Skip to content
Disclosery

FDN FIRST TR EXCHANGE-TRADED FD

Follow

DJ INTERNT IDX (fund)

580 managers (586 13F filers) reported a position in FDN shares at 2024-12-31, 16,172,987 shares in all. 63 filers opened a position and 22 filers sold out during the quarter.

Managers
580
13F filers
586
New
63
Added
133
Reduced
215
Sold out
22
Shares held by filers
16,172,987

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.

HolderSharesValue% of portfolioChangeSource
Cornerstone Wealth Management, LLC5,333$1.3M0.09%-20813F-HRTimeline
MGO ONE SEVEN LLC5,322$1.29M0.05%+3313F-HRTimeline
Bedel Financial Consulting, Inc.4,875$1.29M0.18%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,278$1.28M<0.01%-5,46613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,237$1.27M<0.01%new13F-HRTimeline
Davis Investment Partners, LLC5,215$1.27M0.53%+99413F-HRTimeline
Fulcrum Equity Management5,170$1.26M1.24%new13F-HRTimeline
Unconventional Investor, LLC5,101$1.24M0.75%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,100$1.24M<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,093$1.24M0.29%013F-HRTimeline
TRUST CO OF OKLAHOMA5,082$1.24M0.39%013F-HRTimeline
Destiny Wealth Partners, LLC5,032$1.22M0.2%+4613F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD4,993$1.21M0.02%-73413F-HRTimelineGroup
Geneos Wealth Management Inc.4,926$1.2M0.04%-1,45913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,841$1.18M0.16%+1,89613F-HRTimeline
Austin Wealth Management, LLC4,697$1.17M0.24%-4513F-HRTimeline
Keebeck Wealth Management4,813$1.17M0.17%013F-HRTimeline
Ayalon Insurance Comp Ltd.4,758$1.16M0.36%013F-HRTimeline
Sargent Investment Group, LLC4,780$1.16M0.19%-10013F-HRTimeline
Summit Financial, LLC4,757$1.16M0.04%+14513F-HRTimeline
Smith Anglin Financial, LLC4,710$1.15M0.11%-2013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC4,704$1.14M0.45%-1513F-HRTimeline
Capital Investment Counsel, LLC4,670$1.14M0.19%013F-HRTimeline
Valeo Financial Advisors, LLC4,434$1.08M0.03%-11813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,400$1.07M<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.4,359$1.06M0.04%-3,07013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,323$1.05M0.09%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC4,265$1.04M0.04%-3013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding4,244$1.03M-38Timeline
Global Assets Advisory, LLC4,235$1.03M0.57%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC4,243$1.03M0.04%-913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,176$1.02M0.09%-886,37913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,128$1M0.02%-3513F-HRTimelineGroup
MAI Capital Management4,096$996K0.01%-28913F-HRTimeline
Bensler, LLC4,069$989K0.12%+11913F-HRTimeline
Harvest Investment Services, LLC4,052$985K0.24%+1,86413F-HRTimeline
Quantbot Technologies LP4,013$976K0.04%new13F-HRTimeline
MEANS INVESTMENT CO., INC.3,910$951K0.1%-2113F-HRTimeline
Princeton Global Asset Management LLC3,865$940K0.18%-5013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,859$938K0.06%+34313F-HRTimeline
SCOTIA CAPITAL INC.3,840$934K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,801$924K0.01%-22413F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.3,744$910K0.21%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,693$898K<0.01%-3,06513F-HR/ATimelineGroup
Kesler, Norman & Wride, LLC3,594$874K0.19%-12113F-HRTimeline
Consolidated Portfolio Review Corp3,534$859K0.14%-4813F-HRTimeline
626 Financial, LLC3,534$859K0.46%-1,01113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,447$838K0.02%+98613F-HRTimelineGroup
HB Wealth Management, LLC3,447$838K0.01%+40013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,383$835K<0.01%013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC3,434$835K0.26%new13F-HRTimeline
Holistic Financial Partners3,372$820K0.41%new13F-HRTimeline
Bison Wealth, LLC3,334$811K0.18%-2313F-HRTimeline
&PARTNERS3,287$810K0.01%+1,04913F-HRTimeline
Jacobi Capital Management LLC3,325$809K0.06%-2013F-HRTimeline
DAVIS R M INC3,269$795K0.02%+1313F-HRTimeline
Smart Portfolios, LLC3,163$769K0.81%-40113F-HRTimeline
Perennial Investment Advisors, LLC3,149$766K0.09%-913F-HRTimeline
HBK Sorce Advisory LLC3,142$764K0.02%-3113F-HRTimeline
Topsail Wealth Management, LLC3,115$757K0.16%13F-HRTimeline
SYNOVUS FINANCIAL CORP3,079$749K0.01%-1,18713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,060$744K0.06%new13F-HRTimeline
