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Disclosery

FDD FIRST TR EXCHANGE-TRADED FD

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COMMON SHS (fund)

78 managers (80 13F filers) reported a position in FDD shares at 2025-03-31, 8,324,123 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
78
13F filers
80
New
12
Added
39
Reduced
22
Sold out
8
Shares held by filers
8,324,123

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
MORGAN STANLEYin group MORGAN STANLEY2,094,082$28.4M<0.01%+1,015,26713F-HRTimelineGroup
UBS Group AGin group UBS Group AG637,765$8.65M<0.01%+427,49713F-HRTimelineGroup
Intellectus Partners, LLC615,633$8.35M2.06%+35,08913F-HRTimeline
LPL Financial LLC471,712$6.4M<0.01%+153,82113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN434,189$5.89M<0.01%+185,75013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC422,934$5.74M<0.01%+1,43813F-HRTimelineGroup
Owen LaRue, LLC394,824$5.36M2.67%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/326,835$4.44M<0.01%+196,56413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding213,418$2.9M+1,908Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,309$2.85M<0.01%-83,40813F-HRTimelineGroup
Janney Montgomery Scott LLC196,425$2.67M0.01%+3,74013F-HRTimeline
HARBOUR INVESTMENTS, INC.163,145$2.21M0.06%+18,33313F-HRTimeline
Next Level Private LLC162,125$2.2M0.82%+22,31613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC153,124$2.08M<0.01%+71,43313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC143,391$1.95M<0.01%+88,32813F-HRTimeline
Hobart Private Capital, LLC138,527$1.88M0.47%+10,63413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.122,550$1.66M0.02%+17,25013F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.107,446$1.46M0.82%-97013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC103,788$1.41M0.71%-41613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding98,300$1.33M+60,602Timeline
Integrated Wealth Concepts LLC90,822$1.23M0.01%-73113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,259$1.22M<0.01%+38,34913F-HRTimelineGroup
BlueChip Wealth Advisors LLC66,831$907K0.45%+10,69713F-HRTimeline
Cambridge Investment Research Advisors,…54,348$738K<0.01%+8,15413F-HRTimeline
COMERICA BANK50,112$680K<0.01%+24,68113F-HRTimeline
Elevated Capital Advisors, LLC49,419$671K0.19%-6,49313F-HRTimeline
Orion Porfolio Solutions, LLC47,160$640K0.01%-1,91113F-HRTimeline
Orion Portfolio Solutions, LLC47,160$640K0.01%-1,91113F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth44,992$611K<0.01%new13F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…35,958$488K0.01%-3,62513F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC33,229$451K0.33%-1,46513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,900$433K<0.01%-8513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,692$362K0.01%-2,12513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,429$346K<0.01%+7,08613F-HR/ATimelineGroup
WEDBUSH SECURITIES INC25,055$340K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,926$325K<0.01%+16,67813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,256$316K<0.01%-60513F-HRTimelineGroup
Gateway Wealth Partners, LLC22,001$299K0.07%+4,87713F-HRTimeline
Cetera Investment Advisers20,567$279K<0.01%+5,67113F-HRTimeline
Snowden Capital Advisors LLC19,662$267K0.01%new13F-HRTimeline
Sigma Planning Corp16,966$230K0.01%+4,37913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP16,707$227K<0.01%-44113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED15,997$219K0.02%-57813F-HR/ATimeline
Berger Financial Group, Inc15,875$215K0.01%+57013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,817$212K<0.01%013F-HRTimelineGroup
Strategic Financial Partners, Ltd.14,884$202K0.11%+54913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,582$198K0.04%+5713F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,429$196K<0.01%-62813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,255$193K0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC13,281$192K0.03%+2,54413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,853$174K<0.01%new13F-HRTimelineGroup
Treasure Coast Financial Planning12,523$170K0.11%+1,65313F-HRTimeline
Balboa Wealth Partners11,962$162K0.04%new13F-HRTimeline
BlackDiamond Wealth Management, LLC11,099$162K0.11%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,100$151K<0.01%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,092$151K0.06%+12713F-HRTimeline
Atria Investments, Inc10,356$141K<0.01%-1,31113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,329$127K<0.01%-38,65213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,893$94.2K<0.01%+2,91813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…4,534$61.5K<0.01%-15,77413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,473$60.7K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.4,300$58.4K<0.01%+2,85013F-HRTimeline
GAMMA Investing LLC2,775$37.7K<0.01%013F-HR/ATimeline
SBI Securities Co., Ltd.2,716$36.9K<0.01%+2,65013F-HRTimeline
IFP Advisors, Inc2,304$31.3K<0.01%+1,56413F-HRTimeline
LANARK FINANCIAL, INC.2,192$29K<0.01%+2,19013F-HRTimeline
Darwin Wealth Management, LLC2,282$25.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,727$23.5K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,195$16.2K0.01%+213F-HRTimeline
Continuum Advisory, LLC850$11.5K<0.01%+513F-HRTimeline
Raleigh Capital Management Inc.772$10.5K<0.01%+413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/700$9.5K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC401$5.72K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management372$5.05K<0.01%013F-HRTimelineGroup
MAI Capital Management120$1.63K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.104$1.41K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$81<0.01%-913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-47213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.