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Disclosery

FDN FIRST TR EXCHANGE-TRADED FD

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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
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,406,711$828M0.73%-396,51913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,574,442$383M0.09%+820,55813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,477,943$359M0.03%+123,99913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,062,535$258M0.06%+41,53113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/767,098$187M0.02%-9,52713F-HRTimelineGroup
LPL Financial LLC729,116$177M0.07%+45,38813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC467,723$114M0.04%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA397,556$96.7M0.02%-35,41013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding215,826$52.5M-33,953Timeline
Northeast Financial Consultants Inc155,498$37.8M1.59%-7,28613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP152,862$37.2M0.06%-23,38013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC148,644$36.1M0.05%+5,07113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC138,828$33.8M0.01%-2,53313F-HRTimelineGroup
Marks Wealth, LLC138,648$33.7M16.23%new13F-HRTimeline
Fisher Asset Management, LLC138,175$33.6M0.01%-15,54913F-HRTimeline
NewEdge Advisors, LLC120,799$29.4M0.18%+7,61313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC119,465$29.1M0.01%+51,33113F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC117,500$28.6M0.14%+115,50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP116,384$28.3M0.03%+8,49813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,439$27.6M0.06%+4,60713F-HR/ATimelineGroup
O'Dell Group, LLC111,165$27M6.11%-2,52213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,088$24.3M0.02%+99,03913F-HRTimelineGroup
NewSquare Capital LLC98,428$23.9M1.91%-1,99013F-HRTimeline
Janney Montgomery Scott LLC97,786$23.8M0.07%+3,23913F-HRTimeline
Advisory Services Network, LLC95,039$23.1M0.43%+3,37813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.94,234$22.9M0.04%-3,36413F-HRTimelineGroup
Cambridge Investment Research Advisors,…92,361$22.5M0.08%+6,47213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…90,604$22M0.43%-16,08613F-HRTimelineGroup
Nilsine Partners, LLC87,502$21.3M2.28%+5,21213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding87,158$21.2M+5,140Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC84,618$20.6M0.29%-8,81413F-HRTimelineGroup
HighTower Advisors, LLC83,807$20.4M0.03%-2,25713F-HRTimeline
Sequoia Financial Advisors, LLC64,240$15.6M0.15%-57013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS63,434$15.4M0.04%-2,76713F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding62,600$15.2M-19,000Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,410$15.2M<0.01%+20113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD61,675$15M0.2%+18,45413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…57,000$13.9M0.23%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,805$13.1M0.03%+1,96313F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP53,472$13M0.02%+15,04713F-HRTimelineGroup
Beaumont Financial Advisors, LLC48,570$11.8M0.89%-33813F-HRTimeline
PFG Advisors48,491$11.8M0.72%+2,33513F-HRTimeline
Tamar Securities, LLC44,594$10.8M1.5%-33213F-HRTimeline
SeaCrest Wealth Management, LLC43,387$10.6M1.11%-9,10113F-HRTimeline
Qube Research & Technologies Ltd41,292$10M0.02%+7,01613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM39,185$9.54M1.54%-17713F-HRTimelineGroup
WCG Wealth Advisors LLC37,627$9.15M0.6%-57113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP35,983$8.75M0.13%-3,36313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …35,250$8.57M0.13%-11813F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV35,185$8.56M0.5%13F-HR/ATimeline
MML INVESTORS SERVICES, LLC34,926$8.49M0.03%+3,80413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,900$8.49M0.01%-1,11413F-HRTimelineGroup
Insight Wealth Strategies, LLC34,734$8.45M1.13%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,627$8.18M0.35%-21813F-HR/ATimeline
Wealth Management Partners, LLC33,338$8.11M3.5%+10713F-HRTimeline
Southland Equity Partners LLC32,850$7.99M1.86%-67813F-HRTimeline
Antonelli Financial Advisors, LLC32,578$7.92M6.7%13F-HRTimeline
GTS SECURITIES LLC31,411$7.64M0.37%+16,98513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31,241$7.6M0.02%-11,55813F-HRTimelineGroup
Pacific Sun Financial Corp29,931$7.28M3.97%-6013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP28,975$7.05M0.52%-1,86613F-HRTimeline
