Skip to content
Disclosery

FDT FIRST TR EXCH TRD ALPHDX FD

Follow

DEV MRK EX US (fund)

121 managers (122 13F filers) reported a position in FDT shares at 2025-03-31, 5,146,124 shares in all. 10 filers opened a position and 12 filers sold out during the quarter.

Managers
121
13F filers
122
New
10
Added
37
Reduced
56
Sold out
12
Shares held by filers
5,146,124

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
MORGAN STANLEYin group MORGAN STANLEY1,045,968$60.9M<0.01%+3,93913F-HRTimelineGroup
LPL Financial LLC529,294$30.8M0.01%+53,26813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding465,801$27.1M-37,026Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC273,070$15.9M0.01%+40,27913F-HRTimelineGroup
UBS Group AGin group UBS Group AG219,576$12.8M<0.01%+12,14313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205,129$11.9M<0.01%-73,43613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,663$11.6M<0.01%-16,67813F-HR/ATimelineGroup
Cetera Investment Advisers178,087$10.4M0.02%+22,47113F-HRTimeline
Kingsview Wealth Management, LLC160,325$9.34M0.18%-22,49413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC131,815$7.68M0.02%-11,41913F-HRTimelineGroup
Cambridge Investment Research Advisors,…112,770$6.57M0.02%+15,19613F-HRTimeline
Mainsail Financial Group, LLC80,135$4.67M2.65%+3,36613F-HRTimeline
TPG Financial Advisors, LLC58,277$3.39M1.5%+1,25613F-HRTimeline
AE Wealth Management LLC57,991$3.38M0.03%-4,26013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,666$3.24M<0.01%-87213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,109$3.15M0.01%-9,24813F-HRTimelineGroup
Coppell Advisory Solutions LLC50,320$3.08M0.43%-51,59013F-HRTimeline
Atria Investments, Inc52,561$3.06M0.04%-1,28713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp48,759$2.84M<0.01%-7,07313F-HRTimelineGroup
Prospera Financial Services Inc46,722$2.72M0.06%-4,63113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.45,886$2.67M0.02%-4,64413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC43,680$2.54M0.32%new13F-HRTimelineGroup
IFP Advisors, Inc42,515$2.48M0.08%-3,23413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,271$2.11M<0.01%-36,76013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,862$2.09M<0.01%-20,99813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,843$2.09M0.03%-39,07113F-HRTimelineGroup
Gateway Wealth Partners, LLC34,515$2.01M0.45%+5,79513F-HRTimeline
LVZ, Inc.33,570$1.96M0.26%+2,71613F-HRTimeline
Janney Montgomery Scott LLC32,813$1.91M0.01%+29813F-HRTimeline
Snowden Capital Advisors LLC32,127$1.87M0.06%-1,10313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.30,798$1.79M0.7%-2,66913F-HRTimeline
Orion Porfolio Solutions, LLC28,863$1.68M0.02%-50813F-HRTimeline
Orion Portfolio Solutions, LLC28,863$1.68M0.02%-50813F-HR/ATimeline
Towerpoint Wealth, LLC28,056$1.63M0.81%+32713F-HRTimeline
L & S Advisors Inc28,047$1.63M0.2%+1,40313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …27,539$1.6M0.1%-80413F-HRTimelineGroup
GTS SECURITIES LLC27,445$1.6M0.07%+10,18813F-HRTimeline
Atria Wealth Solutions, Inc.26,781$1.56M0.02%-1,88213F-HRTimeline
NewEdge Wealth, LLC24,943$1.45M0.03%-23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,150$1.41M<0.01%-8113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC22,675$1.32M0.6%+11913F-HRTimeline
CWM, LLCin group CWM, LLC19,162$1.12M<0.01%-1,07213F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,688$1.09M0.05%new13F-HRTimeline
D.A. DAVIDSON & CO.17,922$1.04M0.01%-22613F-HRTimeline
Private Advisor Group, LLC17,883$1.04M0.01%-17913F-HRTimeline
SFI Advisors, LLC16,636$969K0.72%-31713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,542$964K<0.01%+12,33613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC16,421$957K<0.01%+42713F-HRTimeline
PFG Advisors16,041$934K0.05%-4,75313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,465$907K0.08%-5113F-HR/ATimeline
COMERICA BANK15,156$883K<0.01%+23913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding13,565$790K-3,553Timeline
Sanctuary Advisors, LLC12,885$751K0.01%-59313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,761$743K<0.01%-34613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,495$670K<0.01%-1,76113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,490$669K0.17%+64413F-HRTimelineGroup
