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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

148 managers (150 13F filers) reported a position in FGD shares at 2025-06-30, 17,460,875 shares in all. 18 filers opened a position and 9 filers sold out during the quarter.

Managers
148
13F filers
150
New
18
Added
55
Reduced
40
Sold out
9
Shares held by filers
17,460,875

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,554,546$70.4M0.02%+667,65713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,835,188$50.5M0.01%-82,65613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,807,702$49.8M0.01%+593,34213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,163,034$32M0.01%+942,90313F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$29.3M1.86%+431,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,059,317$29.2M<0.01%+43,87213F-HRTimelineGroup
AE Wealth Management LLC858,509$23.6M0.17%-63,33513F-HRTimeline
UBS Group AGin group UBS Group AG705,721$19.4M<0.01%+88,18913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/473,246$13M<0.01%+56,43913F-HRTimelineGroup
PARK NATIONAL CORP /OH/468,517$12.9M0.43%+38,36413F-HRTimeline
Janney Montgomery Scott LLC447,827$12.3M0.03%+256,29713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC360,909$9.94M0.01%+244,24713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC351,755$9.69M0.02%+342,86413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA236,625$6.52M<0.01%+27,24113F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding209,197$5.76M-19,393Timeline
ForthRight Wealth Management, LLC176,385$4.86M1.51%+30,14713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…160,740$4.43M<0.01%-20,97013F-HRTimelineGroup
Lynx Investment Advisory150,205$4.14M2.7%-13,97813F-HRTimeline
IMG Wealth Management, Inc.139,946$3.85M2.99%+139,11113F-HRTimeline
SMART Wealth LLC123,117$3.39M1.06%+14,00413F-HRTimeline
Creekside Partners114,542$3.15M1.5%+89413F-HRTimeline
Steward Partners Investment Advisory, L…113,590$3.13M0.02%-8,18513F-HRTimeline
Twelve Points Wealth Management LLC110,814$3.05M0.82%+2,63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,152$2.92M<0.01%+34,49813F-HRTimelineGroup
Owen LaRue, LLC101,700$2.8M1.19%new13F-HRTimeline
Cetera Investment Advisers95,789$2.64M<0.01%+28,80513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC93,417$2.57M0.65%-14,00813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,136$2.56M<0.01%+6,13013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…92,782$2.56M0.01%+11,04213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.91,706$2.53M<0.01%-8,92813F-HRTimelineGroup
Harvest Investment Services, LLC86,175$2.37M0.53%-26313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84,008$2.3M<0.01%+38,47513F-HRTimelineGroup
Trueblood Wealth Management, LLC82,346$2.27M0.95%+8,36913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…81,470$2.24M<0.01%-8,25813F-HRTimelineGroup
Integrated Wealth Concepts LLC69,470$1.91M0.02%+6,85713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding68,580$1.89M+3,995Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,147$1.85M0.02%+3,99813F-HRTimelineGroup
Mission Creek Capital Partners, Inc.59,467$1.64M0.36%+52913F-HRTimeline
Stonebridge Financial Planning Group, L…56,983$1.57M0.66%new13F-HRTimeline
WealthBridge Capital Management, LLC55,409$1.53M0.39%+1,06913F-HRTimeline
RiverTree Advisors, LLC54,358$1.5M1.01%new13F-HRTimeline
D.A. DAVIDSON & CO.54,107$1.49M0.01%+19,93213F-HRTimeline
Sigma Planning Corp48,947$1.35M0.04%-91713F-HRTimeline
Elevated Capital Advisors, LLC52,634$1.27M0.36%013F-HRTimeline
L.M. KOHN & COMPANY44,086$1.21M0.33%-1,09413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC42,392$1.17M0.53%-41313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,735$984K0.02%+5,27713F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC34,455$949K0.64%-37013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO31,167$858K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC29,542$814K0.01%+1,85613F-HRTimeline
Intellectus Partners, LLC29,210$804K0.17%+78313F-HRTimeline
&PARTNERS28,710$791K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,155$775K<0.01%-2,08013F-HRTimelineGroup
LifeWealth Investments, LLC27,641$761K0.28%+2,89013F-HR/ATimeline
Moors & Cabot, Inc.27,411$755K0.04%new13F-HRTimeline
Simplicity Wealth,LLC26,476$729K0.03%+9,99513F-HRTimeline
Triumph Capital Management26,245$723K0.22%-10013F-HR/ATimeline
Western Wealth Management, LLC23,774$655K0.04%+6,89813F-HRTimeline
DDFG, Inc23,773$655K0.16%-29613F-HRTimeline
HighTower Advisors, LLC23,062$635K<0.01%-2,65313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,646$624K<0.01%-9,33913F-HRTimelineGroup
Capital Investment Advisory Services, L…22,645$624K0.05%-1,75013F-HRTimeline
Gladstone Institutional Advisory LLC21,541$593K0.02%+8,65813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,149$582K0.01%+1,93213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.20,829$574K0.56%-2,46413F-HRTimeline
COMERICA BANK19,475$536K<0.01%-3613F-HRTimeline