World Investment Advisors28,585$6.95M0.19%+4,97413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…27,089$6.59M0.62%+3,26513F-HRTimeline
NTV Asset Management LLC26,818$6.52M0.86%-82013F-HRTimeline
Paragon Private Wealth Management, LLC26,673$6.49M2.99%+36813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,566$6.46M0.01%-4,73713F-HRTimelineGroup
Cubist Systematic Strategies, LLC26,060$6.34M0.1%+14,71413F-HRTimeline
FLOW TRADERS U.S. LLC25,691$6.25M0.25%+22,17813F-HRTimeline
Private Advisor Group, LLC25,366$6.17M0.03%-19,61713F-HRTimeline
CWM, LLCin group CWM, LLC25,059$6.09M0.03%-1,06113F-HRTimelineGroup
Regal Investment Advisors LLC24,553$5.97M0.45%+43213F-HRTimeline
SFI Advisors, LLC24,501$5.96M4.18%-49313F-HRTimeline
Mariner, LLCin group Mariner, LLC24,225$5.89M0.01%+59213F-HRTimelineGroup
Somerset Trust Co23,254$5.65M2.13%-1,05513F-HRTimeline
Evelyn Partners Investment Management (…21,835$5.31M1.93%13F-HRTimeline
MeadowBrook Investment Advisors LLC21,512$5.23M4.64%-45513F-HRTimeline
Independent Advisor Alliance21,458$5.22M0.07%new13F-HRTimeline
Lindbrook Capital, LLC21,326$5.19M0.47%-29513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,940$5.09M0.05%+85413F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC20,799$5.06M1.06%-17613F-HRTimeline
Creative Planningin group Creative Planning20,734$5.04M<0.01%+83113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…20,170$4.9M0.07%+34513F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,349$4.46M0.04%-23713F-HRTimeline
HRT FINANCIAL LP18,099$4.4M0.02%-52,19613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,978$4.13M0.03%-1,19613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…16,655$4.05M0.07%new13F-HRTimelineGroup
Plotkin Financial Advisors, LLC16,506$4.01M2.38%-27813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC16,198$3.94M1.67%-1,00413F-HRTimeline
IFP Advisors, Inc14,961$3.64M0.12%+26813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,605$3.55M<0.01%+3,40513F-HRTimelineGroup
AE Wealth Management LLC14,541$3.54M0.03%-6,66513F-HRTimeline
Clark Capital Management Group, Inc.14,532$3.53M0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,444$3.51M<0.01%-9013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,406$3.5M0.07%-27,96813F-HRTimelineGroup
Snowden Capital Advisors LLC14,396$3.5M0.11%-70113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP14,250$3.47M0.41%-11913F-HRTimeline
MGB Wealth Management, LLC14,033$3.42M1.06%013F-HRTimeline
D.A. DAVIDSON & CO.14,016$3.41M0.03%+27213F-HRTimeline
WealthBridge Capital Management, LLC13,861$3.37M0.94%-1313F-HRTimeline
Proactive Wealth Strategies LLC13,815$3.36M1.75%-48413F-HRTimeline
Gateway Wealth Partners, LLC13,684$3.33M0.86%-63413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,632$3.31M<0.01%-1,82713F-HRTimelineGroup
Sigma Planning Corp13,538$3.29M0.1%+45413F-HRTimeline
Integrated Wealth Concepts LLC13,434$3.27M0.04%+5,96313F-HRTimeline
RFG Advisory, LLC13,333$3.24M0.09%+21613F-HRTimeline
Prospera Financial Services Inc13,137$3.19M0.07%-5,54813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,866$3.13M+1,011Timeline
TAP Consulting, LLC12,831$3.12M0.64%-46613F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,661$3.08M0.03%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,584$3.06M0.09%-2,27613F-HRTimeline
Kraft, Davis & Associates, LLC11,675$3.06M0.87%+53813F-HRTimeline
Union Bancaire Privee, UBP SA12,272$2.99M0.05%13F-HR/ATimeline
POM Investment Strategies, LLC12,309$2.99M2.25%-10913F-HRTimeline
Wealthfront Advisers LLC12,266$2.98M0.01%+78113F-HR/ATimeline
Schonfeld Strategic Advisors LLC12,218$2.97M0.02%new13F-HRTimeline
MONECO ADVISORS, LLC12,105$2.94M0.31%new13F-HR/ATimeline
TriaGen Wealth Management LLC12,094$2.94M0.99%-58313F-HRTimeline
Atria Wealth Solutions, Inc.11,860$2.88M0.03%-5,61813F-HRTimeline
EP Wealth Advisors, LLC11,822$2.87M0.02%+1,51413F-HRTimeline
Novak & Powell Financial Services, Inc.11,353$2.76M1.64%+8413F-HRTimeline
IFG Advisory, LLC11,135$2.71M0.15%-1,51813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC10,811$2.63M1.2%+18613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,780$2.62M0.26%-1,19913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,546$2.56M0.14%-51613F-HR/ATimelineGroup
Kingsview Wealth Management, LLC10,413$2.53M0.05%+1,48013F-HRTimeline
Somerset Group LLC10,397$2.53M2.31%-16513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…10,381$2.52M0.02%new13F-HRTimelineGroup
Flaharty Asset Management, LLC10,234$2.49M0.36%-91913F-HRTimeline
Cresset Asset Management, LLC9,936$2.42M0.01%-2,88813F-HRTimeline
