Skip to content
Disclosery

FGD FIRST TR EXCHANGE-TRADED FD

Follow

DJ GLBL DIVID (fund)

189 managers (192 13F filers) reported a position in FGD shares at 2026-03-31, 25,109,216 shares in all. 35 filers opened a position and 14 filers sold out during the quarter.

Managers
189
13F filers
192
New
35
Added
78
Reduced
44
Sold out
14
Shares held by filers
25,109,216

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC5,085,492$162M0.04%+1,749,19413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,422,721$109M0.02%+751,36213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,497,162$47.8M<0.01%+386,05913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,147,241$36.6M<0.01%+465,77513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,066,064$34M0.01%-369,87313F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co1,063,000$33.9M2.22%013F-HRTimeline
UBS Group AGin group UBS Group AG1,013,617$32.4M0.01%+215,12513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC954,395$30.5M0.01%-350,88713F-HR/ATimelineGroup
AE Wealth Management LLC642,963$20.5M0.11%-242,44713F-HRTimeline
PARK NATIONAL CORP /OH/546,216$17.4M0.53%+18,56713F-HRTimeline
Janney Montgomery Scott LLC521,486$16.7M0.04%+1,17613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA499,243$15.9M<0.01%+93,71813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC487,419$15.6M0.02%+50,79113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding434,443$13.9M+50,835Timeline
Cetera Investment Advisers380,543$12.2M0.01%+81,97513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC285,052$9.1M0.01%+241,30213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…227,811$7.27M<0.01%+21,64113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP231,831$7.22M<0.01%+72,90213F-HRTimelineGroup
Stonebridge Financial Planning Group, L…221,062$7.06M2.59%+29,84913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC203,104$6.49M0.01%-86,73513F-HRTimelineGroup
Gateway Wealth Partners, LLC198,026$6.32M0.25%+118,12313F-HRTimeline
IMG Wealth Management, Inc.192,604$6.15M3.92%-2,99113F-HRTimeline
ForthRight Wealth Management, LLC176,356$5.63M1.6%-41513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,458$4.58M<0.01%+43,58313F-HRTimelineGroup
Lynx Investment Advisory133,305$4.26M2.03%-3,80213F-HRTimeline
Owen LaRue, LLC133,088$4.25M1.63%+6,05313F-HRTimeline
Oxford Wealth Group, LLC130,969$4.18M2.28%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.124,108$3.96M0.01%+29,05913F-HRTimelineGroup
Creekside Partners122,248$3.9M1.61%+5,78913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…117,122$3.74M<0.01%+4,52613F-HRTimelineGroup
Cambridge Investment Research Advisors,…115,153$3.68M0.01%+12,93013F-HRTimeline
Steward Partners Investment Advisory, L…113,473$3.62M0.02%+42713F-HRTimeline
SMART Wealth LLC112,125$3.58M1.05%-11,78613F-HRTimeline
Harvest Investment Services, LLC105,273$3.36M0.61%+1,83813F-HRTimeline
Trueblood Wealth Management, LLC100,398$3.21M1.25%+6,42513F-HRTimeline
Compass Financial Services Inc97,466$3.11M1.35%new13F-HRTimeline
Twelve Points Wealth Management LLC93,315$2.98M0.66%-1,86413F-HRTimeline
Hobart Private Capital, LLC90,480$2.89M0.57%new13F-HRTimeline
Integrated Wealth Concepts LLC87,408$2.79M0.02%+5,87313F-HRTimeline
WealthBridge Capital Management, LLC86,237$2.75M0.63%+9,87513F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding86,028$2.75M+43,014Timeline
Independent Advisor Alliance85,816$2.74M0.03%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC85,457$2.73M1.37%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.87,501$2.65M0.02%+12,23813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding79,322$2.53M+10,587Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,892$2.49M<0.01%+17,93813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.77,223$2.47M<0.01%-2813F-HRTimelineGroup
D.A. DAVIDSON & CO.66,723$2.13M0.01%+8,64513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP63,879$2.04M<0.01%+11,71313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…62,989$2.01M0.02%+12,92113F-HRTimelineGroup
Moors & Cabot, Inc.57,099$1.82M0.08%+23,21713F-HRTimeline
Foundations Investment Advisors, LLC56,293$1.8M0.02%+44,06313F-HRTimeline
&PARTNERS54,453$1.74M0.01%+12,74113F-HRTimeline
Savvy Advisors, Inc.48,254$1.54M0.04%+6,08513F-HRTimeline