Perigon Wealth Management, LLC3,011$743K0.02%-34913F-HRTimeline
Polymer Capital Management (HK) LTD3,000$730K0.13%+30013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,978$724K<0.01%-80713F-HRTimelineGroup
OneDigital Investment Advisors LLC2,978$724K0.01%+4513F-HRTimeline
GREAT LAKES ADVISORS, LLC2,928$712K0.01%013F-HRTimeline
Richmond Investment Services, LLC2,914$709K0.4%13F-HRTimeline
Realta Investment Advisors2,875$708K0.29%+13513F-HRTimeline
MinichMacGregor Wealth Management, LLC2,839$690K0.14%-52913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,775$675K0.06%013F-HRTimeline
Wealthstream Advisors, Inc.2,765$672K0.12%013F-HRTimeline
Atlas Private Wealth Advisors2,760$671K0.1%-71813F-HRTimeline
Capital Investment Advisory Services, L…2,719$661K0.06%-913F-HRTimeline
MWA Asset Management2,685$653K0.43%-4513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,631$640K0.01%+56113F-HRTimelineGroup
HF Advisory Group, LLC2,586$629K0.29%-8913F-HRTimeline
Quantinno Capital Management LP2,563$623K0.01%+82613F-HRTimeline
Mission Hills Financial Advisory, LLC2,543$618K0.48%+1313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,532$616K1.07%13F-HRTimeline
Lineweaver Wealth Advisors, LLC2,529$615K0.11%013F-HRTimeline
Maxwell Wealth Strategies Inc.2,521$613K0.25%013F-HRTimeline
Sequent Planning LLC2,512$611K0.22%-8613F-HRTimeline
McKinley Carter Wealth Services, Inc.2,507$610K0.04%-11313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,496$607K0.02%+25613F-HRTimeline
NorthCoast Asset Management LLC2,481$603K<0.01%+1,13713F-HR/ATimeline
Choate Investment Advisors2,470$601K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC2,461$598K0.29%-36013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,432$591K0.01%+1,13713F-HRTimelineGroup
Good Life Advisors, LLC2,416$587K0.04%-11213F-HRTimeline
Sandy Spring Bank2,413$587K0.02%-2513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,403$584K0.43%-22613F-HRTimeline
Annex Advisory Services, LLC2,379$579K0.02%+1,00813F-HRTimeline
Trexquant Investment LP2,356$573K0.01%-1,04713F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,329$566K0.01%new13F-HRTimelineGroup
Rockline Wealth Management, LLC2,318$564K0.15%-76913F-HRTimeline
Signal Advisors Wealth, LLC2,282$555K0.06%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC2,198$534K0.32%new13F-HRTimeline
Global View Capital Management LLC2,169$529K0.19%13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,154$524K0.09%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,153$524K0.21%-3613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,142$521K<0.01%-3513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,141$520K0.09%013F-HRTimeline
Tyler-Stone Wealth Management2,118$515K0.09%013F-HRTimeline
Founders Financial Alliance, LLC2,116$515K0.14%+713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,088$508K0.02%+3913F-HRTimeline
Fusion Capital, LLC2,082$506K0.2%-513F-HRTimeline
Leelyn Smith, LLC2,079$506K0.09%-45913F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,063$502K0.43%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,047$498K0.01%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,981$482K<0.01%+613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP1,975$480K<0.01%-7713F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,948$474K0.02%-83413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,941$472K<0.01%-2,40913F-HRTimelineGroup
Glassman Wealth Services1,935$471K0.08%013F-HRTimeline
Allworth Financial LP1,835$470K<0.01%+10413F-HRTimeline
TOWNSQUARE CAPITAL LLC1,929$469K0.01%-40413F-HRTimeline
Signature Wealth Management Partners, L…1,912$465K0.32%-11713F-HRTimeline
TFG Advisers LLC1,867$454K0.16%-913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,832$445K<0.01%+58013F-HRTimelineGroup
Asset Dedication, LLC1,828$445K0.03%-10413F-HRTimeline
Claro Advisors Inc.1,823$443K0.06%-1013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,817$442K0.19%+34913F-HRTimeline
tru Independence LLC1,814$441K0.14%-5113F-HRTimeline
Quantitative Investment Management, LLC1,807$439K0.03%-5,58413F-HRTimeline
ABLE Financial Group, LLC1,791$436K0.13%-4113F-HRTimeline
Sensible Money, LLC1,788$435K0.19%013F-HRTimeline
Maltin Wealth Management, Inc.1,785$434K0.21%013F-HRTimeline
Mutual Advisors, LLC1,736$428K0.01%+5413F-HRTimeline
