FDM FIRST TR EXCHANGE-TRADED FD
FollowCOM SHS ANNUAL (fund)
Filings received so far for Q3 2026: 3 13F filers report a position in FDM 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
Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.
- Robert W. Baird & Co. Inc(group Baird Financial Group, Inc.)
144,643 shares, 4.9% in a 13G/A as of 2026-09-30,0000810972-26-000050
Accepted , ingested
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 3,258 | $285K | 0.01% | +687 | 13F-HRTimeline |
| Whitaker-Myers Wealth Managers, LTD. | 3,252 | $285K | 0.05% | +71 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 118 | $10.3K | <0.01% | 0 | 13F-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