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Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

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DJ GLBL DIVID (fund)

172 managers (174 13F filers) reported a position in FGD shares at 2025-12-31, 20,758,512 shares in all. 17 filers opened a position and 5 filers sold out during the quarter.

Managers
172
13F filers
174
New
17
Added
79
Reduced
43
Sold out
5
Shares held by filers
20,758,512

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC3,336,298$101M0.03%+305,44013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,671,359$80.9M0.02%+423,52713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,435,937$43.5M0.01%+464,85513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,305,282$39.5M0.01%-407,78613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,111,103$33.6M<0.01%+3,94813F-HR/ATimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$32.2M2.11%013F-HRTimeline
AE Wealth Management LLC885,410$26.8M0.15%+14,93713F-HRTimeline
UBS Group AGin group UBS Group AG798,492$24.2M<0.01%+31,84913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/681,466$20.6M<0.01%+104,78613F-HRTimelineGroup
PARK NATIONAL CORP /OH/527,649$16M0.5%+13,21513F-HRTimeline
Janney Montgomery Scott LLC520,310$15.8M0.04%+37,34613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC436,628$13.2M0.02%-34,14613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA405,525$12.3M<0.01%+131,17913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding383,608$11.6M+47,031Timeline
Cetera Investment Advisers298,568$9.04M0.01%+129,56113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC289,839$8.77M0.01%+210,82813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…206,170$6.24M<0.01%+36,86213F-HRTimelineGroup
IMG Wealth Management, Inc.195,595$5.92M3.76%+25,06313F-HRTimeline
Stonebridge Financial Planning Group, L…191,213$5.79M2.09%+50,44313F-HRTimeline
ForthRight Wealth Management, LLC176,771$5.35M1.54%+2,12413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP158,929$4.81M<0.01%+35,15513F-HRTimelineGroup
Lynx Investment Advisory137,107$4.15M2.26%-9,00013F-HRTimeline
Owen LaRue, LLC127,035$3.85M1.46%+16,01913F-HRTimeline
SMART Wealth LLC123,911$3.75M1.14%-7,25013F-HRTimeline
Creekside Partners116,459$3.53M1.49%+1,09513F-HRTimeline
Steward Partners Investment Advisory, L…113,046$3.42M0.02%-60413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112,596$3.41M<0.01%+50,73313F-HR/ATimelineGroup
Harvest Investment Services, LLC103,435$3.13M0.59%-6,07313F-HRTimeline
Cambridge Investment Research Advisors,…102,223$3.09M0.01%+6,01913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,875$3.02M<0.01%-35,68613F-HRTimelineGroup
Twelve Points Wealth Management LLC95,179$2.92M0.66%-13,74113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,049$2.88M<0.01%-10,17113F-HRTimelineGroup
Trueblood Wealth Management, LLC93,973$2.84M1.11%+7,50913F-HRTimeline
Integrated Wealth Concepts LLC81,535$2.47M0.03%+5,34913F-HRTimeline
Gateway Wealth Partners, LLC79,903$2.42M0.27%+25,34413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.77,251$2.34M<0.01%+8,41913F-HRTimelineGroup
WealthBridge Capital Management, LLC76,362$2.31M0.53%+16,27213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,263$2.28M0.02%+43713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding68,735$2.08M+8,443Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,954$1.81M<0.01%-58,48913F-HRTimelineGroup
D.A. DAVIDSON & CO.58,078$1.76M0.01%+2,97413F-HRTimeline
Mission Creek Capital Partners, Inc.56,556$1.71M0.35%-1,84013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,166$1.58M<0.01%+7,20613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,068$1.52M0.02%+13,20013F-HRTimelineGroup
Sigma Planning Corp46,465$1.41M0.04%+17,77313F-HRTimeline
Elevated Capital Advisors, LLC46,053$1.39M0.32%-2,81613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,750$1.32M<0.01%+29,14213F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC43,014$1.3M0.51%+88113F-HRTimelineGroup
