FDL FIRST TR EXCHANGE-TRADED FD
FollowSHS (fund)
404 managers (407 13F filers) reported a position in FDL shares at 2024-12-31, 63,752,152 shares in all. 30 filers opened a position and 25 filers sold out during the quarter.
- Managers
- 404
- 13F filers
- 407
- New
- 30
- Added
- 162
- Reduced
- 111
- Sold out
- 25
- Shares held by filers
- 63,752,152
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 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 5 | $210 | <0.01% | 0 | 13F-HRTimelineGroup |
| HANTZ FINANCIAL SERVICES, INC. | 2 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 0 | $0 | 0% | new | 13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |