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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

140 managers (142 13F filers) reported a position in FGD shares at 2025-03-31, 13,438,413 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
140
13F filers
142
New
13
Added
49
Reduced
45
Sold out
7
Shares held by filers
13,438,413

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,917,844$46.4M0.01%-9,37613F-HRTimelineGroup
LPL Financial LLC1,886,889$45.7M0.02%+277,32713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,214,360$29.4M0.01%+833,35813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,015,445$24.6M<0.01%+17,75013F-HRTimelineGroup
AE Wealth Management LLC921,844$22.3M0.19%+6,07213F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co632,000$15.3M1.13%013F-HRTimeline
UBS Group AGin group UBS Group AG617,532$14.9M<0.01%+5,41313F-HRTimelineGroup
PARK NATIONAL CORP /OH/430,153$10.4M0.38%+9,67713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/416,807$10.1M<0.01%-67,06013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding228,590$5.53M+4,671Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC220,131$5.33M<0.01%-2,48413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA209,384$5.07M<0.01%-88,91913F-HR/ATimelineGroup
Janney Montgomery Scott LLC191,530$4.63M0.01%+69,52513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…181,710$4.4M<0.01%-75013F-HRTimelineGroup
Lynx Investment Advisory164,183$3.97M2.65%-8,78613F-HRTimeline
ForthRight Wealth Management, LLC146,238$3.54M1.18%+69113F-HRTimeline
Steward Partners Investment Advisory, L…121,775$2.95M0.03%+3,69413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC116,662$2.82M<0.01%-11,99413F-HRTimeline
Creekside Partners113,648$2.75M1.44%+21913F-HRTimeline
SMART Wealth LLC109,113$2.64M0.95%+5,05113F-HRTimeline
Twelve Points Wealth Management LLC108,184$2.62M0.71%-3,14013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC107,425$2.6M0.75%-1,98413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,634$2.44M<0.01%-65213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89,728$2.17M<0.01%-16,59513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.87,006$2.11M<0.01%+56,84013F-HRTimelineGroup
Harvest Investment Services, LLC86,438$2.09M0.58%+91613F-HRTimeline
Cambridge Investment Research Advisors,…81,740$1.98M0.01%-36713F-HRTimeline
OLD MISSION CAPITAL LLC78,455$1.9M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,394$1.82M<0.01%+63,92913F-HRTimelineGroup
Trueblood Wealth Management, LLC73,977$1.79M0.83%+9,31613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,654$1.73M<0.01%-10,60813F-HRTimelineGroup
Cetera Investment Advisers66,984$1.62M<0.01%-6,39113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,585$1.56M-1,654Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,149$1.53M0.01%+2,70713F-HRTimelineGroup
Integrated Wealth Concepts LLC62,613$1.52M0.02%-1,26913F-HRTimeline
Mission Creek Capital Partners, Inc.58,938$1.43M0.35%-1,75413F-HRTimeline
WealthBridge Capital Management, LLC54,340$1.32M0.37%+7,05513F-HRTimeline
Elevated Capital Advisors, LLC52,634$1.27M0.36%-4,78413F-HRTimeline
Sigma Planning Corp49,864$1.21M0.04%+9,60413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP45,533$1.11M<0.01%+26,16013F-HR/ATimelineGroup
L.M. KOHN & COMPANY45,180$1.09M0.29%-38513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC42,805$1.04M0.52%-25913F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC34,825$843K0.62%+1,53113F-HRTimeline
D.A. DAVIDSON & CO.34,175$827K0.01%+6,31213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,985$774K<0.01%-39,30113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,458$737K0.02%+313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,235$732K<0.01%+63813F-HRTimelineGroup
Intellectus Partners, LLC28,427$688K0.17%+6,02013F-HRTimeline
Creative Planningin group Creative Planning28,156$681K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC27,686$670K0.01%-58113F-HRTimeline
Triumph Capital Management26,345$638K0.21%013F-HRTimeline
HighTower Advisors, LLC25,715$622K<0.01%-1,58313F-HRTimeline
LifeWealth Investments, LLC24,751$599K0.29%+9,09813F-HR/ATimeline
Capital Investment Advisory Services, L…24,395$590K0.05%-2,30013F-HRTimeline
Collier Financial24,221$586K0.5%new13F-HRTimeline
DDFG, Inc24,069$582K0.16%-68813F-HRTimeline
Quest 10 Wealth Builders, Inc.23,293$564K0.6%+32413F-HRTimeline
Rockport Wealth LLC21,654$524K0.18%+2,68613F-HRTimeline
COMERICA BANK19,511$472K<0.01%-31013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,505$472K<0.01%+5,44513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,217$465K0.01%+5,81313F-HRTimelineGroup
Advisors Capital Management, LLC18,741$454K0.01%013F-HRTimeline
Western Wealth Management, LLC16,876$408K0.03%+14713F-HRTimeline
