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FDL FIRST TR EXCHANGE-TRADED FD

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SHS (fund)

Filings received so far for Q3 2026: 20 13F filers report a position in FDL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Investors Research Corp160,279$7.87M1.38%+8,31013F-HRTimeline
Farther Finance Advisors, LLC141,846$6.97M0.05%+30413F-HRTimeline
Wisconsin Wealth Advisors, LLC96,186$4.72M3.97%+1,29313F-HRTimeline
Avidian Wealth Enterprises, LLC51,258$2.52M0.07%-46813F-HRTimeline
Balefire, LLC43,119$2.12M0.33%-11,39213F-HRTimeline
First Heartland Consultants, Inc.26,970$1.32M0.09%-12,36213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC20,985$1.03M0.25%+31013F-HRTimeline
Crumly & Associates Inc.19,524$959K0.17%-12313F-HRTimeline
CoreCap Advisors, LLC13,932$684K0.02%-13513F-HRTimeline
Weaver Consulting Group13,771$676K0.13%013F-HRTimeline
Sound Income Strategies, LLC8,788$441K0.02%-19013F-HRTimeline
TrueWealth Advisors, LLC8,339$410K0.09%+1,68713F-HRTimeline
Heartwood Wealth Advisors LLC6,900$339K0.03%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC4,718$232K0.22%-67913F-HRTimeline
Roxbury Financial LLC3,067$151K0.12%+1,53113F-HRTimeline
GAMMA Investing LLC2,246$110K<0.01%013F-HRTimeline
CX Institutional697$34K<0.01%+813F-HRTimeline
Trust Co586$28.8K<0.01%new13F-HRTimeline
GoalVest Advisory LLC510$25K<0.01%-11113F-HRTimeline
Bullock Wealth Management Group295$14.5K0.01%013F-HRTimeline