Skip to content
Disclosery

FRI FIRST TR EXCHANGE-TRADED FD

Follow

CMN (fund)

71 managers (71 13F filers) reported a position in FRI shares at 2026-03-31, 3,875,466 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
71
New
10
Added
20
Reduced
27
Sold out
6
Shares held by filers
3,875,466

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
MORGAN STANLEYin group MORGAN STANLEY1,020,814$29.1M<0.01%+64,95113F-HRTimelineGroup
LPL Financial LLC570,398$16.2M<0.01%-7,09313F-HRTimeline
TCP Asset Management, LLC543,019$15.5M1.99%+162,92613F-HRTimeline
Cetera Investment Advisers497,818$14.2M0.02%+2,35013F-HRTimeline
Aft, Forsyth & Sober, LLC154,200$4.39M1.34%-5,25013F-HRTimeline
UBS Group AGin group UBS Group AG120,158$3.42M<0.01%-1,61513F-HRTimelineGroup
True Blue Financial, LLC108,408$3.09M2.43%+68513F-HRTimeline
Chicago Partners Investment Group LLC76,885$2.31M0.05%-3,59513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC80,659$2.3M0.02%-3,79813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,754$2.21M<0.01%-32913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,768$1.42M<0.01%+7,12713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,614$1.41M<0.01%-100,32013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP46,600$1.33M<0.01%+12,10013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/44,591$1.27M<0.01%-2,35313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,553$955K<0.01%-13,14613F-HRTimelineGroup
Maia Wealth LLC28,081$799K0.14%+2,87013F-HRTimeline
CX Institutional27,759$790K0.02%+24,40113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,632$587K<0.01%+1,92813F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC18,405$524K0.37%-93513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,316$493K<0.01%-52813F-HR/ATimelineGroup
HighTower Advisors, LLC16,877$480K<0.01%+2313F-HRTimeline
Harvest Investment Services, LLC14,861$423K0.08%-39213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,143$403K0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,811$393K<0.01%-4,46013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,485$377K<0.01%+3,53913F-HRTimelineGroup
Private Advisor Group, LLC13,062$372K<0.01%-7713F-HRTimeline
Jaffetilchin Investment Partners, LLC12,421$354K0.02%-2,75913F-HRTimeline
RPg Family Wealth Advisory, LLC12,086$344K0.07%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,078$344K<0.01%-36,72613F-HRTimelineGroup
Risk Paradigm Group, LLC11,728$334K0.28%new13F-HRTimeline
AE Wealth Management LLC11,680$332K<0.01%-82,38013F-HRTimeline
Gateway Wealth Partners, LLC10,820$308K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC10,463$298K<0.01%-1,66213F-HRTimeline
PRIVATE TRUST CO NA9,990$297K0.03%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,061$286K0.17%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,761$278K<0.01%+2,11813F-HRTimelineGroup
Onyx Bridge Wealth Group LLC8,864$252K0.03%-1713F-HRTimeline
Janney Montgomery Scott LLC8,819$251K<0.01%-75013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.8,672$247K0.02%+1913F-HRTimelineGroup
RVW Wealth, LLC8,498$242K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,164$232K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,622$217K<0.01%-45213F-HRTimelineGroup
SBI Securities Co., Ltd.996$190K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,011$171K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,852$138K0.03%new13F-HRTimeline
LANARK FINANCIAL, INC.4,166$119K0.01%013F-HRTimeline
GAMMA Investing LLC3,079$87.6K<0.01%+86213F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd3,010$85.7K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,764$78.7K<0.01%+14213F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,347$66.8K0.05%+10713F-HRTimeline
Financial Perspectives, Inc2,072$59K0.02%+513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,989$56.6K<0.01%+613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,968$56K<0.01%+1,71013F-HRTimeline
MTM Investment Management, LLC1,685$48K0.02%013F-HRTimeline
REAP Financial Group, LLC1,339$38.1K0.01%+413F-HRTimeline
NewEdge Advisors, LLC1,132$32.2K<0.01%-14013F-HR/ATimeline
Arax Advisory Partners1,000$28.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC382$10.9K<0.01%-2813F-HRTimelineGroup
Farther Finance Advisors, LLC336$9.61K<0.01%new13F-HRTimeline
Benson Wealth Management INC265$7.54K0.01%013F-HRTimeline
Smartleaf Asset Management LLC261$7.31K<0.01%-1113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…240$6.84K<0.01%-3513F-HRTimelineGroup
Geneos Wealth Management Inc.204$5.81K<0.01%013F-HRTimeline
Millstone Evans Group, LLC200$5.69K<0.01%013F-HRTimeline
Advisory Services Network, LLC193$5.49K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…173$4.92K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC164$4.67K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …122$3.47K<0.01%-30413F-HRTimelineGroup
CoreCap Advisors, LLC117$3.33K<0.01%-6313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1$28<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$9<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.