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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

137 managers (138 13F filers) reported a position in FGD shares at 2024-12-31, 12,287,789 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
137
13F filers
138
New
15
Added
46
Reduced
38
Sold out
12
Shares held by filers
12,287,789

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,927,220$42.9M0.01%+509,29913F-HRTimelineGroup
LPL Financial LLC1,609,562$35.8M0.01%+152,96513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY997,695$22.2M<0.01%+39,29113F-HR/ATimelineGroup
AE Wealth Management LLC915,772$20.4M0.17%+27,11713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co632,000$14.1M1.01%013F-HRTimeline
UBS Group AGin group UBS Group AG612,119$13.6M<0.01%+51,10213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/483,867$10.8M<0.01%+53,96313F-HRTimelineGroup
PARK NATIONAL CORP /OH/420,476$9.35M0.34%+70,72913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC381,002$8.47M<0.01%-443,01813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA298,303$6.63M<0.01%+111,97613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding223,919$4.98M-14,140Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC222,615$4.95M<0.01%13F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…182,460$4.06M<0.01%+3,30513F-HRTimelineGroup
Lynx Investment Advisory172,969$3.85M2.62%+8,64313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC162,024$3.6M0.01%new13F-HRTimelineGroup
ForthRight Wealth Management, LLC145,547$3.24M1.08%+2,42313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC128,656$2.86M<0.01%-9,59213F-HRTimeline
Janney Montgomery Scott LLC122,005$2.71M0.01%+12,46913F-HRTimeline
Steward Partners Investment Advisory, L…118,081$2.63M0.02%-99213F-HRTimeline
Creekside Partners113,429$2.52M1.31%-5,31613F-HRTimeline
Twelve Points Wealth Management LLC111,324$2.48M0.71%+21,61913F-HRTimeline
B.O.S.S. Retirement Advisors, LLC109,409$2.43M0.68%+89,94113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…106,323$2.36M<0.01%+8,72613F-HRTimelineGroup
SMART Wealth LLC104,062$2.31M0.82%+9,61713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.101,286$2.25M<0.01%-3,02313F-HRTimelineGroup
Harvest Investment Services, LLC85,522$1.9M0.47%+88513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP82,262$1.83M<0.01%-1,65613F-HRTimelineGroup
Cambridge Investment Research Advisors,…82,107$1.83M0.01%+9,04213F-HRTimeline
Cetera Investment Advisers73,375$1.63M<0.01%-22,72213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,286$1.59M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding66,239$1.47M+7,700Timeline
Trueblood Wealth Management, LLC64,661$1.44M0.71%+42913F-HRTimeline
Integrated Wealth Concepts LLC63,882$1.42M0.02%+6,37013F-HRTimeline
Mission Creek Capital Partners, Inc.60,692$1.35M0.29%+67613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.60,442$1.34M0.01%-1,83513F-HRTimelineGroup
Elevated Capital Advisors, LLC57,418$1.28M0.35%-15713F-HRTimeline
WealthBridge Capital Management, LLC47,285$1.05M0.29%+5,45913F-HRTimeline
L.M. KOHN & COMPANY45,565$1.01M0.26%+2,08913F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC43,064$958K0.48%-3313F-HRTimelineGroup
Sigma Planning Corp40,260$895K0.03%-22513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC33,294$740K0.53%+2,03713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,455$677K0.02%-6413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,166$671K<0.01%+2,03013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,597$658K<0.01%-61113F-HRTimelineGroup
Waverly Advisors, LLC28,267$629K0.01%+59513F-HRTimeline
D.A. DAVIDSON & CO.27,863$620K0.01%+52113F-HRTimeline
HighTower Advisors, LLC27,298$607K<0.01%+3113F-HRTimeline
Capital Investment Advisory Services, L…26,695$594K0.06%-7,16013F-HRTimeline
Triumph Capital Management26,345$586K0.2%-1013F-HRTimeline
DDFG, Inc24,757$551K0.16%-2,74513F-HRTimeline
Quest 10 Wealth Builders, Inc.22,969$511K0.51%13F-HRTimeline
Intellectus Partners, LLC22,407$498K0.11%-4,95713F-HRTimeline
Rockport Wealth LLC18,968$457K0.2%013F-HRTimeline
Authentikos Wealth Advisory, LLC20,362$453K0.45%-1,36113F-HRTimeline
COMERICA BANK19,821$441K<0.01%-2,56013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,373$431K<0.01%+8,63913F-HRTimelineGroup
Advisors Capital Management, LLC18,741$417K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC16,882$375K0.01%-44113F-HRTimeline
Western Wealth Management, LLC16,729$372K0.02%+3613F-HR/ATimeline
LifeWealth Investments, LLC15,653$348K0.23%13F-HRTimeline
ORG Partners LLC15,481$344K0.05%new13F-HRTimeline