Simplicity Wealth,LLC16,481$399K0.03%new13F-HRTimeline
GPS Wealth Strategies Group, LLC16,273$394K0.05%+1,16613F-HRTimeline
Farther Finance Advisors, LLC15,987$389K0.01%+13,19313F-HRTimeline
PRIVATE TRUST CO NA15,525$376K0.04%+4,57513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,725$356K0.01%+59613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,966$338K<0.01%013F-HRTimelineGroup
Matrix Trust Co13,739$332K0.06%+3,03713F-HRTimeline
Virtue Capital Management, LLC13,669$331K0.04%new13F-HRTimeline
BlueChip Wealth Advisors LLC13,634$330K0.16%013F-HRTimeline
LANARK FINANCIAL, INC.13,482$326K0.03%+13,46913F-HRTimeline
FLOW TRADERS U.S. LLC13,325$322K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC12,883$312K0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,353$299K0.15%-25713F-HRTimeline
Foundations Investment Advisors, LLC12,347$299K0.01%-4,53513F-HRTimeline
Main Street Financial Solutions, LLC12,092$293K0.03%+1613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,030$291K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,816$286K0.01%-1,60313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,813$286K<0.01%+30513F-HRTimeline
Park Square Financial Group, LLC11,209$271K0.22%+73313F-HRTimeline
Worth Financial Advisory Group, LLC11,071$268K0.17%013F-HRTimeline
Proactive Wealth Strategies LLC10,947$265K0.14%+113F-HRTimeline
HOWE & RUSLING INC10,914$264K0.02%+28813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,768$261K<0.01%+413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…10,765$261K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC10,486$254K<0.01%-1,08213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,452$253K<0.01%013F-HRTimelineGroup
Slagle Financial, LLC10,291$249K0.11%-55813F-HRTimeline
Holistic Financial Partners9,577$232K0.11%013F-HRTimeline
ORG Partners LLC9,481$230K0.06%-6,00013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,119$221K0.01%-1,48513F-HRTimeline
Snowden Capital Advisors LLC9,102$220K0.01%-20013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,891$215K<0.01%-153,13313F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,762$212K0.01%new13F-HR/ATimelineGroup
TFG Advisers LLC8,564$207K0.08%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,509$206K0.01%new13F-HRTimeline
IFP Advisors, Inc8,383$203K0.01%013F-HRTimeline
FLP Wealth Management, LLC8,294$201K0.64%+23313F-HRTimeline
Archer Investment Corp7,711$187K0.05%013F-HRTimeline
Transce3nd, LLC4,415$107K0.05%+18713F-HRTimeline
Sandy Spring Bank3,735$90.4K<0.01%+1713F-HRTimeline
Global Trust Asset Management, LLC2,980$72.1K0.04%-50013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,930$70.9K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,930$65.2K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,338$56.6K<0.01%-42113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,260$54.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,100$50.8K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,010$48.6K<0.01%-26513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2,000$48.4K<0.01%013F-HRTimeline
Crews Bank & Trust1,670$40.4K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$36.1K<0.01%013F-HRTimeline
Pineridge Advisors LLC1,361$32.9K0.01%-28813F-HRTimeline
SBI Securities Co., Ltd.1,121$27.1K<0.01%+3313F-HRTimeline
CWM, LLCin group CWM, LLC1,081$26K<0.01%-84313F-HRTimelineGroup
IMG Wealth Management, Inc.835$20.2K0.02%-9313F-HRTimeline
NewEdge Advisors, LLC723$17.5K<0.01%+22613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$16.9K<0.01%013F-HRTimelineGroup
Tidemark, LLC695$16.8K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$14.9K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC616$14.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.443$10.7K<0.01%013F-HRTimeline
MAI Capital Management371$8.98K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.350$8.47K<0.01%013F-HRTimeline
Luminist Capital LLC297$7.22K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.270$6.54K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$5.03K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$4.84K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.200$4.84K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc157$3.8K<0.01%-3,21113F-HRTimeline
PFS Partners, LLC130$3.15K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC111$2.69K<0.01%+413F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$2.42K<0.01%013F-HRTimelineGroup
New Millennium Group LLC70$1.69K<0.01%013F-HRTimeline
Sterling Capital Management LLC58$1.4K<0.01%+713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…24$1K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.39$944<0.01%-15613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$97<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.