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Disclosery

FDD FIRST TR EXCHANGE-TRADED FD

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COMMON SHS (fund)

136 managers (138 13F filers) reported a position in FDD shares at 2026-06-30, 25,951,728 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
136
13F filers
138
New
15
Added
60
Reduced
36
Sold out
13
Shares held by filers
25,951,728

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
MORGAN STANLEYin group MORGAN STANLEY3,724,608$69.1M<0.01%+83,83213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,281,990$42.3M0.01%-129,23413F-HRTimelineGroup
MANCHESTER FINANCIAL INC1,919,602$35.6M6.34%-47,14413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,761,355$32.7M0.01%+44,47513F-HRTimelineGroup
LPL Financial LLC1,463,835$27.2M0.01%+51,26713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,461,977$27.1M0.01%+117,24913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,352,087$25.1M<0.01%-119,62813F-HRTimelineGroup
ODonnell Financial Services, LLC958,425$17.8M5.23%+64,96213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.890,206$16.5M0.02%+88,26013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/828,951$15.4M<0.01%+159,74113F-HRTimelineGroup
Prospera Financial Services Inc587,578$10.9M0.16%+34,84813F-HRTimeline
Intellectus Partners, LLC540,106$10M1.73%-12,91213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding432,605$8.02M+18,039Timeline
Warner Group LLC399,427$7.41M1.82%+174,29913F-HRTimeline
Janney Montgomery Scott LLC381,467$7.08M0.01%-9,91313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP274,367$5.08M<0.01%+27,72013F-HRTimelineGroup
Owen LaRue, LLC255,152$4.73M1.65%+7,90413F-HRTimeline
Allie Family Office LLC226,903$4.21M1.56%013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.223,991$4.16M0.06%+52913F-HRTimeline
Atria Investments, Inc223,175$4.14M0.04%+1,08013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.223,085$4.14M0.02%+4,98613F-HRTimelineGroup
Sanctuary Advisors, LLC218,120$4.05M0.02%+1,28413F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …215,059$3.99M1.94%+99013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC214,083$3.97M0.15%+12,32413F-HRTimeline
NewEdge Advisors, LLC206,138$3.82M0.01%+36,06913F-HRTimeline
Next Level Private LLC190,195$3.53M0.69%+4,64613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA184,112$3.42M<0.01%-19,54213F-HRTimelineGroup
Hobart Private Capital, LLC178,103$3.3M0.57%+1,05713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.169,415$3.14M1.28%+30,95513F-HRTimeline
Cetera Investment Advisers167,079$3.1M<0.01%+4,05013F-HRTimeline
Steward Partners Investment Advisory, L…166,357$3.09M0.02%+1,51013F-HRTimeline
IFP Advisors, Inc165,816$3.08M0.06%-202,86913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding165,173$3.06M-4,052Timeline
Waverly Advisors, LLC155,046$2.88M0.02%+2,56913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,671$2.83M<0.01%+3,15113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.148,140$2.75M<0.01%+1,94613F-HRTimelineGroup
Cambridge Investment Research Advisors,…144,128$2.67M0.01%-3,52813F-HR/ATimeline
N.E.W. Advisory Services LLC140,012$2.6M0.17%+3,50813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,347$2.55M<0.01%+10,33213F-HRTimeline
MML INVESTORS SERVICES, LLC131,593$2.44M<0.01%+28,77313F-HRTimeline
Ignite Planners, LLC123,190$2.29M0.31%-4,04913F-HRTimeline
Foundations Investment Advisors, LLC122,478$2.27M0.02%+43,21813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…109,225$2.03M<0.01%+6,46113F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC102,067$1.89M0.64%+12713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…82,864$1.54M0.01%+6,76913F-HRTimelineGroup
Farther Finance Advisors, LLC79,917$1.48M0.01%+78413F-HRTimeline
HRT FINANCIAL LP68,314$1.27M<0.01%new13F-HRTimeline
Moors & Cabot, Inc.59,995$1.11M0.04%+25013F-HRTimeline
Integrated Wealth Concepts LLC59,734$1.11M0.01%+4,01613F-HRTimeline
Quantinno Capital Management LP58,650$1.09M<0.01%+2,75013F-HRTimeline
Snowden Capital Advisors LLC56,314$1.04M0.02%+2,30913F-HRTimeline
Wisconsin Wealth Advisors, LLC54,839$1.02M0.87%-69513F-HRTimeline
J2 Capital Management Inc54,462$1.01M0.68%new13F-HRTimeline
BlueChip Wealth Advisors LLC53,882$1000K0.38%-5,09013F-HRTimeline
Gateway Wealth Partners, LLC49,148$912K0.05%-44,76413F-HRTimeline
Navis Wealth Advisors, LLC47,001$872K0.33%-25,65013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…45,454$843K<0.01%-2,68313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,839$832K<0.01%-1,03913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…43,387$803K0.05%+2,23213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…40,381$749K<0.01%-14,58813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,205$720K<0.01%-7,93813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…37,258$691K0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC36,117$670K0.18%-59913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,755$645K0.01%+8,90513F-HRTimelineGroup
