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Disclosery

FDD FIRST TR EXCHANGE-TRADED FD

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COMMON SHS (fund)

123 managers (125 13F filers) reported a position in FDD shares at 2025-12-31, 23,520,920 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
123
13F filers
125
New
15
Added
59
Reduced
33
Sold out
14
Shares held by filers
23,520,920

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY3,351,416$58.6M<0.01%+66,14713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,216,534$38.8M0.01%-111,08513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,716,412$30M0.01%+58,20813F-HRTimelineGroup
MANCHESTER FINANCIAL INC1,428,735$25M4.68%-3,04613F-HRTimeline
UBS Group AGin group UBS Group AG1,414,039$24.7M<0.01%-207,41313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,144,613$20M<0.01%-46,57713F-HRTimelineGroup
LPL Financial LLC1,094,448$19.2M0.01%+270,77713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.884,982$15.5M0.02%+35,06613F-HRTimelineGroup
ODonnell Financial Services, LLC874,012$15.3M5.23%+46,01113F-HRTimeline
Intellectus Partners, LLC609,957$10.7M2.06%-11,73413F-HRTimeline
Prospera Financial Services Inc459,338$8.04M0.13%+196,08213F-HRTimeline
Atria Investments, Inc444,559$7.78M0.09%+9,95513F-HRTimeline
Sanctuary Advisors, LLC441,179$7.72M0.04%+9,20713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/439,487$7.69M<0.01%-303,35513F-HRTimelineGroup
Janney Montgomery Scott LLC409,662$7.17M0.02%+3,08213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding397,603$6.96M+49,430Timeline
IFP Advisors, Inc329,008$5.76M0.13%+6,03613F-HRTimeline
ORG Partners LLC286,050$5.01M0.88%+72,45013F-HRTimeline
Warner Group LLC247,752$4.34M2.67%-30,58713F-HRTimeline
Owen LaRue, LLC239,117$4.18M1.59%+39,61513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.220,009$3.85M0.03%+6,35413F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …216,978$3.8M2.06%+9,51613F-HRTimeline
Allie Family Office LLC216,943$3.8M1.77%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC213,902$3.74M0.18%+11,44213F-HRTimeline
Next Level Private LLC186,649$3.27M0.86%+7,59113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP178,214$3.12M<0.01%+65,97113F-HRTimelineGroup
Hobart Private Capital, LLC177,055$3.1M0.6%+9,00713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA169,094$2.96M<0.01%+72,12613F-HRTimelineGroup
Steward Partners Investment Advisory, L…163,764$2.87M0.02%+3,07613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP156,323$2.74M<0.01%-2,16913F-HRTimelineGroup
Concorde Asset Management, LLC155,712$2.72M1.09%+1,55113F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.155,060$2.71M1.95%-1,81113F-HRTimeline
HARBOUR INVESTMENTS, INC.145,765$2.55M0.05%-6,54013F-HRTimeline
Cetera Investment Advisers145,683$2.55M<0.01%+1,03113F-HRTimeline
NewEdge Advisors, LLC143,351$2.51M0.01%+124,60913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,879$2.48M<0.01%-365,64813F-HRTimelineGroup
Cambridge Investment Research Advisors,…124,979$2.19M0.01%+18,52713F-HRTimeline
Ignite Planners, LLC113,721$2.09M0.32%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC118,628$2.08M<0.01%+10,16413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC101,934$1.78M0.7%-1,23213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding100,949$1.77M+9,713Timeline
Navis Wealth Advisors, LLC95,692$1.67M0.71%new13F-HRTimeline
MML INVESTORS SERVICES, LLC91,078$1.59M<0.01%+6,03513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,780$1.59M<0.01%-36,75613F-HR/ATimelineGroup
Integrated Wealth Concepts LLC86,186$1.51M0.02%+1013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…65,521$1.17M<0.01%+3,04313F-HRTimeline
BlueChip Wealth Advisors LLC58,674$1.03M0.43%-1,12813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…58,551$1.02M0.01%+25,46613F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC53,489$936K0.92%+38313F-HRTimeline
KINTRA WEALTH, LLC48,584$850K0.12%new13F-HRTimeline
COMERICA BANK48,221$844K<0.01%+1,23013F-HRTimeline
Snowden Capital Advisors LLC44,012$770K0.02%+12,00013F-HRTimeline
J2 Capital Management Inc41,523$727K0.53%+72413F-HRTimeline
Elevated Capital Advisors, LLC41,507$726K0.17%-2,24213F-HRTimeline
Global Assets Advisory, LLC40,400$707K0.2%+5,20013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…39,954$699K0.05%-5,05113F-HRTimeline
