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Disclosery

FIIG FIRST TR EXCHANGE-TRADED FD

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INTER GRADE ETF (fund)

104 managers (106 13F filers) reported a position in FIIG shares at 2025-03-31, 17,693,446 shares in all. 17 filers opened a position and 14 filers sold out during the quarter.

Managers
104
13F filers
106
New
17
Added
57
Reduced
26
Sold out
14
Shares held by filers
17,693,446

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
LPL Financial LLC3,455,029$71.7M0.03%+490,73013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,959,990$40.7M<0.01%+602,38313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,499,473$31.1M+19,903Timeline
Cetera Investment Advisers1,391,596$28.9M0.06%+137,50613F-HRTimeline
Per Stirling Capital Management, LLC.642,965$13.3M1.92%+8,71713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding481,068$9.98M+103,236Timeline
MANCHESTER FINANCIAL INC467,329$9.7M2.18%+171,10613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…452,346$9.39M0.14%+160,32713F-HRTimelineGroup
Creekmur Asset Management LLC448,956$9.32M1.95%+64013F-HRTimeline
Cambridge Investment Research Advisors,…412,553$8.56M0.03%+8,29013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC383,544$7.96M0.01%+50,65313F-HRTimeline
Rehmann Capital Advisory Group300,973$6.25M0.39%+42,94513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…298,784$6.2M5.15%new13F-HRTimeline
Mach-1 Financial Group, LLC283,491$5.88M1.76%new13F-HRTimeline
Owen LaRue, LLC266,108$5.52M2.75%+1,03713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP229,005$4.75M<0.01%+64,17213F-HRTimelineGroup
&PARTNERS213,173$4.49M0.05%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.214,611$4.45M0.03%+2,43313F-HRTimeline
Csenge Advisory Group205,114$4.21M0.24%+3,02913F-HRTimeline
HighTower Advisors, LLC195,371$4.05M0.01%+13,62013F-HRTimeline
Bullseye Investment Management, LLC180,228$3.74M2.28%+3,58413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp168,885$3.5M<0.01%-16,47013F-HRTimelineGroup
Sequent Planning LLC168,426$3.49M1.26%+1,96313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC162,932$3.38M0.01%-5,25913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC155,118$3.22M0.01%+4,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,873$3.05M0.01%+101,03213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC133,413$2.77M0.04%+38,92513F-HRTimelineGroup
Orion Porfolio Solutions, LLC130,255$2.7M0.03%+16513F-HRTimeline
Orion Portfolio Solutions, LLC130,255$2.7M0.03%+16513F-HR/ATimeline
Janney Montgomery Scott LLC128,139$2.66M0.01%+16,66613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…124,614$2.59M0.06%-12,64913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC123,766$2.57M<0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc104,639$2.17M0.05%+35,69913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.98,327$2.04M0.8%+13,05013F-HRTimeline
IFP Advisors, Inc95,544$1.98M0.06%+13,37913F-HRTimeline
AE Wealth Management LLC92,191$1.91M0.02%+22,87913F-HRTimeline
Visionary Wealth Advisors90,089$1.87M0.11%-38913F-HRTimeline
Mutual Advisors, LLC78,646$1.62M0.05%+18,59913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…74,288$1.54M<0.01%+62,53513F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC67,770$1.41M0.64%-2,04913F-HRTimeline
Sanctuary Advisors, LLC66,008$1.37M0.01%-2,54413F-HRTimeline
Atria Wealth Solutions, Inc.65,305$1.36M0.02%-2,29213F-HRTimeline
Kingsview Wealth Management, LLC65,223$1.35M0.03%-11,86913F-HRTimeline
Total Clarity Wealth Management, Inc.65,819$1.35M0.44%013F-HRTimeline
OLD MISSION CAPITAL LLC60,370$1.25M0.02%new13F-HRTimeline
Snowden Capital Advisors LLC58,891$1.22M0.04%+99313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC53,971$1.12M0.01%+2,12413F-HRTimelineGroup
NewEdge Wealth, LLC51,274$1.06M0.02%-1,48013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC51,020$1.04M0.48%+81213F-HRTimeline
Coppell Advisory Solutions LLC49,803$1.03M0.14%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…49,621$1.03M0.09%+22613F-HRTimeline
Sigma Planning Corp49,272$1.02M0.03%-12,19013F-HRTimeline
Atria Investments, Inc46,852$972K0.01%+2,94813F-HRTimeline
Harvest Investment Services, LLC42,387$880K0.24%-80,09213F-HRTimeline
Impact Partnership Wealth, LLC39,711$824K0.18%+8,59413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC38,358$796K0.72%-22,06413F-HRTimeline
Core Wealth Partners LLC35,982$747K0.43%+12,49513F-HRTimeline
PFG Advisors34,684$720K0.04%-8,48413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,344$650K0.02%+10,95213F-HRTimeline
NewEdge Advisors, LLC27,858$578K<0.01%-30,03713F-HRTimeline
Pinnacle Family Advisors, LLC27,646$574K0.31%+26913F-HRTimeline
Perigon Wealth Management, LLC27,552$572K0.01%+7,20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management27,125$563K0.02%+32513F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,955$559K0.02%-19,66813F-HRTimeline
Private Advisor Group, LLC26,811$556K<0.01%+3,07613F-HRTimeline
LaSalle St. Investment Advisors, LLC24,371$505K0.12%-29913F-HRTimeline
Keystone Wealth Services, LLC21,000$436K0.12%+5,40013F-HRTimeline
RFG Advisory, LLC17,918$372K0.01%-71413F-HRTimeline
BlueChip Wealth Advisors LLC17,748$368K0.18%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,891$350K0.01%+60213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.15,898$330K0.02%+3,01113F-HR/ATimelineGroup
GeoWealth Management, LLC14,495$301K0.01%-6313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC13,842$287K0.14%+94713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,303$276K0.01%+26913F-HRTimelineGroup
Foundations Investment Advisors, LLC13,061$271K0.01%-8,39713F-HRTimeline
OBSIDIAN CIO, LLC12,868$267K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,432$258K0.01%+13413F-HR/ATimeline
Independent Wealth Network Inc.11,858$246K0.1%+1,21413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,142$231K0.02%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.10,575$219K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,403$216K0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC10,402$216K0.09%+86413F-HRTimeline
HARBOUR INVESTMENTS, INC.10,125$210K0.01%+17713F-HRTimeline
HBW ADVISORY SERVICES LLC9,807$203K0.03%-1,13613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,708$201K<0.01%-110,37213F-HRTimelineGroup
AMERIFLEX GROUP, INC.8,685$180K0.07%-2,24813F-HRTimeline
COMERICA BANK6,754$140K<0.01%+1,82313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,895$122K0.04%+38213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,760$118K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC4,561$94.2K0.04%new13F-HRTimeline
Raleigh Capital Management Inc.2,909$60.4K0.03%+66313F-HRTimeline
Quest 10 Wealth Builders, Inc.1,383$28.7K0.03%-9213F-HRTimeline
ORG Partners LLC836$17.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV530$11K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC450$9.34K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC436$9.04K<0.01%+15113F-HRTimeline
Farther Finance Advisors, LLC368$7.66K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN260$5.39K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA248$5K<0.01%new13F-HR/ATimelineGroup
AMERICAN NATIONAL BANK & TRUST237$4.92K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC236$4.9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC191$4K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC141$2.93K<0.01%+5213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-20,65413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.