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Disclosery

FDD FIRST TR EXCHANGE-TRADED FD

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COMMON SHS (fund)

132 managers (135 13F filers) reported a position in FDD shares at 2026-03-31, 26,320,781 shares in all. 22 filers opened a position and 8 filers sold out during the quarter.

Managers
132
13F filers
135
New
22
Added
59
Reduced
35
Sold out
8
Shares held by filers
26,320,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,640,776$64.8M<0.01%+289,36013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,411,224$42.9M0.01%+194,69013F-HR/ATimelineGroup
MANCHESTER FINANCIAL INC1,966,746$35M6.72%+538,01113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,716,880$30.6M0.01%+46813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,471,715$26.2M<0.01%+57,67613F-HRTimelineGroup
LPL Financial LLC1,412,568$25.2M0.01%+318,12013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,344,728$23.9M0.01%+200,11513F-HR/ATimelineGroup
ODonnell Financial Services, LLC893,463$15.9M5.47%+19,45113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.801,946$14.3M0.02%-83,03613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/669,210$11.9M<0.01%+229,72313F-HRTimelineGroup
Intellectus Partners, LLC553,018$9.85M2.01%-56,93913F-HRTimeline
Prospera Financial Services Inc552,730$9.84M0.16%+93,39213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding414,566$7.38M+16,963Timeline
Janney Montgomery Scott LLC391,380$6.97M0.02%-18,28213F-HRTimeline
IFP Advisors, Inc368,685$6.57M0.14%+39,67713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC347,893$6.2M0.01%+206,01413F-HRTimelineGroup
Owen LaRue, LLC247,248$4.4M1.69%+8,13113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246,647$4.22M<0.01%+68,43313F-HRTimelineGroup
Allie Family Office LLC226,903$4.04M1.76%+9,96013F-HR/ATimeline
Warner Group LLC225,128$4.01M2.62%-22,62413F-HRTimeline
HARBOUR INVESTMENTS, INC.223,462$3.98M0.06%+77,69713F-HRTimeline
Atria Investments, Inc222,095$3.96M0.04%-222,46413F-HRTimeline
Sanctuary Advisors, LLC216,836$3.86M0.02%-224,34313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.218,099$3.82M0.02%-1,91013F-HRTimelineGroup
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …214,069$3.81M2.12%-2,90913F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding203,880$3.63M+101,946Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,654$3.63M<0.01%+34,56013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC201,759$3.59M0.16%-12,14313F-HRTimeline
FLOW TRADERS U.S. LLC190,310$3.39M0.11%new13F-HRTimeline
Next Level Private LLC185,549$3.3M0.75%-1,10013F-HRTimeline
Hobart Private Capital, LLC177,046$3.15M0.62%-913F-HRTimeline
NewEdge Advisors, LLC170,069$3.03M0.01%+26,71813F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding169,225$3.01M+68,276Timeline
Steward Partners Investment Advisory, L…164,847$2.94M0.01%+1,08313F-HRTimeline
Cetera Investment Advisers163,029$2.9M<0.01%+17,34613F-HRTimeline
Waverly Advisors, LLC152,477$2.72M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,520$2.66M<0.01%-6,80313F-HRTimelineGroup
Cambridge Investment Research Advisors,…147,656$2.63M0.01%+22,67713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.146,194$2.6M<0.01%+118,19013F-HRTimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.138,460$2.47M1.14%new13F-HRTimeline
Concorde Asset Management, LLC137,401$2.45M1.2%-18,31113F-HRTimeline
N.E.W. Advisory Services LLC136,504$2.43M0.18%+131,68813F-HRTimeline
Ignite Planners, LLC127,239$2.27M0.35%+13,51813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,015$2.26M<0.01%+8,38713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC119,276$2.12M<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance116,379$2.07M0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC102,820$1.83M0.01%+11,74213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,764$1.83M<0.01%+11,98413F-HRTimelineGroup
Gateway Wealth Partners, LLC93,912$1.67M0.07%+54,88713F-HRTimeline
Farther Finance Advisors, LLC79,133$1.43M0.01%+77,18513F-HRTimeline
Foundations Investment Advisors, LLC79,260$1.41M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…76,095$1.36M0.01%+17,54413F-HRTimelineGroup
Navis Wealth Advisors, LLC72,651$1.29M0.66%-23,04113F-HRTimeline
Moors & Cabot, Inc.59,745$1.06M0.05%+34,10613F-HRTimeline
BlueChip Wealth Advisors LLC58,972$1.05M0.46%+29813F-HRTimeline
Quantinno Capital Management LP55,900$996K<0.01%+39,90013F-HRTimeline
Integrated Wealth Concepts LLC55,718$992K0.01%-30,46813F-HRTimeline
Wisconsin Wealth Advisors, LLC55,534$989K0.97%+2,04513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…54,969$979K<0.01%+23,48013F-HRTimelineGroup