Waterfront Wealth Inc.11,090$646K0.16%013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,064$644K0.04%+10713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,395$606K0.01%-3,09413F-HRTimelineGroup
LANARK FINANCIAL, INC.10,347$602K0.05%+10,33613F-HRTimeline
Cyndeo Wealth Partners, LLC10,153$591K0.04%013F-HRTimeline
Arkadios Wealth Advisors9,675$564K0.02%+21213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,302$484K0.01%+9213F-HRTimeline
Pinnacle Family Advisors, LLC8,258$481K0.26%-213F-HRTimeline
ABLE Financial Group, LLC7,369$429K0.12%-19613F-HRTimeline
Brookwood Investment Group LLC7,364$429K0.07%13F-HRTimeline
LaSalle St. Investment Advisors, LLC7,229$421K0.1%-1813F-HRTimeline
HBW ADVISORY SERVICES LLC6,825$398K0.06%-2,68113F-HRTimeline
RFG Advisory, LLC6,473$377K0.01%+72913F-HRTimeline
EPG Wealth Management LLC6,184$360K0.1%+1113F-HRTimeline
BlueChip Wealth Advisors LLC5,763$336K0.16%+1,56713F-HRTimeline
Sigma Planning Corp5,707$332K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,605$327K0.01%+27613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.5,522$322K0.01%-24513F-HRTimeline
TWO SIGMA SECURITIES, LLC5,489$320K0.05%new13F-HRTimeline
IFG Advisory, LLC5,056$295K0.02%+1313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,965$289K0.02%-45913F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,212$282K0.01%013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC4,435$258K0.13%+11513F-HRTimeline
NewEdge Advisors, LLC4,228$246K<0.01%-5,19913F-HRTimeline
Element Wealth, LLC4,147$242K0.13%-9713F-HRTimeline
Petix & Botte Co3,972$231K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC3,669$228K0.01%new13F-HRTimeline
Formidable Asset Management, LLC3,745$218K0.04%013F-HRTimeline
Golden State Wealth Management, LLC3,463$202K0.03%013F-HR/ATimeline
GeoWealth Management, LLC2,729$159K0.01%-24113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,684$156K0.05%+4913F-HRTimeline
Synergy Investment Management, LLC2,460$143K0.06%+12413F-HRTimeline
Larson Financial Group LLC2,448$143K0.01%-20913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,818$107K<0.01%+1,44513F-HR/ATimelineGroup
GAMMA Investing LLC1,783$104K0.01%-39413F-HR/ATimeline
CENTAURUS FINANCIAL, INC.1,738$101K0.01%new13F-HRTimeline
Rossby Financial, LCC1,416$85.8K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC1,034$60.4K<0.01%+36913F-HRTimeline
Plante Moran Financial Advisors, LLC752$43.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC721$42K0.01%-1,28413F-HRTimeline
Wilmington Savings Fund Society, FSB600$35K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC555$32.4K0.01%+713F-HRTimeline
Tidemark, LLC497$28.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.400$23.3K0.01%013F-HRTimeline
CoreCap Advisors, LLC388$22.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.315$18.3K0.02%-1713F-HRTimeline
FMR LLCin group FMR LLC296$17.3K<0.01%+12213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…267$15.5K<0.01%+113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC246$14.3K<0.01%013F-HRTimelineGroup
Arax Advisory Partners240$14K<0.01%new13F-HRTimeline
MAI Capital Management220$12.8K<0.01%013F-HRTimeline
Glassman Wealth Services207$12.1K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors200$11.7K<0.01%013F-HRTimelineGroup
Transce3nd, LLC162$9.44K<0.01%+4413F-HRTimeline
Steward Partners Investment Advisory, L…138$8.04K<0.01%-25113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO130$7.57K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA114$6.64K<0.01%-513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…109$6.35K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.106$6.18K<0.01%-3413F-HRTimeline
Davis Capital Management93$5.42K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST78$4.54K<0.01%new13F-HRTimeline
PSI Advisors, LLC46$2.68K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$1.11K<0.01%-3313F-HRTimelineGroup
Blue Trust, Inc.17$990<0.01%-4413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-8,32913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.