Mission Creek Capital Partners, Inc.9,733$2.37M0.52%-24413F-HRTimeline
SP Asset Management LLC9,573$2.33M0.2%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC9,480$2.31M0.86%+35113F-HRTimeline
NewEdge Wealth, LLC9,451$2.3M0.04%-1113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,450$2.3M<0.01%-5,34913F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT9,284$2.26M1.34%-13,69913F-HRTimeline
Rooted Wealth Advisors, Inc.9,158$2.25M0.88%+28413F-HRTimeline
WealthShield Partners, LLC9,159$2.23M0.32%+1,74413F-HRTimeline
COMERICA BANK9,087$2.21M0.01%-18813F-HR/ATimeline
NOVUS ADVISORS, LLC9,077$2.21M2.2%13F-HRTimeline
Global Retirement Partners, LLC8,807$2.14M0.06%+5,88113F-HRTimeline
FMR LLCin group FMR LLC8,781$2.14M<0.01%+86713F-HRTimelineGroup
Clear Creek Financial Management, LLC8,737$2.12M0.23%+4,83513F-HRTimeline
Wagner Wealth Management, LLC8,698$2.12M0.55%-33213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,664$2.11M<0.01%+1,48913F-HR/ATimeline
MTM Investment Management, LLC8,660$2.11M0.81%013F-HRTimeline
Cyndeo Wealth Partners, LLC8,488$2.06M0.14%-1,46013F-HRTimeline
WIN ADVISORS, INC8,396$2.04M0.99%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,313$2.02M0.07%-1,24213F-HRTimelineGroup
IHT Wealth Management, LLC8,301$2.02M0.07%-41013F-HRTimeline
Arkadios Wealth Advisors8,243$2M0.11%-13813F-HRTimeline
Bawa N Mallick Trust8,100$1.97M0.86%13F-HRTimeline
Westside Investment Management, Inc.8,048$1.96M0.41%-2013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,881$1.92M<0.01%-7,85113F-HRTimelineGroup
Pinnacle Family Advisors, LLC7,814$1.9M0.92%+3,69213F-HRTimeline
GUERRA PAN ADVISORS, LLC7,807$1.9M1.37%013F-HRTimeline
Quantum Private Wealth, LLC7,743$1.88M0.6%+17913F-HRTimeline
Watts Gwilliam & Co., LLC7,630$1.88M0.4%-10613F-HRTimeline
CoreCap Advisors, LLC7,659$1.86M0.08%-23413F-HRTimeline
Beacon Pointe Advisors, LLC7,653$1.86M0.02%013F-HRTimeline
Resolute Wealth Strategies, LLC7,611$1.85M0.95%-45613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC7,597$1.85M0.5%-13513F-HRTimeline
Gladstone Institutional Advisory LLC7,493$1.82M0.08%-3,15213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,403$1.8M0.05%-45013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC7,164$1.74M0.25%-24713F-HRTimeline
Proquility Private Wealth Partners, LLC7,160$1.74M0.56%+17213F-HRTimeline
Western Wealth Management, LLC7,093$1.72M0.11%-27813F-HR/ATimeline
Main Street Financial Solutions, LLC7,064$1.72M0.17%-23713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,949$1.69M0.05%new13F-HRTimelineGroup
1776 Wealth LLC6,892$1.68M0.77%+413F-HRTimeline
Midwest Financial Network, LLC6,855$1.67M1.73%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,836$1.66M0.05%-38213F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC6,705$1.63M1.17%013F-HRTimeline
WMG Financial Advisors, LLC6,615$1.61M0.69%-113F-HRTimeline
Cynosure Group, LLC6,585$1.6M0.24%013F-HRTimeline
TruWealth Advisors, LLC6,412$1.56M0.09%+4413F-HRTimeline
Private Advisory Group LLC6,369$1.55M0.17%new13F-HR/ATimeline
Secure Asset Management, LLC6,201$1.51M0.23%+26813F-HRTimeline
Sage Capital Management, LLC6,189$1.5M0.76%-31713F-HRTimeline
TradeWell Securities, LLC.6,137$1.49M0.77%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,127$1.49M0.02%-25813F-HRTimelineGroup
Kovack Advisors, Inc.6,108$1.49M0.15%+15213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,975$1.45M<0.01%+213F-HRTimelineGroup
Modern Wealth Management, LLC5,923$1.44M0.05%new13F-HR/ATimeline
BLAIR WILLIAM & CO/IL5,845$1.42M<0.01%-4213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC5,805$1.41M0.94%-3713F-HRTimeline
DAVENPORT & Co LLC5,802$1.41M0.01%-2213F-HRTimeline
Concentrum Wealth Management5,740$1.4M0.49%+8813F-HRTimeline
Tudor Financial Inc.5,685$1.38M0.81%+45413F-HRTimeline
WEDBUSH SECURITIES INC5,646$1.37M0.05%-15013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,623$1.37M0.04%+18013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,615$1.37M0.09%-59613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP5,602$1.36M0.12%-3413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,581$1.36M0.2%-24913F-HRTimeline
Worth Asset Management, LLC5,524$1.34M0.72%+3,80013F-HRTimeline
HFG Advisors, Inc.5,502$1.34M1.17%+4,04913F-HRTimeline
NWAM LLC5,468$1.33M0.08%+4213F-HRTimeline
DHJJ Financial Advisors, Ltd.5,426$1.32M0.51%-22313F-HRTimeline
PCG Wealth Advisors, LLC5,416$1.32M0.49%-6,16513F-HRTimeline
CENTAURUS FINANCIAL, INC.8,732$1.3M0.08%+4,76813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,338$1.3M0.03%+55113F-HRTimelineGroup