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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

157 managers (160 13F filers) reported a position in FGD shares at 2025-09-30, 18,883,925 shares in all. 21 filers opened a position and 11 filers sold out during the quarter.

Managers
157
13F filers
160
New
21
Added
63
Reduced
42
Sold out
11
Shares held by filers
18,883,925

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,030,858$87.1M0.03%+476,31213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,247,832$64.6M0.01%+412,64413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,713,068$49.2M0.01%-94,63413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,107,155$31.8M<0.01%+47,83813F-HR/ATimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$30.6M1.89%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC971,082$27.9M0.01%-191,95213F-HRTimelineGroup
AE Wealth Management LLC870,473$25M0.16%+11,96413F-HRTimeline
UBS Group AGin group UBS Group AG766,643$22M<0.01%+60,92213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/576,680$16.6M<0.01%+103,43413F-HR/ATimelineGroup
PARK NATIONAL CORP /OH/514,434$14.8M0.46%+45,91713F-HRTimeline
Janney Montgomery Scott LLC482,964$13.9M0.03%+35,13713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC470,774$13.5M0.02%+109,86513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding336,577$9.68M+127,380Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA274,346$7.89M<0.01%+37,72113F-HRTimelineGroup
ForthRight Wealth Management, LLC174,647$5.02M1.46%-1,73813F-HRTimeline
IMG Wealth Management, Inc.170,532$4.9M3.32%+30,58613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…169,308$4.87M<0.01%+8,56813F-HRTimelineGroup
Cetera Investment Advisers169,007$4.86M0.01%+73,21813F-HRTimeline
Lynx Investment Advisory146,107$4.2M2.51%-4,09813F-HRTimeline
Stonebridge Financial Planning Group, L…140,770$4.05M1.52%+83,78713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,561$3.9M<0.01%+29,40913F-HRTimelineGroup
SMART Wealth LLC131,161$3.77M1.42%+8,04413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP123,774$3.55M<0.01%+39,76613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,443$3.41M<0.01%+95,79713F-HRTimelineGroup
Creekside Partners115,364$3.32M1.46%+82213F-HRTimeline
Steward Partners Investment Advisory, L…113,650$3.27M0.02%+6013F-HRTimeline
Owen LaRue, LLC111,016$3.19M1.26%+9,31613F-HRTimeline
Harvest Investment Services, LLC109,508$3.15M0.63%+23,33313F-HRTimeline
Twelve Points Wealth Management LLC108,920$3.13M0.78%-1,89413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.105,220$3.04M<0.01%+12,08413F-HRTimelineGroup
Cambridge Investment Research Advisors,…96,204$2.77M0.01%+3,42213F-HRTimeline
Trueblood Wealth Management, LLC86,464$2.49M0.97%+4,11813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC79,011$2.27M<0.01%-272,74413F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC76,924$2.21M0.53%-16,49313F-HRTimeline
Integrated Wealth Concepts LLC76,186$2.19M0.02%+6,71613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,826$2.15M0.02%+7,67913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,832$1.98M<0.01%-22,87413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…61,863$1.78M<0.01%-19,60713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding60,292$1.73M-8,288Timeline
WealthBridge Capital Management, LLC60,090$1.73M0.41%+4,68113F-HRTimeline
Mission Creek Capital Partners, Inc.58,396$1.68M0.33%-1,07113F-HRTimeline
D.A. DAVIDSON & CO.55,104$1.58M0.01%+99713F-HRTimeline
Gateway Wealth Partners, LLC54,559$1.57M0.21%new13F-HRTimeline
Elevated Capital Advisors, LLC48,869$1.4M0.35%-3,76513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP44,960$1.29M<0.01%+16,80513F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC42,133$1.21M0.48%-25913F-HR/ATimelineGroup
Creative Planningin group Creative Planning39,526$1.14M<0.01%+25,18113F-HRTimelineGroup
&PARTNERS38,076$1.09M0.01%+9,36613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC37,323$1.07M0.78%+2,86813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,868$1.06M0.02%+1,13313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,547$1.02M<0.01%+4,38013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,785$1M0.01%+13,63613F-HRTimelineGroup
Moors & Cabot, Inc.32,749$942K0.04%+5,33813F-HRTimeline
Waverly Advisors, LLC30,524$878K0.01%+98213F-HRTimeline
MML INVESTORS SERVICES, LLC30,017$863K<0.01%+17,13813F-HRTimeline
Intellectus Partners, LLC29,285$842K0.16%+7513F-HRTimeline
Sigma Planning Corp28,692$825K0.02%-20,25513F-HRTimeline
Collier Financial28,167$810K0.61%13F-HRTimeline
LifeWealth Investments, LLC26,556$763K0.25%-1,08513F-HR/ATimeline
Triumph Capital Management26,079$750K0.2%-16613F-HR/ATimeline
Western Wealth Management, LLC25,732$740K0.04%+1,95813F-HRTimeline
DDFG, Inc23,808$684K0.16%+3513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,794$654K<0.01%+4,39913F-HRTimeline
HighTower Advisors, LLC22,713$653K<0.01%-34913F-HRTimeline
Gladstone Institutional Advisory LLC21,420$616K0.02%-12113F-HRTimeline
Capital Investment Advisory Services, L…21,370$614K0.05%-1,27513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,171$609K0.01%+5,18513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,060$548K0.01%+7,24013F-HRTimeline
Mariner, LLCin group Mariner, LLC18,939$544K<0.01%+5,56113F-HRTimelineGroup
