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Disclosery

FDN FIRST TR EXCHANGE-TRADED FD

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DJ INTERNT IDX (fund)

555 managers (560 13F filers) reported a position in FDN shares at 2025-03-31, 15,685,917 shares in all. 49 filers opened a position and 73 filers sold out during the quarter.

Managers
555
13F filers
560
New
49
Added
114
Reduced
244
Sold out
73
Shares held by filers
15,685,917

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
MGO ONE SEVEN LLC5,065$1.13M0.04%-25713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,032$1.12M0.01%-1,09513F-HRTimelineGroup
Destiny Wealth Partners, LLC5,032$1.12M0.18%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,009$1.11M<0.01%-22813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,943$1.1M<0.01%-33513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,834$1.07M0.02%-50413F-HRTimelineGroup
Keebeck Wealth Management4,765$1.06M0.16%-4813F-HRTimeline
Ayalon Insurance Comp Ltd.4,758$1.06M0.34%013F-HRTimeline
Sargent Investment Group, LLC4,758$1.06M0.17%-2213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC4,704$1.04M0.44%013F-HRTimeline
Capital Investment Counsel, LLC4,667$1.04M0.17%-313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,632$1.03M0.14%-20913F-HRTimeline
Cornerstone Wealth Management, LLC4,594$1.02M0.07%-73913F-HRTimeline
Main Street Financial Solutions, LLC4,562$1.01M0.09%-2,50213F-HRTimeline
Smith Anglin Financial, LLC4,560$1.01M0.11%-15013F-HRTimeline
Austin Wealth Management, LLC4,447$1.01M0.2%-25013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,511$1M0.01%+71013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4,510$1M<0.01%-95,57813F-HRTimelineGroup
Valeo Financial Advisors, LLC4,434$985K0.03%013F-HRTimeline
TRUST CO OF OKLAHOMA4,380$973K0.34%-70213F-HRTimeline
Focus Financial Network, Inc.4,271$949K0.04%-8813F-HRTimeline
Dynamic Advisor Solutions LLC4,250$944K0.03%-1513F-HRTimeline
Ashton Thomas Private Wealth, LLC4,174$927K0.04%-6913F-HRTimeline
Harvest Investment Services, LLC4,101$911K0.25%+4913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,004$889K0.08%-17213F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,999$888K0.04%new13F-HRTimeline
Fulcrum Equity Management3,961$880K0.96%-1,20913F-HRTimeline
&PARTNERS3,932$861K0.01%+64513F-HRTimeline
Bensler, LLC3,837$852K0.11%-23213F-HRTimeline
Princeton Global Asset Management LLC3,815$848K0.17%-5013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,786$841K0.02%-34213F-HRTimelineGroup
HB Wealth Management, LLC3,665$814K0.01%+21813F-HRTimeline
FSA WEALTH PARTNERS, INC.3,627$806K0.3%-11713F-HRTimeline
SCOTIA CAPITAL INC.3,587$797K<0.01%-25313F-HRTimeline
Consolidated Portfolio Review Corp3,537$786K0.13%+313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding3,518$782K-726Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,481$773K0.02%+3413F-HRTimelineGroup
SYNOVUS FINANCIAL CORP3,474$772K0.01%+39513F-HRTimeline
Kesler, Norman & Wride, LLC3,408$757K0.14%-18613F-HRTimeline
LaSalle St. Investment Advisors, LLC3,412$757K0.18%-2213F-HRTimeline
LANARK FINANCIAL, INC.3,356$745K0.06%+3,35313F-HRTimeline
Jacobi Capital Management LLC3,320$738K0.05%-513F-HRTimeline
PLANNING DIRECTIONS INC3,306$734K0.31%new13F-HRTimeline
QTR Family Wealth, LLC3,263$725K0.55%13F-HRTimeline
Smart Portfolios, LLC3,176$705K0.77%+1313F-HRTimeline
Perennial Investment Advisors, LLC3,154$701K0.08%+513F-HRTimeline
626 Financial, LLC3,150$700K0.36%-38413F-HRTimeline
Topsail Wealth Management, LLC3,115$692K0.14%013F-HRTimeline
HBK Sorce Advisory LLC3,102$689K0.02%-4013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,039$675K<0.01%+6113F-HRTimelineGroup
Perigon Wealth Management, LLC2,986$663K0.02%-2513F-HRTimeline
Realta Investment Advisors2,963$658K0.3%+8813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,931$651K<0.01%-76213F-HR/ATimelineGroup
GREAT LAKES ADVISORS, LLC2,928$650K0.01%013F-HRTimeline
MinichMacGregor Wealth Management, LLC2,844$632K0.14%+513F-HRTimeline
Wealthstream Advisors, Inc.2,765$614K0.11%013F-HRTimeline
Lineweaver Wealth Advisors, LLC2,717$604K0.1%+18813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,675$594K0.06%-10013F-HRTimeline
Quantinno Capital Management LP2,663$592K<0.01%+10013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,432$591K0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,656$590K0.02%-10,29313F-HRTimelineGroup