Mission Creek Capital Partners, Inc.48,187$1.54M0.31%-8,36913F-HRTimeline
Split Rock Private Trading & Wealth Man…45,842$1.46M1.13%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO45,276$1.45M<0.01%+10,49913F-HRTimelineGroup
Sigma Planning Corp45,003$1.44M0.04%-1,46213F-HRTimeline
GTS SECURITIES LLC40,766$1.3M0.05%new13F-HRTimeline
Elevated Capital Advisors, LLC40,656$1.3M0.33%-5,39713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC40,091$1.28M0.9%-59613F-HRTimeline
Creative Planningin group Creative Planning39,887$1.27M<0.01%-3313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC37,874$1.21M0.01%+1,25813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV34,085$1.09M<0.01%new13F-HRTimeline
Collier Financial33,307$1.06M0.81%+3,77413F-HRTimeline
Waverly Advisors, LLC32,377$1.03M0.01%+2,08313F-HRTimeline
Triumph Capital Management32,318$1.03M0.21%+5,11413F-HRTimeline
Western Wealth Management, LLC31,768$1.01M0.04%-78413F-HR/ATimeline
Clearstead Advisors, LLC30,062$960K0.01%new13F-HRTimeline
Key Capital Management, INC29,301$936K0.62%-6,29813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…29,238$934K0.46%new13F-HRTimelineGroup
Sanctuary Advisors, LLC27,066$864K<0.01%+1,61913F-HRTimeline
Intellectus Partners, LLC27,002$862K0.18%-2,38413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,829$857K0.01%+3,64813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,685$791K<0.01%+2,83513F-HRTimeline
Visionary Wealth Advisors24,084$769K0.03%new13F-HRTimeline
HighTower Advisors, LLC23,811$760K<0.01%+1,49713F-HRTimeline
Gladstone Institutional Advisory LLC23,706$757K0.03%+1,10013F-HRTimeline
DDFG, Inc23,701$757K0.16%-1213F-HRTimeline
Mariner, LLCin group Mariner, LLC22,745$726K<0.01%+91513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,326$713K0.01%-2,88813F-HRTimelineGroup
Proactive Wealth Strategies LLC21,970$701K0.13%+10,98613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.21,509$687K<0.01%13F-HRTimelineGroup
Simplicity Wealth,LLC20,258$647K0.04%+2,46613F-HRTimeline
NewEdge Advisors, LLC20,105$642K<0.01%+7,40313F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,092$642K0.01%+9,32713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,881$635K<0.01%new13F-HRTimelineGroup
Compound Planning, Inc.19,502$623K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…19,065$609K0.04%-1,40513F-HRTimeline
Advisors Capital Management, LLC18,741$598K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,578$593K0.01%+41913F-HRTimeline
LifeWealth Investments, LLC18,178$580K0.17%-6,98513F-HRTimeline
HOWE & RUSLING INC17,952$573K0.04%+3,40013F-HRTimeline
Rockport Wealth LLC17,294$552K0.1%-1,64913F-HRTimeline
Farther Finance Advisors, LLC16,963$543K0.01%-97713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,590$530K<0.01%-5213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC16,336$522K0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC16,270$520K<0.01%+21113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,094$514K<0.01%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC16,069$513K0.16%-7,60113F-HRTimeline
HighPoint Advisor Group LLC15,827$505K0.02%+1,15313F-HRTimeline
PRIVATE TRUST CO NA15,611$498K0.04%-1313F-HRTimeline
Sunbelt Securities, Inc.15,607$498K0.03%+6,60713F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,600$498K0.02%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14,924$477K0.05%+2,28513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …14,224$454K<0.01%-5,75613F-HRTimelineGroup
IFP Advisors, Inc14,200$453K0.01%+56013F-HRTimeline
Quest 10 Wealth Builders, Inc.12,782$408K0.36%-4,28913F-HRTimeline
J.W. COLE ADVISORS, INC.12,771$408K0.01%+2,68913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC12,475$398K0.28%new13F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC12,471$398K0.14%new13F-HRTimeline
BlueChip Wealth Advisors LLC12,283$392K0.17%013F-HRTimeline
LANARK FINANCIAL, INC.11,704$374K0.03%+1,96313F-HRTimeline
RFG Advisory, LLC11,334$362K0.01%+2,67213F-HRTimeline
Main Street Financial Solutions, LLC10,812$345K0.03%-15213F-HRTimeline
SMITH, MOORE & CO.10,769$344K0.03%new13F-HRTimeline
Atria Investments, Inc10,575$338K<0.01%-19413F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,835$314K0.14%-2,25913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,768$313K0.02%+1,46213F-HRTimeline
NOVEM GROUP9,674$309K0.04%+79413F-HRTimeline