COMERICA BANK18,849$542K<0.01%-62613F-HRTimeline
SYNOVUS FINANCIAL CORP18,809$541K0.01%new13F-HRTimeline
Advisors Capital Management, LLC18,741$539K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.18,061$519K0.48%-2,76813F-HRTimeline
Simplicity Wealth,LLC17,938$516K0.03%-8,53813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,674$508K<0.01%+28013F-HRTimelineGroup
Rockport Wealth LLC17,472$502K0.1%-29213F-HRTimeline
Orion Porfolio Solutions, LLC16,673$479K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC16,293$468K0.05%+1113F-HRTimeline
Farther Finance Advisors, LLC16,237$467K0.01%-76413F-HRTimeline
Coppell Advisory Solutions LLC15,909$457K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA15,525$446K0.04%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,931$429K<0.01%+94013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,608$420K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC14,014$403K0.03%+2,77813F-HRTimeline
NewEdge Advisors, LLC12,607$362K<0.01%+4,59713F-HRTimeline
Matrix Trust Co12,458$358K0.06%-1,37213F-HRTimeline
BlueChip Wealth Advisors LLC12,283$353K0.15%-1,35113F-HRTimeline
Foundations Investment Advisors, LLC12,181$350K0.01%-39113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,030$346K<0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC11,911$342K0.12%+13313F-HRTimeline
Main Street Financial Solutions, LLC11,702$336K0.02%-53513F-HRTimeline
Lion Street Advisors, LLC12,954$331K0.11%new13F-HRTimeline
LANARK FINANCIAL, INC.11,403$328K0.03%-1,94713F-HRTimeline
ORG Partners LLC11,231$323K0.06%+1,75013F-HRTimeline
Atria Investments, Inc11,101$319K<0.01%new13F-HRTimeline
Proactive Wealth Strategies LLC10,954$315K0.14%+313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,765$309K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,171$292K0.01%+40013F-HRTimeline
Worth Financial Advisory Group, LLC10,071$290K0.16%-1,00013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.9,900$287K0.14%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,753$280K<0.01%-22013F-HRTimelineGroup
Holistic Financial Partners9,577$275K0.11%013F-HRTimeline
RFG Advisory, LLC9,509$273K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC9,102$262K0.01%013F-HRTimeline
FLP Wealth Management, LLC8,954$257K0.73%-37713F-HR/ATimeline
IFG Advisory, LLC8,919$256K0.01%new13F-HRTimeline
Slagle Financial, LLC8,459$243K0.09%-70213F-HRTimeline
IFP Advisors, Inc8,383$241K0.01%013F-HR/ATimeline
IFS Group,LLC8,001$231K0.2%13F-HRTimeline
Archer Investment Corp7,711$222K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,619$219K0.01%-1,50013F-HRTimeline
Wealthspire Advisors, LLC7,470$215K<0.01%013F-HRTimeline
NOVEM GROUP7,388$212K0.03%-11213F-HRTimeline
Claro Advisors Inc.7,383$212K0.03%013F-HRTimeline
FMR LLCin group FMR LLC6,803$196K<0.01%+4,26013F-HRTimelineGroup
CX Institutional6,283$181K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,522$159K0.03%13F-HRTimelineGroup
Sunbelt Securities, Inc.5,250$151K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,848$139K<0.01%+1,04613F-HRTimelineGroup
Root Financial Partners, LLC4,642$133K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC2,980$85.7K0.04%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,392$68.8K-106Timeline
TD Capital Management LLC2,347$67.5K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,260$65K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,100$60.4K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$58.1K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.1,870$53.9K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,849$53.2K<0.01%-83713F-HRTimelineGroup
Crews Bank & Trust1,670$48K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$42.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,373$39.5K<0.01%-8513F-HRTimeline
SBI Securities Co., Ltd.1,365$39.2K<0.01%-5513F-HRTimeline
CWM, LLCin group CWM, LLC1,056$30K<0.01%-2513F-HRTimelineGroup
Pineridge Advisors LLC984$28.3K0.01%-28613F-HRTimeline
Geneos Wealth Management Inc.788$22.6K<0.01%+43813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$20.1K<0.01%013F-HRTimelineGroup
Tidemark, LLC645$18.5K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$17.7K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.443$12.7K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.375$10.8K<0.01%new13F-HRTimeline
MAI Capital Management371$10.7K<0.01%013F-HRTimeline
Luminist Capital LLC297$8.57K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.270$7.77K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc267$7.66K<0.01%+313F-HRTimeline
Advisory Services Network, LLC247$7.1K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$5.97K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$5.75K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.200$5.75K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC185$5.32K<0.01%new13F-HRTimeline
Guerra Advisors Inc136$3.91K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC104$3.02K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$2.88K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC75$2.16K<0.01%new13F-HRTimeline
New Millennium Group LLC70$2.01K<0.01%013F-HRTimeline
Sterling Capital Management LLC44$1.26K<0.01%-513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$661<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4$115<0.01%013F-HRTimelineGroup