Capital Investment Advisory Services, L…2,641$587K0.05%-7813F-HRTimeline
Quantbot Technologies LP2,640$586K0.02%-1,37313F-HRTimeline
MWA Asset Management2,631$584K0.41%-5413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,627$584K<0.01%+65213F-HRTimelineGroup
MAI Capital Management2,614$581K<0.01%-1,48213F-HRTimeline
McKinley Carter Wealth Services, Inc.2,507$557K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,494$554K0.02%-213F-HRTimeline
Mission Hills Financial Advisory, LLC2,485$552K0.38%-5813F-HRTimeline
Atlas Private Wealth Advisors2,477$550K0.08%-28313F-HRTimeline
Sequent Planning LLC2,452$545K0.2%-6013F-HRTimeline
Virtue Capital Management, LLC2,449$543K0.06%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,444$543K0.06%-1,46613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,441$542K<0.01%-19013F-HRTimelineGroup
Good Life Advisors, LLC2,435$541K0.04%+1913F-HRTimeline
Quad-Cities Investment Group, LLC2,425$539K0.27%-3613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,424$538K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC2,403$534K<0.01%-7813F-HR/ATimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,403$534K0.38%013F-HRTimeline
Richmond Investment Services, LLC2,402$534K0.29%-51213F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,384$530K0.04%-1,47513F-HRTimeline
Annex Advisory Services, LLC2,379$528K0.01%013F-HRTimeline
Sandy Spring Bank2,351$522K0.02%-6213F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,329$517K0.01%013F-HRTimelineGroup
Trexquant Investment LP2,322$516K0.01%-3413F-HRTimeline
Pinnacle Family Advisors, LLC2,321$516K0.28%-5,49313F-HRTimeline
HF Advisory Group, LLC2,316$514K0.22%-27013F-HRTimeline
Rockline Wealth Management, LLC2,269$504K0.14%-4913F-HRTimeline
IEQ CAPITAL, LLC2,233$496K<0.01%+68713F-HRTimeline
Mullooly Asset Management, Inc.2,225$494K0.22%13F-HR/ATimeline
Choate Investment Advisors2,215$492K0.01%-25513F-HRTimeline
Founders Financial Alliance, LLC2,140$475K0.12%+2413F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,141$475K0.09%013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,127$473K0.84%-40513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,342$469K<0.01%-1,04113F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC2,109$469K0.39%+4613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,088$464K<0.01%+39213F-HRTimeline
Fusion Capital, LLC2,084$463K0.18%+213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,051$456K0.02%-3713F-HRTimeline
First Heartland Consultants, Inc.2,006$446K0.05%-3,00313F-HRTimeline
Glassman Wealth Services1,999$444K0.07%+6413F-HRTimeline
TOWNSQUARE CAPITAL LLC1,998$444K<0.01%+6913F-HRTimeline
Balance Wealth Partners LLC1,994$443K0.29%13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,975$439K<0.01%-613F-HRTimelineGroup
Leelyn Smith, LLC1,920$427K0.08%-15913F-HRTimeline
Global View Capital Management LLC1,913$425K0.15%-25613F-HRTimeline
Signature Wealth Management Partners, L…1,883$418K0.27%-2913F-HRTimeline
Tyler-Stone Wealth Management1,868$415K0.07%-25013F-HRTimeline
TFG Advisers LLC1,857$413K0.15%-1013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,853$412K0.02%-9513F-HRTimelineGroup
EWG Elevate Inc.1,830$407K0.15%+28713F-HRTimeline
Asset Dedication, LLC1,828$406K0.03%013F-HRTimeline
tru Independence LLC1,814$403K0.13%013F-HRTimeline
SIMPLEX TRADING, LLC1,810$402K0.01%new13F-HRTimeline
Allworth Financial LP1,775$402K<0.01%-6013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,808$402K0.01%+33713F-HRTimeline
Claro Advisors Inc.1,808$402K0.05%-1513F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,802$400K0.17%-1513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,794$399K<0.01%-14713F-HRTimelineGroup
Sensible Money, LLC1,788$397K0.17%013F-HRTimeline
Maltin Wealth Management, Inc.1,785$397K0.19%013F-HRTimeline
Ignite Planners, LLC1,660$390K0.08%-6313F-HRTimeline
Meriwether Wealth & Planning, LLC1,751$389K0.25%new13F-HRTimeline
Gratus Wealth Advisors, LLC1,725$383K0.06%-1113F-HRTimeline
Madison Wealth Partners, Inc1,718$382K0.09%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,710$380K0.01%+69913F-HRTimeline
Keystone Financial Group1,703$378K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,697$377K<0.01%-4,14813F-HRTimeline
Mutual Advisors, LLC1,644$377K0.01%-9213F-HRTimeline
Patriot Financial Group Insurance Agenc…1,682$374K0.05%-4213F-HRTimeline
CIBC WORLD MARKET INC.1,657$368K<0.01%-3513F-HRTimeline
