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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

205 managers (208 13F filers) reported a position in FGD shares at 2026-06-30, 27,970,155 shares in all. 34 filers opened a position and 17 filers sold out during the quarter.

Managers
205
13F filers
208
New
34
Added
102
Reduced
40
Sold out
17
Shares held by filers
27,970,155

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC5,526,216$177M0.04%+440,72413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,872,883$124M0.02%+450,16213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,827,933$58.5M<0.01%+330,77113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,439,472$46M0.01%+425,85513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,410,118$45.1M<0.01%+262,87713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,227,175$39.3M0.01%+161,11113F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$34M1.98%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC758,558$24.2M<0.01%-195,83713F-HRTimelineGroup
AE Wealth Management LLC622,667$19.9M0.09%-20,29613F-HRTimeline
PARK NATIONAL CORP /OH/583,714$18.7M0.52%+37,49813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA560,500$17.9M<0.01%+61,25713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC530,712$17M0.02%+43,29313F-HRTimeline
Janney Montgomery Scott LLC529,883$17M0.03%+8,39713F-HRTimeline
Cetera Investment Advisers518,397$16.6M0.02%+137,85413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding486,990$15.6M+52,547Timeline
Focus Financial Network, Inc.389,682$12.5M0.39%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP288,074$9.26M<0.01%+56,24313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…245,523$7.85M2.5%+24,46113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…245,046$7.84M<0.01%+17,23513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,506$6.51M0.01%+60,04813F-HRTimelineGroup
IMG Wealth Management, Inc.196,254$6.28M3.5%+3,65013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.180,235$5.77M0.01%+56,12713F-HRTimelineGroup
Oxford Wealth Group, LLC169,056$5.41M2.42%+38,08713F-HRTimeline
ForthRight Wealth Management, LLC165,594$5.3M1.36%-10,76213F-HRTimeline
Triad Wealth Partners, LLC122,204$4.22M0.25%new13F-HRTimeline
Cambridge Investment Research Advisors,…127,739$4.09M0.01%+12,58613F-HR/ATimeline
Creekside Partners123,044$3.94M1.43%+79613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…119,529$3.82M<0.01%+2,40713F-HRTimelineGroup
Steward Partners Investment Advisory, L…110,391$3.53M0.02%-3,08213F-HRTimeline
Lynx Investment Advisory110,305$3.53M1.16%-23,00013F-HRTimeline
Harvest Investment Services, LLC110,055$3.52M0.54%+4,78213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…107,669$3.44M<0.01%+29,77713F-HRTimelineGroup
Compass Financial Services Inc107,269$3.43M1.28%+9,80313F-HRTimeline
Trueblood Wealth Management, LLC106,896$3.42M1.19%+6,49813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.104,153$3.33M0.94%+97,07313F-HRTimeline
Gateway Wealth Partners, LLC102,791$3.29M0.2%-95,23513F-HRTimeline
WealthBridge Capital Management, LLC100,468$3.21M0.64%+14,23113F-HRTimeline
SMART Wealth LLC99,371$3.18M0.69%-12,75413F-HRTimeline
Integrated Wealth Concepts LLC98,638$3.16M0.02%+11,23013F-HRTimeline
Twelve Points Wealth Management LLC96,316$3.08M0.62%+3,00113F-HRTimeline
Hobart Private Capital, LLC96,227$3.08M0.53%+5,74713F-HRTimeline
Owen LaRue, LLC93,405$2.99M1.04%-39,68313F-HRTimeline
Foundations Investment Advisors, LLC88,198$2.82M0.03%+31,90513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC87,167$2.79M1.29%+1,71013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.84,067$2.69M0.02%-3,43413F-HRTimelineGroup
RFG Advisory, LLC82,654$2.64M0.04%+71,32013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP81,757$2.62M<0.01%+17,87813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.80,887$2.59M<0.01%+3,66413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding78,955$2.53M-367Timeline
&PARTNERS75,140$2.4M0.01%+20,68713F-HRTimeline
D.A. DAVIDSON & CO.68,629$2.2M0.01%+1,90613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…66,822$2.14M0.02%+3,83313F-HRTimelineGroup
Sanctuary Advisors, LLC65,637$2.1M0.01%+38,57113F-HRTimeline
Moors & Cabot, Inc.63,315$2.03M0.08%+6,21613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO50,432$1.61M<0.01%+5,15613F-HRTimelineGroup
Split Rock Private Trading & Wealth Man…49,180$1.57M1.08%+3,33813F-HRTimeline
Savvy Advisors, Inc.48,206$1.54M0.03%-4813F-HRTimeline