GPS Wealth Strategies Group, LLC15,107$336K0.04%+1,87313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,129$314K<0.01%+18813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,060$313K<0.01%new13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC13,966$311K<0.01%+4,41513F-HRTimelineGroup
HRT FINANCIAL LP13,799$306K<0.01%new13F-HRTimeline
SignalPoint Asset Management, LLC13,731$305K0.07%013F-HRTimeline
BlueChip Wealth Advisors LLC13,634$303K0.17%-9,98613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,419$298K0.01%+50013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,404$298K<0.01%+63913F-HRTimelineGroup
CHOREO, LLC13,186$294K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,610$280K0.14%+14513F-HRTimeline
Triad Wealth Partners, LLC12,569$280K0.1%-5,23913F-HRTimeline
Financial Advocates Investment Manageme…12,204$271K0.02%-2713F-HRTimeline
Main Street Financial Solutions, LLC12,076$269K0.03%+6013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,030$268K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC11,568$257K<0.01%-63913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,508$256K<0.01%+78313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,465$255K<0.01%new13F-HRTimelineGroup
Worth Financial Advisory Group, LLC11,071$246K0.15%-42513F-HRTimeline
PRIVATE TRUST CO NA10,950$244K0.03%013F-HRTimeline
Proactive Wealth Strategies LLC10,946$243K0.13%+313F-HRTimeline
Slagle Financial, LLC10,849$241K0.11%-28413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,765$239K<0.01%-1,73813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,764$239K<0.01%+1313F-HRTimelineGroup
Matrix Trust Co10,702$238K0.04%+9,46913F-HRTimeline
HOWE & RUSLING INC10,626$236K0.02%-14213F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,604$236K0.01%013F-HRTimeline
Park Square Financial Group, LLC10,476$233K0.16%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,452$232K<0.01%013F-HRTimelineGroup
Holistic Financial Partners9,577$213K0.11%013F-HRTimeline
Snowden Capital Advisors LLC9,302$207K0.01%-2,17713F-HRTimeline
IFP Advisors, Inc8,383$186K0.01%013F-HRTimeline
FLP Wealth Management, LLC8,061$179K0.46%13F-HRTimeline
Archer Investment Corp7,711$171K0.05%013F-HRTimeline
Transce3nd, LLC4,228$94K0.03%13F-HRTimeline
Sandy Spring Bank3,718$82.7K<0.01%+6213F-HRTimeline
Global Trust Asset Management, LLC3,480$77.4K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc3,368$74.9K0.01%+5713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,930$65.2K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,930$65.2K<0.01%-6713F-HRTimelineGroup
Farther Finance Advisors, LLC2,794$62.1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,759$61.4K<0.01%-2,18813F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,275$50.6K<0.01%-5013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,260$50.3K<0.01%013F-HRTimeline
PFG Private Wealth Management, LLC2,133$47.4K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,100$46.7K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$44.5K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,924$43K<0.01%+1513F-HRTimelineGroup
Crews Bank & Trust1,670$37.1K0.01%13F-HRTimeline
Pineridge Advisors LLC1,649$36.7K0.01%-65313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$33.2K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,269$28.2K<0.01%-2,36313F-HRTimeline
SBI Securities Co., Ltd.1,088$24.2K<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC956$21.2K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.928$20.6K0.02%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$15.6K<0.01%013F-HRTimelineGroup
Tidemark, LLC695$15.5K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$13.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC616$13.7K<0.01%013F-HRTimeline
NewEdge Advisors, LLC497$11K<0.01%-12513F-HRTimeline
Vermillion Wealth Management, Inc.443$9.85K0.01%13F-HRTimeline
MAI Capital Management371$8.25K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.350$7.78K<0.01%013F-HRTimeline
Luminist Capital LLC297$6.61K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.270$6.01K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$4.63K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.200$4.45K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.195$4.34K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC107$2.4K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$2.22K<0.01%013F-HRTimelineGroup
New Millennium Group LLC70$1.56K<0.01%new13F-HRTimeline
Sterling Capital Management LLC51$1.13K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24$1K<0.01%-8713F-HRTimelineGroup
LANARK FINANCIAL, INC.13$2990.03%-13,42213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$89<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.