FDM institutional holders

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

Managers holding93
Shares held1,741,765
Reported value$161.6m
Quarter flows14 new, 27 added, 27 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC215,856$20.1m0.0%
Chicago Partners Investment Group LLC192,679$17.4m0.3%
ARKANSAS FINANCIAL GROUP, INC.162,503$15.1m2.0%
Baird Financial Group, Inc.143,758$13.4m0.0%
Private Advisory Group LLC137,561$12.8m0.7%
MORGAN STANLEY112,881$10.5m0.0%
WELLS FARGO & COMPANY/MN76,614$7.1m0.0%
HB Wealth Management, LLC45,000$4.2m0.0%
&PARTNERS43,752$4.0m0.0%
Urban Financial Advisory Corp37,366$3.5m1.0%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management35,391$3.3m0.0%
RAYMOND JAMES FINANCIAL INC34,600$3.2m0.0%
Integrated Wealth Concepts LLC26,423$2.5m0.0%
Kendall Capital Management24,307$2.3m0.4%
JONES FINANCIAL COMPANIES LLLP23,912$2.2m0.0%
Envision Financial LLC20,984$2.0m0.9%
WESCAP Management Group, Inc.19,536$1.8m0.3%
Virtu Financial LLC19,441$1.8m0.1%
GOLDMAN SACHS GROUP INC15,395$1.4m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP14,792$1.4m0.0%
Bristlecone Value Partners, LLC14,565$1.4m1.1%
TWO SIGMA INVESTMENTS, LP14,500$1.4m0.0%
Noble Family Wealth, LLC14,205$1.3m0.2%
OSAIC HOLDINGS, INC.13,790$1.3m0.0%
NORTHBRIDGE FINANCIAL GROUP, LLC12,565$1.2m0.4%

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

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