HBW ADVISORY SERVICES LLC1,756$427K0.04%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC1,755$427K0.37%13F-HRTimeline
Ignite Planners, LLC1,723$424K0.09%013F-HRTimeline
Gratus Wealth Advisors, LLC1,736$422K0.07%-313F-HRTimeline
Patriot Financial Group Insurance Agenc…1,724$419K0.06%-1,72513F-HRTimeline
Private Portfolio Partners LLC1,723$419K0.08%+113F-HRTimeline
Madison Wealth Partners, Inc1,718$418K0.12%013F-HRTimeline
Eagle Strategies LLC1,712$416K0.07%-213F-HRTimeline
BlueChip Wealth Advisors LLC1,705$415K0.23%+27913F-HRTimeline
Robertson Stephens Wealth Management, L…1,705$415K0.01%-3513F-HRTimeline
Crown Wealth Group, LLC1,705$415K0.17%-6413F-HRTimeline
Keystone Financial Group1,703$414K0.04%-1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,696$412K<0.01%+8813F-HRTimeline
CIBC WORLD MARKET INC.1,692$411K<0.01%-5013F-HRTimeline
Strategic Blueprint, LLC1,651$401K0.02%-3113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,632$397K<0.01%+36913F-HRTimelineGroup
Ridgeline Wealth Planning, LLC1,627$396K0.38%13F-HRTimeline
Redhawk Wealth Advisors, Inc.1,607$391K0.05%-3913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,603$390K0.03%-1413F-HRTimeline
Dakota Wealth Management1,600$389K0.01%-10013F-HRTimeline
CHOREO, LLC1,598$389K0.01%013F-HRTimeline
Cambridge Advisors Inc.1,596$388K0.09%-20613F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC1,553$378K0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,547$376K<0.01%-1,00213F-HRTimelineGroup
IEQ CAPITAL, LLC1,546$376K<0.01%+2213F-HRTimeline
EWG Elevate Inc.1,543$375K0.11%new13F-HRTimeline
Koshinski Asset Management, Inc.1,519$369K0.03%013F-HRTimeline
Q3 Asset Management1,498$364K0.23%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,480$360K<0.01%-513F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC1,471$358K0.01%+1913F-HRTimeline
Golden State Wealth Management, LLC1,470$357K0.05%13F-HRTimeline
Diversified Enterprises, LLC1,462$356K0.03%+9913F-HRTimeline
High Net Worth Advisory Group LLC1,450$353K0.1%-12513F-HRTimeline
Strategic Wealth Investment Group, LLC1,422$346K0.04%+113F-HR/ATimeline
PRIVATE CLIENT SERVICES, LLC1,420$345K0.19%+19313F-HRTimeline
Accurate Wealth Management, LLC1,418$345K0.07%+24613F-HRTimeline
Meridian Wealth Management, LLC1,406$342K0.02%-13213F-HRTimeline
NOVEM GROUP1,390$338K0.05%13F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,386$337K0.05%new13F-HRTimeline
Capital Wealth Alliance, LLC1,373$334K0.19%-8113F-HRTimeline
Genesee Capital Advisors, LLC1,370$333K0.15%013F-HRTimeline
Bison Wealth, LLC1,360$331K0.04%13F-HRTimeline
CERTUITY, LLC1,353$329K0.04%-10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,351$329K0.07%+8413F-HRTimeline
Moloney Securities Asset Management, LLC1,347$328K0.04%-21313F-HRTimeline
Sather Financial Group Inc1,340$326K0.02%013F-HRTimeline
Syntegra Private Wealth Group, LLC1,322$321K0.04%-41613F-HRTimeline
Walkner Condon Financial Advisors LLC1,303$317K0.06%-18613F-HRTimeline
Rollins Financial Advisors, LLC1,301$316K0.05%-34213F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,299$316K0.24%013F-HRTimeline
National Wealth Management Group, LLC1,290$314K0.21%-2413F-HRTimeline
Cordgrass Capital Advisors, LLC1,282$312K0.09%013F-HRTimeline
Belpointe Asset Management LLC1,534$311K0.02%013F-HRTimeline
Archer Investment Corp1,269$309K0.08%013F-HRTimeline
GARRISON POINT ADVISORS, LLC1,268$308K0.15%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,267$308K<0.01%+3313F-HRTimeline
Savvy Advisors, Inc.1,265$308K0.04%-5413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,254$305K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,253$305K0.01%+18313F-HRTimeline
FAS Wealth Partners, Inc.1,244$303K0.03%013F-HRTimeline
Axos Invest Inc.1,235$300K0.22%-10113F-HRTimeline
Aptus Capital Advisors, LLC1,235$300K<0.01%+72413F-HRTimeline
Petix & Botte Co1,234$300K0.08%013F-HRTimeline
Csenge Advisory Group1,224$298K0.02%+26913F-HRTimeline
REAP Financial Group, LLC1,220$297K0.07%+613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,217$296K0.08%13F-HRTimelineGroup
Keystone Wealth Services, LLC1,214$295K0.08%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,212$295K0.03%+11313F-HRTimeline
BBR PARTNERS, LLC1,200$292K0.02%new13F-HRTimeline
Insight Advisors, LLC/ PA1,187$291K0.05%-1613F-HRTimeline
Tempus Wealth Planning, LLC1,198$291K0.09%-7613F-HRTimeline