Advisors Capital Management, LLC18,741$516K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,395$512K<0.01%-1,11013F-HRTimeline
Rockport Wealth LLC17,764$489K0.11%-3,89013F-HRTimeline
GTS SECURITIES LLC17,725$488K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,394$479K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC17,001$468K0.01%+1,01413F-HRTimeline
GPS Wealth Strategies Group, LLC16,282$448K0.05%+913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,986$440K0.01%+1,26113F-HRTimelineGroup
PRIVATE TRUST CO NA15,525$428K0.04%013F-HRTimeline
Creative Planningin group Creative Planning14,345$395K<0.01%-13,81113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,991$385K<0.01%+3,22313F-HR/ATimelineGroup
Matrix Trust Co13,830$381K0.06%+9113F-HRTimeline
BlueChip Wealth Advisors LLC13,634$375K0.17%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,378$368K<0.01%-58813F-HRTimelineGroup
LANARK FINANCIAL, INC.13,350$367K0.03%-13213F-HRTimeline
MML INVESTORS SERVICES, LLC12,879$355K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC12,572$346K0.01%+22513F-HRTimeline
Main Street Financial Solutions, LLC12,237$337K0.02%+14513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,030$331K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.11,820$326K0.01%+413F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,778$324K0.12%-57513F-HRTimeline
HOWE & RUSLING INC11,236$309K0.02%+32213F-HRTimeline
Worth Financial Advisory Group, LLC11,071$305K0.19%013F-HRTimeline
Proactive Wealth Strategies LLC10,951$302K0.14%+413F-HRTimeline
Financial Advocates Investment Manageme…10,950$302K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,765$296K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC10,372$286K0.21%-83713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,973$275K<0.01%-47913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.9,771$269K0.01%+1,26213F-HRTimeline
Holistic Financial Partners9,577$264K0.12%013F-HRTimeline
ORG Partners LLC9,481$263K0.06%013F-HRTimeline
FLP Wealth Management, LLC9,331$257K0.72%+1,03713F-HRTimeline
Slagle Financial, LLC9,161$252K0.1%-1,13013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,119$251K0.01%013F-HRTimeline
Snowden Capital Advisors LLC9,102$251K0.01%013F-HRTimeline
Private Advisor Group, LLC9,056$249K<0.01%-1,43013F-HRTimeline
TFG Advisers LLC8,694$239K0.08%+13013F-HRTimeline
IFP Advisors, Inc8,383$231K0.01%013F-HRTimeline
NewEdge Advisors, LLC8,010$221K<0.01%+7,28713F-HRTimeline
Atria Wealth Solutions, Inc.7,709$214K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,712$212K0.01%new13F-HRTimeline
Archer Investment Corp7,711$212K0.05%013F-HRTimeline
NOVEM GROUP7,500$207K0.03%new13F-HRTimeline
Wealthspire Advisors, LLC7,470$206K<0.01%new13F-HRTimeline
Claro Advisors Inc.7,383$203K0.03%new13F-HRTimeline
Transce3nd, LLC4,089$113K0.05%-32613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,802$105K<0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC2,980$82.1K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,686$74K<0.01%-24413F-HRTimelineGroup
FMR LLCin group FMR LLC2,543$70K<0.01%+20513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding2,498$68.8K+488Timeline
Federation des caisses Desjardins du Qu…2,260$62.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,100$57.8K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$55.1K<0.01%013F-HRTimeline
Crews Bank & Trust1,670$46K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$41.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,458$40.1K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.1,420$39.1K<0.01%+29913F-HRTimeline
Pineridge Advisors LLC1,270$35K0.01%-9113F-HRTimeline
CWM, LLCin group CWM, LLC1,081$30K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC700$19.3K<0.01%013F-HRTimelineGroup
Tidemark, LLC645$17.8K0.01%-5013F-HRTimeline
Aptus Capital Advisors, LLC616$17K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC616$17K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.443$12.2K0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.389$10.7K0.01%new13F-HRTimeline
MAI Capital Management371$10.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.350$9.64K<0.01%013F-HRTimeline
Luminist Capital LLC297$8.25K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.270$7.44K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc264$7.27K<0.01%+10713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$5.73K<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$5.51K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.200$5.51K<0.01%013F-HRTimeline
PFS Partners, LLC130$3.58K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC103$2.84K<0.01%-813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$2.75K<0.01%013F-HRTimelineGroup
New Millennium Group LLC70$1.93K<0.01%013F-HRTimeline
Sterling Capital Management LLC49$1.35K<0.01%-913F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$633<0.01%-113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4$110<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.