Global Assets Advisory, LLC34,500$639K0.14%new13F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC33,385$619K0.37%+27013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,244$580K<0.01%-88,03213F-HRTimelineGroup
Sigma Planning Corp30,809$572K0.01%+15,13813F-HRTimeline
Orion Porfolio Solutions, LLC28,930$537K<0.01%+53613F-HRTimeline
Topsail Wealth Management, LLC28,707$533K0.07%+1,27913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,798$497K<0.01%-26,13213F-HR/ATimeline
Compound Planning, Inc.26,065$484K0.01%+11,15113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,022$483K<0.01%-321,87113F-HRTimelineGroup
RASP WEALTH SOLUTIONS, LLC25,702$477K0.16%13F-HRTimeline
WEDBUSH SECURITIES INC24,400$453K0.01%-1,10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,891$443K0.01%-1913F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC22,503$417K0.13%-25013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,793$386K<0.01%-68813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.20,706$384K0.06%+3,50513F-HRTimeline
Berger Financial Group, Inc19,791$367K0.02%+67213F-HRTimeline
KINTRA WEALTH, LLC17,708$362K0.02%-3113F-HRTimeline
RFG Advisory, LLC18,691$347K0.01%-2,09213F-HRTimeline
HighPoint Advisor Group LLC18,065$335K0.01%-4,37913F-HRTimeline
Beacon Pointe Advisors, LLC17,924$332K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.16,517$306K0.01%+1,29013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,832$294K<0.01%new13F-HRTimelineGroup
Fairfield Financial Advisors, LTD15,397$286K0.11%new13F-HRTimeline
Advisory Services Network, LLC14,608$271K<0.01%+1,03913F-HRTimeline
MGO ONE SEVEN LLC14,254$264K<0.01%+18613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,617$260K0.03%013F-HRTimeline
Register Financial Advisors LLC13,938$259K0.08%+12213F-HRTimeline
Strategic Financial Partners, Ltd.13,925$258K0.1%+3813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,275$246K<0.01%+9213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,500$232K<0.01%013F-HRTimelineGroup
Treasure Coast Financial Planning12,047$223K0.11%+6313F-HRTimeline
Merit Financial Group, LLC11,980$222K<0.01%013F-HR/ATimeline
LVZ, Inc.11,500$213K0.02%013F-HRTimeline
Valued Retirements, Inc.11,314$210K0.19%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,097$206K<0.01%new13F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.10,689$198K0.06%+12813F-HRTimeline
SBI Securities Co., Ltd.8,488$157K<0.01%-5713F-HRTimeline
Larson Financial Group LLC7,080$131K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC6,318$117K<0.01%+1,88113F-HRTimelineGroup
Global Retirement Partners, LLC6,023$112K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,400$63.1K<0.01%-25013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,000$55.6K<0.01%013F-HRTimeline
GAMMA Investing LLC2,775$51.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,670$49.5K<0.01%-53013F-HRTimelineGroup
Darwin Wealth Management, LLC2,030$37.7K0.01%-12813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,000$37.1K<0.01%+1,00013F-HRTimelineGroup
Triumph Capital Management1,600$29.7K0.01%013F-HRTimeline
IFG Advisory, LLC1,528$28.4K<0.01%new13F-HRTimeline
MTM Investment Management, LLC1,500$27.8K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,355$25.1K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,213$22.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,164$22K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$18.6K0.01%013F-HRTimeline
Continuum Advisory, LLC914$17K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.750$13.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC743$13.8K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.698$13K<0.01%+1813F-HRTimeline
Pinnacle Bancorp, Inc.639$11.9K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC635$11.8K<0.01%new13F-HRTimeline
Institute for Wealth Management, LLC.500$9.28K<0.01%new13F-HRTimeline
Rossby Financial, LCC401$7.44K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC19,522$7.18K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC340$6.31K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA330$6.12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.314$5.83K<0.01%013F-HRTimeline
SIGNATUREFD, LLC173$3.21K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV162$3K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.135$2.5K<0.01%-42213F-HRTimeline
Silver Grove Financial Group, Inc.128$2.37K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC70$1.3K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS35$649<0.01%-7013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC16$297<0.01%13F-HRTimeline