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Disclosery

DFII FIRST TR EXCHANGE-TRADED FD

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ETF (fund)

22 managers (22 13F filers) reported a position in DFII shares at 2026-06-30, 578,953 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
5
Added
9
Reduced
6
Sold out
2
Shares held by filers
578,953

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Insight Advisors, LLC/ PA190,221$2.12M0.37%+8,75713F-HRTimeline
Cambridge Investment Research Advisors,…128,693$1.43M<0.01%+1,46913F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC56,135$624K0.01%-9,10013F-HRTimeline
Benson Wealth Management INC39,635$441K0.44%+36,85213F-HRTimeline
WINNACLE WEALTH LLC25,544$284K0.19%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,929$222K<0.01%+1,70613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,646$196K<0.01%new13F-HRTimelineGroup
SteelPeak Wealth, LLC16,275$181K<0.01%+3,90513F-HRTimeline
Capital CS Group, LLC16,161$180K0.26%+21813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,314$170K<0.01%-53,87813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,405$127K<0.01%-52113F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,876$121K<0.01%-22,34813F-HRTimeline
Western Wealth Management, LLC10,754$120K<0.01%-29513F-HRTimeline
Cresset Asset Management, LLC10,221$114K<0.01%-48813F-HRTimeline
HARBOUR INVESTMENTS, INC.3,600$40K<0.01%+1,00013F-HRTimeline
Archer Investment Corp2,130$23.7K<0.01%+1113F-HR/ATimeline
Capital Investment Advisory Services, L…1,302$14.5K<0.01%+8713F-HRTimeline
UBS Group AGin group UBS Group AG1,159$12.9K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC902$10K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.501$5.57K<0.01%013F-HRTimelineGroup
Triumph Capital Management300$3.34K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV250$2.78K<0.01%new13F-HRTimeline