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Disclosery

FXD FIRST TR EXCHANGE-TRADED FD

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CONSUMR DISCRE (fund)

114 managers (114 13F filers) reported a position in FXD shares at 2026-03-31, 2,311,315 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
114
13F filers
114
New
11
Added
23
Reduced
42
Sold out
11
Shares held by filers
2,311,315

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 STANLEY504,577$32.3M<0.01%+77,12713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN397,474$25.4M0.01%-104,76813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC167,865$10.7M<0.01%-68,33613F-HRTimelineGroup
LPL Financial LLC138,851$8.89M<0.01%-32,75113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/125,875$8.06M<0.01%-6,91113F-HRTimelineGroup
Janney Montgomery Scott LLC82,959$5.31M0.01%-3,65613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,095$5.13M<0.01%-17,25013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC55,359$3.54M<0.01%+5,73613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,391$3.03M<0.01%-80213F-HRTimelineGroup
UBS Group AGin group UBS Group AG40,632$2.6M<0.01%-9,59413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,331$2.26M<0.01%+2,49813F-HRTimelineGroup
Paragon Private Wealth Management, LLC34,569$2.21M0.69%-1,15813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,768$1.97M<0.01%-21,96013F-HRTimelineGroup
TradeWell Securities, LLC.30,014$1.92M0.81%+3,45013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,931$1.66M<0.01%+6,54513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,837$1.65M<0.01%+13113F-HR/ATimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC22,055$1.41M1%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,131$1.35M<0.01%-43613F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC20,681$1.32M0.14%new13F-HRTimeline
Cetera Investment Advisers19,980$1.28M<0.01%-113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19,753$1.26M<0.01%+19,55313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,034$1.22M<0.01%+1,15013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,177$1.16M<0.01%-1,04713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,255$1.1M<0.01%-10,75513F-HRTimelineGroup
Schrum Private Wealth Management LLC14,206$910K0.69%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,998$896K0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,917$891K0.01%-1,27013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,302$887K<0.01%-46,90313F-HR/ATimelineGroup
Independent Advisor Alliance11,789$755K0.01%new13F-HRTimeline
Summit Financial, LLC11,719$750K0.01%-52013F-HRTimeline
Qube Research & Technologies Ltd11,612$743K<0.01%-61413F-HRTimeline
Cambridge Investment Research Advisors,…11,207$717K<0.01%-67013F-HRTimeline
Farther Finance Advisors, LLC11,030$711K0.01%-413F-HRTimeline
MML INVESTORS SERVICES, LLC10,794$691K<0.01%-2,11013F-HRTimeline
Steward Partners Investment Advisory, L…10,355$663K<0.01%+6,54513F-HRTimeline
Retirement Planning Group, LLC9,677$619K0.02%-28313F-HRTimeline
Private Advisor Group, LLC9,665$619K<0.01%-1,56813F-HRTimeline
CX Institutional8,963$574K0.02%+7,58613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,722$558K<0.01%-76913F-HRTimelineGroup
NewEdge Advisors, LLC8,518$545K<0.01%-43413F-HR/ATimeline
MTM Investment Management, LLC8,422$539K0.17%-10113F-HRTimeline
Sequoia Financial Advisors, LLC8,073$517K<0.01%013F-HRTimeline
Elser Financial Planning, Inc8,000$505K0.02%new13F-HRTimeline
IHT Wealth Management, LLC6,961$446K0.01%+1113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,047$387K<0.01%-28113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,169$386K<0.01%+38013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,783$370K0.01%+20113F-HRTimelineGroup
Hilton Head Capital Partners, LLC5,584$357K0.2%-1513F-HRTimeline
RPg Family Wealth Advisory, LLC5,142$329K0.07%-2,40413F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,028$322K0.23%013F-HRTimeline
Risk Paradigm Group, LLC4,973$318K0.27%-2,40413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,864$311K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning4,842$310K<0.01%-4713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,524$290K<0.01%+1513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,098$262K<0.01%+39813F-HRTimelineGroup
Snowden Capital Advisors LLC3,943$252K0.01%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,855$247K<0.01%-7013F-HRTimelineGroup
Ballew Advisors, Inc3,632$244K0.14%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,419$219K<0.01%+6113F-HRTimelineGroup
TruWealth Advisors, LLC3,265$209K0.01%013F-HRTimeline
Capital Wealth Alliance, LLC3,256$208K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,112$201K0.01%+113F-HRTimeline
MAI Capital Management2,936$188K<0.01%-77913F-HRTimeline
Founders Financial Alliance, LLC2,826$181K0.03%+91013F-HRTimeline
Advisory Services Network, LLC2,294$147K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,266$145K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,886$121K<0.01%+1,12613F-HRTimeline
Sound Income Strategies, LLC1,699$110K0.01%013F-HRTimeline
IFP Advisors, Inc1,627$104K<0.01%-50113F-HRTimeline
Topsail Wealth Management, LLC1,495$95.7K0.01%-84413F-HRTimeline
CoreCap Advisors, LLC1,405$89.9K<0.01%-11713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,332$85.3K<0.01%+1,11313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,237$79.2K<0.01%-24113F-HRTimeline
REAP Financial Group, LLC1,235$79K0.02%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,212$77.6K<0.01%+90013F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS1,450$72.2K0.02%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,122$71.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,033$66.1K<0.01%-6213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources950$60.8K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC887$56.8K<0.01%-9313F-HRTimelineGroup
FAS Wealth Partners, Inc.581$37.2K<0.01%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/550$35.1K<0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC545$34.9K<0.01%013F-HRTimeline
SHP Wealth Management530$33.9K<0.01%013F-HRTimeline
Piscataqua Savings Bank465$29.8K0.02%013F-HRTimeline
City State Bank425$27.2K0.01%013F-HRTimeline
AE Wealth Management LLC403$25.8K<0.01%013F-HRTimeline
SIGNATUREFD, LLC400$25.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.330$21.1K<0.01%-3813F-HRTimeline
Geneos Wealth Management Inc.322$20.6K<0.01%013F-HRTimeline
NFSG Corp315$20.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC283$18.1K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC283$18.1K<0.01%new13F-HRTimeline
GAMMA Investing LLC269$17.2K<0.01%013F-HRTimeline
Trask Adam Roland175$16.2K0.02%13F-HRTimeline
Smartleaf Asset Management LLC216$13.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…197$12.6K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC177$11.3K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers143$9.01K<0.01%-83713F-HRTimelineGroup
Park Square Financial Group, LLC134$8.58K0.07%013F-HRTimeline
Keating Financial Advisory Services, In…108$6.91K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.85$5.44K<0.01%013F-HRTimeline
Arax Advisory Partners73$4.67K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.64$4.1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…63$4.03K<0.01%-7413F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC47$3.21K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC48$3.07K<0.01%new13F-HRTimeline
Parallel Advisors, LLC40$2.56K<0.01%new13F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.35$2.24K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC20$1.28K<0.01%013F-HRTimeline
POM Investment Strategies, LLC17$1.09K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14$896<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$321<0.01%013F-HRTimeline
Realta Investment Advisors1$33<0.01%013F-HRTimeline