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Disclosery

FDM FIRST TR EXCHANGE-TRADED FD

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COM SHS ANNUAL (fund)

83 managers (85 13F filers) reported a position in FDM shares at 2026-03-31, 1,690,093 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
83
13F filers
85
New
9
Added
25
Reduced
29
Sold out
6
Shares held by filers
1,690,093

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

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
LPL Financial LLC214,367$17.6M<0.01%+45,33513F-HRTimeline
Chicago Partners Investment Group LLC192,065$16.8M0.38%+1,58713F-HRTimeline
Private Advisory Group LLC189,337$15.5M1.08%-1,66313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.164,639$14.1M1.97%-8,79313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.139,406$11.4M0.02%+1,82513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY94,507$7.76M<0.01%-1,14113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,786$6.71M<0.01%+4,41713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,873$4.59M<0.01%+25913F-HRTimelineGroup
HB Wealth Management, LLC45,000$3.69M0.02%013F-HRTimeline
&PARTNERS42,823$3.52M0.02%-2,19413F-HRTimeline
Empirical Financial Services, LLC d.b.a…35,823$2.94M0.05%-41513F-HRTimeline
Kendall Capital Management24,307$2M0.41%+2,09813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,318$1.75M<0.01%+12,06013F-HRTimelineGroup
WESCAP Management Group, Inc.19,596$1.61M0.32%-38413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,770$1.52M<0.01%+3,89413F-HRTimelineGroup
Bristlecone Value Partners, LLC15,458$1.27M1.12%-59113F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC14,439$1.26M0.54%-54813F-HRTimeline
Urban Financial Advisory Corp14,844$1.22M0.43%+2,52413F-HRTimeline
Noble Family Wealth, LLC14,205$1.17M0.24%-73613F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/13,085$1.07M<0.01%-4,18813F-HRTimelineGroup
Texas Yale Capital Corp.12,815$1.05M0.03%+7513F-HRTimeline
Envision Financial LLC12,432$1.02M0.55%-1,92813F-HRTimeline
UBS Group AGgroup of 2 filers holding11,930$979K-176Timeline
Allworth Financial LP11,413$937K<0.01%-36613F-HRTimeline
Sanctuary Advisors, LLC11,269$925K0.01%+2,60513F-HRTimeline
Camelot Portfolios, LLC10,797$886K0.67%-3,26413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP10,700$878K<0.01%+4,50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,622$872K<0.01%-7413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,087$828K+342Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,541$783K<0.01%-3,88613F-HRTimelineGroup
E6 Portfolios, LLC9,156$752K0.78%+18113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,971$736K0.01%-26613F-HRTimelineGroup
SMITH, MOORE & CO.8,862$727K0.05%+14813F-HRTimeline
Cetera Investment Advisers8,508$698K<0.01%-2,46613F-HRTimeline
Pacific Sun Financial Corp8,095$664K0.32%+2013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,845$644K<0.01%-3,04013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,793$640K<0.01%+72513F-HRTimeline
Ausdal Financial Partners, Inc.7,704$632K0.03%+213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,839$561K<0.01%+2,62313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,194$508K<0.01%013F-HRTimeline
SHP Wealth Management6,161$506K0.04%new13F-HRTimeline
Wagner Wealth Management, LLC5,782$475K0.1%-413F-HRTimeline
Gladstone Institutional Advisory LLC5,183$425K0.02%new13F-HRTimeline
Arkadios Wealth Advisors5,125$421K0.01%new13F-HRTimeline
HighTower Advisors, LLC5,123$421K<0.01%-10913F-HRTimeline
Gemmer Asset Management LLC4,544$373K0.03%+1313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,077$335K<0.01%-2,43113F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,073$334K<0.01%+1,52713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,770$309K<0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,411$280K0.03%-43113F-HRTimeline
Allodium Investment Consultants, LLC3,403$279K0.13%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,190$262K<0.01%-8513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,150$259K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC3,068$252K0.01%-13013F-HR/ATimeline
Whitaker-Myers Wealth Managers, LTD.2,984$245K0.05%+17313F-HRTimeline
Quantinno Capital Management LP2,933$241K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,521$207K0.01%+613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE2,503$205K0.03%-1,78313F-HRTimeline
Aspect Partners, LLC2,489$204K0.08%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,426$199K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,350$193K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,515$124K<0.01%-613F-HR/ATimeline
Salomon & Ludwin, LLC1,291$108K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.769$63.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV706$57.9K<0.01%+7613F-HRTimeline
FMR LLCin group FMR LLC682$56K<0.01%+11513F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC550$45.1K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC500$41K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.400$32.8K<0.01%013F-HRTimeline
Mosley Wealth Management400$30.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…261$21.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC255$20.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO220$17.8K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc174$14.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC145$12K<0.01%013F-HRTimeline
Larson Financial Group LLC141$11.6K<0.01%-2113F-HRTimeline
Farther Finance Advisors, LLC118$9.76K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112$9.19K<0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC108$8.87K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC83$7K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…83$6.77K<0.01%+113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc59$4.83K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.34$2.79K<0.01%013F-HRTimeline

Events

  • Robert W. Baird & Co. Inc and 2 other reporting persons reported 144,643 FDM shares, 4.9% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-09. 0000810972-26-000050

    Accepted , ingested