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FDL FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

432 managers (435 13F filers) reported a position in FDL shares at 2025-03-31, 74,246,758 shares in all. 58 filers opened a position and 23 filers sold out during the quarter.

Managers
432
13F filers
435
New
58
Added
163
Reduced
136
Sold out
23
Shares held by filers
74,246,758

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
Mascoma Wealth Management LLC691$30K0.01%013F-HRTimeline
Paladin Advisory Group, LLC668$29K0.02%new13F-HRTimeline
PSI Advisors, LLC622$27K0.01%-3,95513F-HRTimeline
Addison Advisors LLC600$26.1K0.01%-20013F-HRTimeline
Quest 10 Wealth Builders, Inc.564$24.5K0.03%new13F-HRTimeline
Creekmur Asset Management LLC557$24.2K0.01%-113F-HRTimeline
Transce3nd, LLC478$20.8K0.01%+46913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC350$15.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC350$15.2K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co368$15.1K0.01%13F-HRTimeline
AdvisorNet Financial, Inc343$14.9K<0.01%-15513F-HRTimeline
Copia Wealth Management318$13.8K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC310$13.5K0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.295$12.8K<0.01%013F-HRTimelineGroup
Key Financial Inc283$12.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc275$11.9K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.257$11.2K0.01%new13F-HR/ATimeline
McIlrath & Eck, LLC200$8.69K<0.01%013F-HRTimeline
TD Capital Management LLC137$5.94K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC121$5.26K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department110$4.78K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.107$4.66K<0.01%013F-HR/ATimeline
Tidemark, LLC102$4.43K<0.01%013F-HRTimeline
Brooklyn Investment Group98$4.26K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.69$3K<0.01%+6713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…68$2.95K<0.01%-4213F-HRTimelineGroup
Lord & Richards Wealth Management, LLC60$2.61K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.40$1.74K<0.01%-16013F-HRTimeline
BFSG, LLC31$1.37K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners36$1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$438<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18,54213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.