 92,969 | $2M | +7,664 | +9.0% | 3Q | SEC ↗ |
| 6 | MONEY CONCEPTS CAPITAL CORP | 54,866 | $1M | +8,652 | +18.7% | 8Q | SEC ↗ |
| 7 | Andina Capital Management, LLC | 30,916 | $808K | -59,777 | -65.9% | 9Q | SEC ↗ |
| 8 | FIDUCIARY FINANCIAL ADVISORS NEW | 22,248 | $582K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Steelhead Wealth Management LLC | 21,341 | $558K | +9,230 | +76.2% | 2Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 21,156 | $553K | +4,473 | +26.8% | 3Q | SEC ↗ |
| 11 | Keeler Thomas Management LLC NEW | 20,614 | $539K | — | +0.0% | 1Q | SEC ↗ |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 2,851 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 13 | CoreCap Advisors, LLC | 18 | $0K | — | +0.0% | 4Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 16 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 15 | MORGAN STANLEY | 5 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 0 | $0K | -35,941 | -100.0% | 1Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -11,447 | -100.0% | 2Q | SEC ↗ |
| 18 | Advisory Services Network, LLC | 0 | $0K | -410 | -100.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 0 | $0K | -22 | -100.0% | 8Q | SEC ↗ |
| 20 | Avestar Capital, LLC | 0 | $0K | -57,725 | -100.0% | 8Q | SEC ↗ |
| 21 | IFP Advisors, Inc | 0 | $0K | -244 | -100.0% | 2Q | SEC ↗ |
| 22 | US BANCORP \DE | 0 | $0K | -3,737 | -100.0% | 1Q | SEC ↗ |
| 23 | Ritter Daniher Financial Advisory LLC | 0 | $0K | -109 | -100.0% | 2Q | SEC ↗ |
| 24 | JPMORGAN CHASE & CO | 0 | $0K | -256 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 22,248 | $582K |
| Keeler Thomas Management LLC | 20,614 | $539K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 2,851 | $75K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Avestar Capital, LLC | 57,725 | $2M |
| GOLDMAN SACHS GROUP INC | 35,941 | $939K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,447 | $299K |
| US BANCORP \DE | 3,737 | $98K |
| Advisory Services Network, LLC | 410 | $11K |
| JPMORGAN CHASE & CO | 256 | $7K |
| IFP Advisors, Inc | 244 | $6K |
| Ritter Daniher Financial Advisory L | 109 | $3K |
| UBS Group AG | 22 | $1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Steelhead Wealth Management LLC | +9,230 | +76.2% | 21,341 |
| Arrowroot Family Office, LLC | +9,080 | +3.4% | 276,563 |
| MONEY CONCEPTS CAPITAL CORP | +8,652 | +18.7% | 54,866 |
| Mutual Advisors, LLC | +7,664 | +9.0% | 92,969 |
| Empire Financial Management Company | +6,613 | +2.9% | 233,205 |
| ROYAL BANK OF CANADA | +4,473 | +26.8% | 21,156 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| San Luis Wealth Advisors LLC | -67,441 | -4.9% | 1,320,912 |
| Andina Capital Management, LLC | -59,777 | -65.9% | 30,916 |
| NorthRock Partners, LLC | -6,336 | -6.2% | 95,504 |