Moloney Securities Asset Management, LLC1,630$362K0.05%+28313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,629$362K<0.01%+37513F-HRTimelineGroup
Ridgeline Wealth Planning, LLC1,627$361K0.36%013F-HRTimeline
Crown Wealth Group, LLC1,605$357K0.18%-10013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,605$357K0.12%new13F-HRTimeline
Dakota Wealth Management1,600$355K0.01%013F-HRTimeline
Dale Q Rice Investment Management Ltd1,580$351K0.18%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.1,579$351K0.05%-2813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,557$346K<0.01%+42013F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC1,553$345K0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,536$341K0.02%+1,04613F-HRTimeline
Robertson Stephens Wealth Management, L…1,531$340K0.01%-17413F-HRTimeline
BlueChip Wealth Advisors LLC1,529$340K0.17%-17613F-HRTimeline
Koshinski Asset Management, Inc.1,519$337K0.03%013F-HRTimeline
Cambridge Advisors Inc.1,496$332K0.07%-10013F-HRTimeline
CHOREO, LLC1,493$332K0.01%-10513F-HRTimeline
NOVEM GROUP1,464$325K0.05%+7413F-HRTimeline
Diversified Enterprises, LLC1,462$325K0.03%013F-HRTimeline
Eagle Strategies LLC1,451$322K0.06%-26113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,447$321K<0.01%-69513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,434$319K0.05%+8313F-HRTimeline
Capital Wealth Alliance, LLC1,417$315K0.19%+4413F-HRTimeline
Golden State Wealth Management, LLC1,395$310K0.05%-7513F-HR/ATimeline
Meridian Wealth Management, LLC1,393$309K0.01%-1313F-HRTimeline
High Net Worth Advisory Group LLC1,380$307K0.09%-7013F-HRTimeline
Genesee Capital Advisors, LLC1,370$304K0.15%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,345$299K0.02%-25813F-HRTimeline
Sather Financial Group Inc1,340$298K0.02%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,335$297K0.12%-81813F-HRTimeline
Belpointe Asset Management LLC1,324$294K0.02%-21013F-HRTimeline
Syntegra Private Wealth Group, LLC1,322$294K0.03%013F-HRTimeline
Rollins Financial Advisors, LLC1,301$289K0.05%013F-HR/ATimeline
National Wealth Management Group, LLC1,290$287K0.19%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,282$285K0.08%013F-HRTimeline
Archer Investment Corp1,269$282K0.07%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,265$281K<0.01%-56713F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC1,263$281K<0.01%-36913F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC1,249$277K0.2%-5013F-HRTimeline
FAS Wealth Partners, Inc.1,244$276K0.02%013F-HRTimeline
Accurate Wealth Management, LLC1,272$274K0.05%-14613F-HRTimeline
Petix & Botte Co1,234$274K0.07%013F-HRTimeline
REAP Financial Group, LLC1,220$271K0.07%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,217$270K0.08%013F-HR/ATimelineGroup
Keystone Wealth Services, LLC1,214$270K0.07%013F-HRTimeline
Aspen Capital Management, LLC1,205$268K0.09%13F-HRTimeline
BBR PARTNERS, LLC1,200$267K0.02%013F-HRTimeline
Garden State Investment Advisory Servic…1,194$265K0.08%013F-HRTimeline
CERTUITY, LLC1,193$265K0.03%-16013F-HRTimeline
Insight Advisors, LLC/ PA1,187$264K0.05%013F-HRTimeline
Smartleaf Asset Management LLC1,160$259K0.03%013F-HRTimeline
GARRISON POINT ADVISORS, LLC1,158$257K0.12%-11013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,155$257K0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC1,140$253K<0.01%+1913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,135$252K<0.01%+2113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,133$252K<0.01%new13F-HR/ATimelineGroup
ABLE Financial Group, LLC1,117$248K0.07%-67413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,108$246K<0.01%-37213F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management1,100$244K<0.01%new13F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC1,100$244K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC1,095$243K0.01%013F-HRTimeline
GAMMA Investing LLC1,089$242K0.02%-2413F-HR/ATimeline
SIGNATUREFD, LLC1,070$238K<0.01%-18313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,070$238K0.03%013F-HRTimeline
Tempus Wealth Planning, LLC1,069$237K0.07%-12913F-HRTimeline
Balboa Wealth Partners1,065$237K0.06%013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,056$235K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.1,052$234K0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.1,050$233K0.05%-2013F-HR/ATimeline
PFG Investments, LLC1,042$231K0.01%+7213F-HRTimeline