FDD institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding138
Shares held25,951,728
Reported value$481.4m
Quarter flows18 new, 60 added, 36 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY3,724,608$69.1m0.0%
WELLS FARGO & COMPANY/MN2,281,990$42.3m0.0%
MANCHESTER FINANCIAL INC1,919,602$35.6m6.3%
RAYMOND JAMES FINANCIAL INC1,761,355$32.7m0.0%
LPL Financial LLC1,463,835$27.2m0.0%
AMERIPRISE FINANCIAL INC1,461,977$27.1m0.0%
UBS Group AG1,352,087$25.1m0.0%
ODonnell Financial Services, LLC958,425$17.8m5.2%
OSAIC HOLDINGS, INC.890,206$16.5m0.0%
BANK OF AMERICA CORP /DE/828,951$15.4m0.0%
Prospera Financial Services Inc587,578$10.9m0.2%
Intellectus Partners, LLC540,106$10.0m1.7%
Warner Group LLC399,427$7.4m1.8%
ENVESTNET ASSET MANAGEMENT INC390,954$7.3m0.0%
Janney Montgomery Scott LLC381,467$7.1m0.0%
JONES FINANCIAL COMPANIES LLLP274,367$5.1m0.0%
Owen LaRue, LLC255,152$4.7m1.6%
Allie Family Office LLC226,903$4.2m0.8%
HARBOUR INVESTMENTS, INC.223,991$4.2m0.1%
Atria Investments, Inc223,175$4.1m0.0%
Equitable Holdings, Inc.223,085$4.1m0.0%
Sanctuary Advisors, LLC218,120$4.0m0.0%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.215,059$4.0m1.9%
FLAGSHIP HARBOR ADVISORS, LLC214,083$4.0m0.2%
NewEdge Advisors, LLC206,138$3.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FDD"). FDD price history · All 13F data

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