Holistic Financial Partners9,577$306K0.11%013F-HRTimeline
Archer Investment Corp9,264$296K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC8,039$257K<0.01%-18,88613F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,033$256K0.01%+41413F-HRTimeline
IFS Group,LLC7,951$254K0.23%13F-HRTimeline
Snowden Capital Advisors LLC7,915$253K0.01%-3,27713F-HRTimeline
Advisory Services Network, LLC7,603$243K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC7,470$239K<0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,411$237K<0.01%+15813F-HRTimelineGroup
FMR LLCin group FMR LLC7,371$235K<0.01%+7013F-HRTimelineGroup
Claro Advisors Inc.7,179$229K0.03%+313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.7,080$226K0.07%new13F-HRTimeline
PFG Investments, LLC6,935$221K0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.6,788$217K0.06%+5,82113F-HRTimeline
Kingdom Financial Group LLC.6,788$217K0.06%-3,37613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,722$215K<0.01%new13F-HRTimelineGroup
Centennial Advisors, LLC6,686$213K0.27%-4,12413F-HRTimeline
Centerpoint Advisory Group6,516$208K0.16%new13F-HRTimeline
Private Advisor Group, LLC6,508$208K<0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.6,500$208K0.1%-1,00013F-HRTimeline
Keystone Financial Group6,449$206K0.01%new13F-HRTimeline
Summit Financial, LLC6,448$206K<0.01%new13F-HRTimeline
RDA Financial Network6,422$205K0.05%new13F-HRTimeline
Geneos Wealth Management Inc.6,018$192K<0.01%+5,35913F-HRTimeline
CX Institutional5,050$161K<0.01%-1,21713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,944$158K<0.01%+1413F-HRTimelineGroup
Root Financial Partners, LLC4,449$142K0.01%013F-HRTimeline
Raleigh Capital Management Inc.3,947$126K0.04%+91513F-HRTimeline
CWM, LLCin group CWM, LLC3,284$105K<0.01%013F-HRTimelineGroup
Rossmore Private Capital3,200$102K0.01%new13F-HRTimeline
Global Trust Asset Management, LLC2,730$87.2K0.03%013F-HRTimeline
TD Capital Management LLC2,405$76.8K0.01%+813F-HRTimeline
Federation des caisses Desjardins du Qu…2,260$72.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,000$64.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,000$63.9K0.02%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,905$59.5K<0.01%+1,70913F-HR/ATimelineGroup
Larson Financial Group LLC1,806$57.7K<0.01%new13F-HRTimeline
Crews Bank & Trust1,670$53.3K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,599$51.1K<0.01%+6713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,491$47.6K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC1,250$39.9K0.02%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,235$39.4K<0.01%-50013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,000$31.9K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV726$23.2K<0.01%+56813F-HRTimeline
Sound Income Strategies, LLC714$22.8K<0.01%+713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC700$22.4K<0.01%013F-HRTimelineGroup
Tidemark, LLC645$20.6K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC616$19.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC616$19.7K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd576$18.4K<0.01%new13F-HRTimeline
Networth Advisors, LLC557$17.8K0.01%-19313F-HRTimeline
Godfrey Financial Associates, Inc.500$16K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.443$14.1K0.01%013F-HRTimeline
MAI Capital Management371$11.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc270$8.64K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.270$8.63K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/208$6.64K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$6.39K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC185$5.91K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.153$4.88K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …124$3.96K<0.01%-35313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$3.19K<0.01%013F-HR/ATimelineGroup
Activest Wealth Management60$1.92K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC52$1.66K<0.01%013F-HRTimeline
WealthShield Partners, LLC42$1.34K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC38$1.21K<0.01%013F-HRTimeline
Sterling Capital Management LLC34$1.09K<0.01%-1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…22$733<0.01%-113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4$128<0.01%013F-HRTimelineGroup