Sigma Planning Corp47,496$1.52M0.04%+2,49313F-HRTimeline
RiverTree Advisors, LLC46,250$1.48M0.87%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…46,212$1.48M<0.01%+26,33113F-HRTimelineGroup
Mission Creek Capital Partners, Inc.43,676$1.4M0.25%-4,51113F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC43,185$1.38M0.47%+17113F-HRTimelineGroup
Elevated Capital Advisors, LLC40,718$1.3M0.36%+6213F-HRTimeline
Creative Planningin group Creative Planning40,648$1.3M<0.01%+76113F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC39,889$1.28M0.77%-20213F-HRTimeline
IFG Advisory, LLC38,508$1.23M0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,335$1.23M0.01%+46113F-HRTimelineGroup
First Heartland Consultants, Inc.38,284$1.22M0.08%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,088$1.22M<0.01%+21,49813F-HRTimelineGroup
Triumph Capital Management33,211$1.06M0.19%+89313F-HRTimeline
Key Capital Management, INC32,752$1.05M0.54%+3,45113F-HRTimeline
Western Wealth Management, LLC31,116$995K0.03%-65213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,049$993K0.01%+4,22013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…30,772$984K0.41%+1,53413F-HRTimelineGroup
Collier Financial29,623$948K0.65%-3,68413F-HRTimeline
Waverly Advisors, LLC28,918$925K0.01%-3,45913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,157$828K<0.01%+47213F-HRTimeline
Intellectus Partners, LLC25,841$827K0.14%-1,16113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…25,679$821K0.01%+5,58713F-HRTimelineGroup
Gladstone Institutional Advisory LLC25,430$814K0.03%+1,72413F-HRTimeline
Visionary Wealth Advisors24,388$780K0.03%+30413F-HRTimeline
LOWE BROCKENBROUGH & CO INC24,004$768K0.03%new13F-HRTimeline
HighTower Advisors, LLC23,836$763K<0.01%+2513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,857$731K0.01%+53113F-HRTimelineGroup
DDFG, Inc22,557$722K0.14%-1,14413F-HRTimeline
Atria Investments, Inc21,849$699K0.01%+11,27413F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,802$697K<0.01%+29313F-HRTimelineGroup
Simplicity Wealth,LLC21,503$688K0.02%+1,24513F-HRTimeline
NewEdge Advisors, LLC20,771$664K<0.01%+66613F-HRTimeline
Private Advisor Group, LLC20,442$654K<0.01%+13,93413F-HRTimeline
HARBOUR INVESTMENTS, INC.19,958$638K0.01%+1,38013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,574$626K0.01%+12,85213F-HRTimelineGroup
Compound Planning, Inc.19,566$626K0.02%+6413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,505$624K0.01%+12,09413F-HRTimelineGroup
Advisors Capital Management, LLC18,741$600K0.01%013F-HRTimeline
HOWE & RUSLING INC18,320$586K0.03%+36813F-HRTimeline
Capital Investment Advisory Services, L…18,065$578K0.04%-1,00013F-HRTimeline
Farther Finance Advisors, LLC17,993$576K<0.01%+1,03013F-HRTimeline
INTEGRITY ALLIANCE, LLC.17,941$574K0.02%+2,34113F-HRTimeline
Cyndeo Wealth Partners, LLC17,883$572K0.03%+1,54713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,679$566K<0.01%-16,40613F-HR/ATimeline
LifeWealth Investments, LLC17,487$559K0.15%-69113F-HRTimeline
Rockport Wealth LLC17,249$552K0.09%-4513F-HRTimeline
Orion Porfolio Solutions, LLC16,623$532K<0.01%+35313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC16,577$530K0.05%+1,65313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,292$521K0.01%+3,52113F-HRTimeline
Proactive Wealth Strategies LLC15,976$511K0.08%-5,99413F-HRTimeline
HighPoint Advisor Group LLC15,888$508K0.02%+6113F-HRTimeline
MML INVESTORS SERVICES, LLC15,674$501K<0.01%+7,63513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,439$494K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,159$485K0.03%+5,39113F-HRTimeline
PRIVATE TRUST CO NA15,038$481K0.04%-57313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,892$444K<0.01%-33213F-HRTimelineGroup
Arkadios Wealth Advisors13,891$444K0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,849$443K<0.01%-2,24513F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC13,833$443K0.12%-2,23613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC13,576$434K0.27%+1,10113F-HRTimeline
Mariner, LLCin group Mariner, LLC13,478$431K<0.01%-9,26713F-HRTimelineGroup
WIREGRASS INVESTMENT MANAGEMENT LLC13,225$423K0.29%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.12,526$401K0.31%-25613F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC12,350$395K0.12%-12113F-HRTimeline
BlueChip Wealth Advisors LLC12,283$393K0.15%013F-HRTimeline
LANARK FINANCIAL, INC.11,797$377K0.03%+9313F-HRTimeline
Centerpoint Advisory Group11,693$374K0.24%+5,17713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,563$370K+10,328Timeline