Gateway Wealth Partners, LLC39,025$683K0.08%+10513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,605$641K<0.01%+2,17013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…35,758$626K0.01%013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC33,297$583K0.42%-16213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,651$571K<0.01%-5,65713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,489$551K<0.01%+30,86313F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,004$490K<0.01%+6,87713F-HRTimelineGroup
Orion Porfolio Solutions, LLC27,587$483K<0.01%-3,32513F-HRTimeline
Moors & Cabot, Inc.25,639$449K0.02%+1,21913F-HRTimeline
WEDBUSH SECURITIES INC25,500$446K0.01%+14513F-HRTimeline
Coppell Advisory Solutions LLC24,398$428K0.04%-3,77113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,196$423K0.01%+2,06713F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC22,818$399K0.14%+12013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC22,239$389K<0.01%+54513F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED20,490$360K0.02%+83313F-HRTimeline
Topsail Wealth Management, LLC20,175$353K0.05%+4,60013F-HRTimeline
Berger Financial Group, Inc20,124$352K0.02%+82013F-HRTimeline
Sigma Planning Corp19,966$349K0.01%+3,44113F-HRTimeline
Balboa Wealth Partners19,651$344K0.06%-8,47413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,814$312K0.01%-66213F-HRTimelineGroup
Quantinno Capital Management LP16,000$280K<0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.15,536$272K0.04%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,951$262K0.03%-4313F-HRTimeline
Compound Planning, Inc.14,671$257K0.01%+31713F-HRTimeline
Advisory Services Network, LLC14,182$248K<0.01%-1,06313F-HRTimeline
Treasure Coast Financial Planning14,009$245K0.13%+51613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,985$245K0.08%-54413F-HRTimelineGroup
Register Financial Advisors LLC13,803$242K0.09%+3513F-HRTimeline
Strategic Financial Partners, Ltd.13,716$240K0.1%-20413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,657$239K<0.01%+4113F-HRTimelineGroup
MGO ONE SEVEN LLC13,478$236K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,500$219K<0.01%-116,25313F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.12,099$212K0.07%-7413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,473$201K<0.01%-99213F-HRTimelineGroup
RFG Advisory, LLC10,958$192K<0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,442$183K0.01%-58913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,000$175K<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.8,651$151K<0.01%-20013F-HRTimeline
Larson Financial Group LLC6,800$119K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC5,843$102K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,000$87.4K<0.01%+3,80013F-HRTimelineGroup
N.E.W. Advisory Services LLC4,816$84.3K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC4,207$73.6K<0.01%+4213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,650$63.9K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,000$52.5K<0.01%013F-HRTimeline
GAMMA Investing LLC2,775$48.6K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2,150$37.6K0.01%-2113F-HRTimeline
Farther Finance Advisors, LLC1,948$34.1K<0.01%+15613F-HRTimeline
Triumph Capital Management1,900$33.2K0.01%new13F-HRTimeline
MTM Investment Management, LLC1,500$26.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,208$21.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,000$17.5K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC1,000$17.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.750$13.1K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.678$11.9K<0.01%-613F-HRTimeline
Sound Income Strategies, LLC516$9.16K<0.01%+42913F-HRTimeline
Rossby Financial, LCC401$7.02K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC340$5.95K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA330$5.78K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.314$5.5K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd218$3.81K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC173$3.03K<0.01%013F-HRTimeline
MAI Capital Management120$2.1K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.104$1.82K<0.01%013F-HRTimeline
Signature Equity Partners, LLC70$1.23K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC30$525<0.01%new13F-HRTimeline
BXM Wealth LLC28,875$1.65Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.