Savvy Advisors, Inc.42,169$1.28M0.04%new13F-HRTimeline
&PARTNERS41,712$1.26M0.01%+3,63613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC40,687$1.23M0.88%+3,36413F-HRTimeline
Creative Planningin group Creative Planning39,920$1.21M<0.01%+39413F-HRTimelineGroup
CacheTech Inc.37,635$1.14M0.21%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,616$1.11M0.01%+1,83113F-HRTimelineGroup
Key Capital Management, INC35,599$1.08M1.07%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO34,777$1.05M<0.01%-77013F-HRTimelineGroup
Moors & Cabot, Inc.33,882$1.03M0.04%+1,13313F-HRTimeline
Western Wealth Management, LLC32,552$985K0.05%+6,82013F-HRTimeline
Waverly Advisors, LLC30,294$917K0.01%-23013F-HRTimeline
Collier Financial29,533$894K0.67%+1,36613F-HRTimeline
Intellectus Partners, LLC29,386$890K0.17%+10113F-HRTimeline
Triumph Capital Management27,204$823K0.18%+1,12513F-HRTimeline
MML INVESTORS SERVICES, LLC26,925$815K<0.01%-3,09213F-HRTimeline
Sanctuary Advisors, LLC25,447$770K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,214$763K0.01%+4,04313F-HRTimelineGroup
LifeWealth Investments, LLC25,163$762K0.24%-1,39313F-HRTimeline
DDFG, Inc23,713$718K0.16%-9513F-HRTimeline
B.O.S.S. Retirement Advisors, LLC23,670$717K0.23%-53,25413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,181$702K0.01%+11,15113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.22,756$689K<0.01%+5,08213F-HRTimelineGroup
Gladstone Institutional Advisory LLC22,606$684K0.03%+1,18613F-HRTimeline
HighTower Advisors, LLC22,314$675K<0.01%-39913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,850$673K<0.01%-94413F-HRTimeline
Mariner, LLCin group Mariner, LLC21,830$661K<0.01%+2,89113F-HRTimelineGroup
Capital Investment Advisory Services, L…20,470$620K0.04%-90013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,980$605K<0.01%13F-HR/ATimelineGroup
COMERICA BANK19,718$597K<0.01%+86913F-HRTimeline
Rockport Wealth LLC18,943$573K0.11%+1,47113F-HRTimeline
Advisors Capital Management, LLC18,741$567K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,159$550K0.01%-90113F-HRTimeline
Farther Finance Advisors, LLC17,940$543K0.01%+1,70313F-HRTimeline
Simplicity Wealth,LLC17,792$539K0.03%-14613F-HRTimeline
Quest 10 Wealth Builders, Inc.17,071$517K0.46%-99013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,642$504K<0.01%+1,71113F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC16,059$486K<0.01%-61413F-HRTimeline
PRIVATE TRUST CO NA15,624$473K0.04%+9913F-HRTimeline
HighPoint Advisor Group LLC14,674$444K0.01%new13F-HRTimeline
HOWE & RUSLING INC14,552$440K0.03%+53813F-HRTimeline
Coppell Advisory Solutions LLC13,932$424K0.04%-1,97713F-HRTimeline
IFP Advisors, Inc13,640$413K0.01%+5,25713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,814$388K0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC12,702$384K<0.01%+9513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,639$383K0.04%new13F-HRTimelineGroup
BlueChip Wealth Advisors LLC12,283$372K0.16%013F-HRTimeline
Foundations Investment Advisors, LLC12,230$370K<0.01%+4913F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,094$366K0.17%+18313F-HRTimeline
IFG Advisory, LLC11,676$353K0.02%+2,75713F-HRTimeline
ORG Partners LLC11,231$340K0.06%013F-HRTimeline
Snowden Capital Advisors LLC11,192$339K0.01%+2,09013F-HRTimeline
Proactive Wealth Strategies LLC10,984$332K0.13%+3013F-HRTimeline
Main Street Financial Solutions, LLC10,964$332K0.02%-73813F-HRTimeline
Centennial Advisors, LLC10,810$327K0.43%13F-HRTimeline
Atria Investments, Inc10,769$326K<0.01%-33213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,765$326K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.10,164$308K0.1%new13F-HRTimeline
Worth Financial Advisory Group, LLC10,071$305K0.15%013F-HRTimeline
J.W. COLE ADVISORS, INC.10,082$297K0.01%-8913F-HRTimeline
LANARK FINANCIAL, INC.9,741$295K0.02%-1,66213F-HRTimeline