Main Street Financial Solutions, LLC10,806$346K0.02%-613F-HRTimeline
UPTICK PARTNERS, LLC10,617$340K0.05%new13F-HRTimeline
NOVEM GROUP9,581$306K0.03%-9313F-HRTimeline
Holistic Financial Partners9,577$306K0.19%013F-HRTimeline
XML Financial, LLC9,544$305K0.02%new13F-HRTimeline
Worth Financial Advisory Group, LLC9,471$303K0.13%new13F-HRTimeline
Snowden Capital Advisors LLC9,212$295K0.01%+1,29713F-HRTimeline
SMITH, MOORE & CO.9,110$291K0.02%-1,65913F-HRTimeline
Archer Investment Corp8,893$284K0.05%-37113F-HR/ATimeline
Advisory Services Network, LLC8,437$270K<0.01%+83413F-HRTimeline
Trilogy Capital Inc.8,161$261K0.01%new13F-HRTimeline
IFS Group,LLC7,953$254K0.35%+213F-HRTimeline
Comprehensive Financial Consultants Ins…7,840$251K0.07%new13F-HRTimeline
Arax Advisory Partners7,789$249K<0.01%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,635$244K0.01%new13F-HRTimeline
Prospera Financial Services Inc7,616$244K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC7,581$243K<0.01%+21013F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.7,500$240K0.1%+1,00013F-HRTimeline
Wealthspire Advisors, LLC7,470$239K<0.01%013F-HRTimeline
IFP Advisors, Inc7,437$238K<0.01%-6,76313F-HRTimeline
Summit Financial, LLC7,181$230K<0.01%+73313F-HRTimeline
Kovack Advisors, Inc.7,048$225K0.01%new13F-HRTimeline
Claro Advisors Inc.7,001$224K0.02%-17813F-HRTimeline
PFG Investments, LLC6,935$222K0.01%013F-HRTimeline
Stegent Equity Advisors, Inc.6,900$221K0.16%new13F-HRTimeline
Kingdom Financial Group LLC.6,842$219K0.06%+5413F-HRTimeline
FLP Wealth Management, LLC6,675$214K0.38%new13F-HRTimeline
Keystone Financial Group6,664$213K0.01%+21513F-HRTimeline
Geneos Wealth Management Inc.6,474$207K<0.01%+45613F-HRTimeline
RDA Financial Network6,422$205K0.04%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC6,016$204K0.02%13F-HRTimeline
Formidable Asset Management, LLC6,300$201K0.03%new13F-HRTimeline
Institute for Wealth Management, LLC.5,855$187K0.02%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,008$160K<0.01%+6413F-HRTimelineGroup
CX Institutional4,920$157K<0.01%-13013F-HRTimeline
Lloyd Advisory Services, LLC.4,688$150K0.06%-2,10013F-HRTimeline
Raleigh Capital Management Inc.4,437$142K0.05%+49013F-HRTimeline
Rossmore Private Capital3,950$126K0.01%+75013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,283$105K0.01%+2,55713F-HRTimeline
Global Trust Asset Management, LLC2,730$87.3K0.03%013F-HRTimeline
Coppell Advisory Solutions LLC11,431$80.4K0.01%new13F-HRTimeline
TD Capital Management LLC2,444$78.2K0.01%+3913F-HRTimeline
Federation des caisses Desjardins du Qu…2,260$72.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$65.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,000$64K0.02%013F-HRTimeline
SBI Securities Co., Ltd.1,970$63K<0.01%+37113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,905$61.3K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,836$58.7K<0.01%+3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$47.7K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,394$44.6K<0.01%13F-HRTimeline
Hilton Head Capital Partners, LLC1,250$40K0.02%013F-HRTimeline
Avion Wealth988$31K0.01%new13F-HRTimeline
Regatta Research & Money Management700$22.4K0.02%13F-HRTimeline
Tidemark, LLC645$20.6K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$19.7K<0.01%013F-HRTimeline
Montgomery Financial Services LLC605$19.4K0.02%13F-HRTimeline
Networth Advisors, LLC566$18.1K0.01%+913F-HRTimeline
Godfrey Financial Associates, Inc.500$16K0.01%013F-HRTimeline
Front Row Advisors LLC451$15.8K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.443$14.2K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC393$12.6K0.01%new13F-HRTimeline
Luminist Capital LLC297$9.51K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.297$9.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc273$8.74K<0.01%+313F-HRTimeline
FAS Wealth Partners, Inc.270$8.64K<0.01%013F-HRTimeline
SHP Wealth Management266$8.51K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$6.65K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$6.4K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC185$5.92K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…104$3.34K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.2K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC77$2.47K<0.01%+2513F-HRTimeline
Silver Grove Financial Group, Inc.67$2.14K<0.01%new13F-HRTimeline
Activest Wealth Management60$1.92K<0.01%013F-HRTimeline
CoreCap Advisors, LLC54$1.73K<0.01%new13F-HRTimeline