Snowden Capital Advisors LLC54,005$962K0.03%+9,99313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV52,930$943K<0.01%new13F-HRTimeline
Private Advisory Group LLC52,768$940K0.07%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…48,137$857K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…46,143$829K<0.01%-19,37813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,878$817K<0.01%+9,27313F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41,155$742K0.05%+1,20113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…37,258$664K0.01%+1,50013F-HRTimelineGroup
Elevated Capital Advisors, LLC36,716$654K0.16%-4,79113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC33,115$590K0.42%-18213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth32,651$582K<0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC28,394$506K<0.01%+80713F-HRTimeline
Topsail Wealth Management, LLC27,428$488K0.07%+7,25313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.25,850$460K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC25,500$454K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,910$426K0.01%-28613F-HR/ATimeline
Balboa Wealth Partners22,923$408K0.07%+3,27213F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC22,753$405K0.15%-6513F-HRTimeline
HighPoint Advisor Group LLC22,444$400K0.02%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,481$383K<0.01%-75813F-HRTimelineGroup
RFG Advisory, LLC20,783$370K0.01%+9,82513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.19,829$353K<0.01%+8,35613F-HRTimelineGroup
Berger Financial Group, Inc19,119$341K0.02%-1,00513F-HRTimeline
KINTRA WEALTH, LLC17,739$316K0.02%-30,84513F-HRTimeline
CALTON & ASSOCIATES, INC.17,201$306K0.04%+1,66513F-HRTimeline
Sigma Planning Corp15,671$279K0.01%-4,29513F-HRTimeline
J.W. COLE ADVISORS, INC.15,227$271K0.01%new13F-HRTimeline
Compound Planning, Inc.14,914$266K0.01%+24313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC14,617$260K0.03%-33413F-HRTimeline
MGO ONE SEVEN LLC14,068$251K0.01%+59013F-HRTimeline
Strategic Financial Partners, Ltd.13,887$247K0.11%+17113F-HRTimeline
Register Financial Advisors LLC13,816$246K0.09%+1313F-HRTimeline
Advisory Services Network, LLC13,569$242K<0.01%-61313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,183$235K<0.01%-47413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,500$223K<0.01%013F-HRTimelineGroup
Treasure Coast Financial Planning11,984$213K0.11%-2,02513F-HRTimeline
Merit Financial Group, LLC11,980$213K<0.01%new13F-HRTimeline
LVZ, Inc.11,500$205K0.02%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.10,561$188K0.06%-1,53813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,517$187K0.01%-9,97313F-HRTimeline
SBI Securities Co., Ltd.8,545$152K<0.01%-10613F-HRTimeline
Larson Financial Group LLC7,080$126K<0.01%+28013F-HRTimeline
FMR LLCin group FMR LLC4,437$79K<0.01%+23013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,216$75.1K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,650$65K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,200$57K<0.01%-1,80013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,000$53.4K<0.01%013F-HRTimeline
GAMMA Investing LLC2,775$49.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC2,158$38.5K0.01%+813F-HRTimeline
Triumph Capital Management1,600$28.5K0.01%-30013F-HRTimeline
MTM Investment Management, LLC1,500$26.7K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,213$21.6K0.01%+513F-HRTimeline
CWM, LLCin group CWM, LLC1,197$21.3K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,164$21K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,000$17.8K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC1,000$17.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.750$13.4K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC743$12.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.680$12.1K<0.01%+213F-HRTimeline
Pinnacle Bancorp, Inc.639$11.4K<0.01%+53513F-HRTimeline
DHJJ Financial Advisors, Ltd.557$9.92K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC516$9.3K<0.01%013F-HRTimeline
Rossby Financial, LCC401$7.23K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC340$6.05K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA330$5.88K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.314$5.59K<0.01%013F-HRTimeline
SIGNATUREFD, LLC173$3.08K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV162$2.88K<0.01%new13F-HRTimeline
MAI Capital Management120$2.14K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS105$1.87K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC70$1.25K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$912<0.01%-9,94713F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12$214<0.01%new13F-HRTimelineGroup