Holistic Financial Partners9,577$290K0.11%013F-HRTimeline
Archer Investment Corp9,264$280K0.06%+1,55313F-HRTimeline
FLP Wealth Management, LLC9,164$277K0.66%+21013F-HR/ATimeline
Sunbelt Securities, Inc.9,000$272K0.02%+3,75013F-HRTimeline
NOVEM GROUP8,880$269K0.03%+1,49213F-HRTimeline
RFG Advisory, LLC8,662$262K<0.01%-84713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,306$251K0.02%new13F-HRTimeline
Slagle Financial, LLC7,705$233K0.08%-75413F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,619$231K0.01%013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.7,500$227K0.11%-2,40013F-HRTimeline
Wealthspire Advisors, LLC7,470$226K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC7,441$225K0.19%-8,85213F-HRTimeline
FMR LLCin group FMR LLC7,301$221K<0.01%+49813F-HRTimelineGroup
FSA Advisors, Inc.7,294$221K0.15%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,253$220K<0.01%new13F-HRTimelineGroup
Claro Advisors Inc.7,176$217K0.03%-20713F-HRTimeline
PFG Investments, LLC6,935$210K0.01%new13F-HRTimeline
CX Institutional6,267$190K0.01%-1613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,930$149K<0.01%+8213F-HRTimelineGroup
Root Financial Partners, LLC4,449$135K0.01%-19313F-HRTimeline
CWM, LLCin group CWM, LLC3,284$99K<0.01%+2,22813F-HRTimelineGroup
Raleigh Capital Management Inc.3,032$91.8K0.03%+2,65713F-HRTimeline
Global Trust Asset Management, LLC2,730$82.6K0.03%-25013F-HRTimeline
TD Capital Management LLC2,397$72.5K0.01%+5013F-HRTimeline
Turning Point Benefit Group, Inc.2,336$70.7K0.04%+46613F-HRTimeline
Federation des caisses Desjardins du Qu…2,260$68.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$61.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,000$60.5K0.02%-10013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,735$52.5K-657Timeline
Crews Bank & Trust1,670$50.6K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,532$46.4K<0.01%+16713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$45.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,383$41.9K<0.01%+1013F-HRTimeline
Hilton Head Capital Partners, LLC1,250$37.8K0.02%13F-HRTimeline
Lloyd Advisory Services, LLC.967$29.3K0.01%new13F-HRTimeline
Networth Advisors, LLC750$22.7K0.02%13F-HRTimeline
Sound Income Strategies, LLC707$21.8K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$21.2K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.659$19.9K<0.01%-12913F-HRTimeline
Tidemark, LLC645$19.5K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$18.6K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.500$15.1K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …477$14.4K<0.01%-5,04513F-HRTimelineGroup
Vermillion Wealth Management, Inc.443$13.4K0.01%013F-HRTimeline
MAI Capital Management371$11.2K<0.01%013F-HRTimeline
Luminist Capital LLC297$9K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.270$8.18K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc270$8.17K<0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$6.3K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC170$6.08K<0.01%+9513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$6.05K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO196$5.93K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC185$5.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV158$4.78K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC107$3.24K<0.01%+313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.03K<0.01%013F-HRTimelineGroup
New Millennium Group LLC70$2.12K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC52$1.57K<0.01%new13F-HRTimeline
Sterling Capital Management LLC44$1.33K<0.01%013F-HRTimeline
Signature Equity Partners, LLC38$1.15K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…23$696<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC16$484<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4$121<0.01%013F-HRTimelineGroup
Matrix Trust Co0$00%-12,45813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.