Who owns D First Tr Exchange-traded Fd?
- Ticker: FPE
- CUSIP Number: 33739E108
Tip: Access positions for across all investors
Analyze quarterly positions in D First Tr Exchange-traded with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of D First Tr Exchange-traded stock
Who bought or sold D First Tr Exchange-traded Fd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 47M | $818M | -1% | Jun 2024 |
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| Royal Bank of Canada | 17M | $299M | 1% | Sep 2024 |
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| Wells Fargo & Company | 13M | $231M | 9% | Sep 2024 |
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| LPL Financial | 12M | $215M | 10% | Sep 2024 |
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| Raymond James Financial Services Advisors | 5.5M | $100M | -1% | Sep 2024 |
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| Bank of America Corporation | 3.5M | $63M | -38% | Sep 2024 |
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| Raymond James & Associates | 3.0M | $54M | -10% | Sep 2024 |
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| Park National Corp | 2.9M | $53M | -7% | Sep 2024 |
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| HighTower Advisors | 2.6M | $46M | 100% | Jun 2024 |
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| Kestra Advisory Services | 2.3M | $41M | 2% | Sep 2024 |
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| Rockefeller Capital Management | 1.8M | $32M | 5% | Jun 2024 |
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| Envestnet Asset Management | 1.8M | $33M | 8% | Sep 2024 |
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| Stifel Financial | 1.7M | $30M | -5% | Jun 2024 |
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| Janney Montgomery Scott | 1.6M | $30M | -2% | Sep 2024 |
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| Prospera Financial Services | 1.6M | $29M | 16% | Sep 2024 |
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| Advisor Group Holdings | 1.6M | $29M | -18% | Sep 2024 |
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| International Assets Investment Management | 1.5M | $85M | 1642% | Sep 2024 |
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| SRS Capital Advisors | 1.5M | $28M | 4% | Sep 2024 |
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| Wright Fund Managment | 1.5M | $27M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.5M | $26M | 12% | Sep 2024 |
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| Magnus Financial Group | 1.4M | $26M | 3% | Sep 2024 |
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| Country Trust Bank | 1.4M | $25M | 0% | Sep 2024 |
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| Affinity Wealth Management | 1.3M | $24M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 1.3M | $24M | -9% | Sep 2024 |
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| Cetera Investment Advisers | 1.1M | $20M | 0% | Jun 2024 |
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| Renaissance Technologies | 1.1M | $20M | 51% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $19M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 990k | $18M | 29% | Sep 2024 |
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| Branch Banking & Trust Company | 959k | $17M | -3% | Jun 2024 |
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| HCR Wealth Advisors | 882k | $16M | 1% | Sep 2024 |
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| Carnick & Kubik | 758k | $14M | 5% | Sep 2024 |
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| Mml Investors Services | 712k | $13M | 3% | Sep 2024 |
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| Barclays | 709k | $13M | 100% | Sep 2024 |
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| Streettalk Advisors | 681k | $12M | 1% | Sep 2024 |
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| Citigroup | 677k | $12M | 15% | Sep 2024 |
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| Babson Capital Management | 633k | $12M | 0% | Sep 2024 |
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| Kingswood Wealth Advisors | 619k | $11M | 1990% | Sep 2024 |
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| Kestra Private Wealth Services | 602k | $11M | 9% | Sep 2024 |
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| Eldridge Investment Advisors | 567k | $10M | 3% | Sep 2024 |
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| Csenge Advisory Group | 553k | $10M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 531k | $9.2M | -17% | Jun 2024 |
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| Trinity Legacy Partners | 526k | $9.5M | -46% | Sep 2024 |
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| Mariner Wealth Advisors | 510k | $9.2M | 8% | Sep 2024 |
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| Advisor OS | 503k | $9.1M | 1088% | Sep 2024 |
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| Summit Investment Advisors | 476k | $8.6M | 16% | Sep 2024 |
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| Robertson Stephens Wealth Management | 470k | $8.5M | 100% | Sep 2024 |
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| Financial Enhancement | 450k | $7.0M | 20% | Sep 2024 |
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| Howard Financial Services | 443k | $8.0M | 26% | Sep 2024 |
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| Concurrent Investment Advisors | 441k | $8.0M | 4% | Sep 2024 |
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| Brian McDonald | 438k | $7.9M | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 437k | $7.9M | 13% | Sep 2024 |
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| Quad-Cities Investment Group | 431k | $7.8M | 1% | Sep 2024 |
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| Stratos Wealth Partners | 419k | $7.6M | -22% | Sep 2024 |
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| ORBA Wealth Advisors | 411k | $7.4M | -4% | Sep 2024 |
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| Twelve Points Wealth Management | 404k | $7.3M | 12% | Sep 2024 |
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| H D Vest Advisory Services | 399k | $6.9M | 20% | Jun 2024 |
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| Oppenheimer & Co | 397k | $7.2M | 9% | Sep 2024 |
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| We Are One Seven | 384k | $6.9M | -15% | Sep 2024 |
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| Chicago Partners Investment | 378k | $6.8M | 3% | Sep 2024 |
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| Colony | 371k | $12M | 14% | Sep 2024 |
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| Harbour Investments | 366k | $6.6M | 1% | Sep 2024 |
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| GeoWealth Management | 362k | $6.6M | 3009% | Sep 2024 |
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| Sigma Planning | 360k | $6.5M | 11% | Sep 2024 |
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| Private Advisor | 359k | $6.5M | -18% | Sep 2024 |
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| Gradient Investments | 358k | $6.5M | 8% | Sep 2024 |
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| Glassy Mountain Advisors | 354k | $6.4M | 3% | Sep 2024 |
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| PFS Partners | 351k | $6.4M | 2% | Sep 2024 |
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| Kinloch Capital | 341k | $6.2M | -3% | Sep 2024 |
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| Elevation Capital Advisory | 340k | $6.1M | 3% | Sep 2024 |
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| Signature Securities Group Corporation | 333k | $6.0M | 2% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 333k | $6.0M | 0% | Sep 2024 |
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| Newman Dignan & Sheerar | 327k | $5.9M | 1% | Sep 2024 |
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| Twin Peaks Wealth Advisors | 326k | $5.9M | 3% | Sep 2024 |
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| Ashton Thomas Private Wealth | 323k | $5.8M | 3428% | Sep 2024 |
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| Gladstone Institutional Advisory | 321k | $5.8M | -3% | Sep 2024 |
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| Lokken Investment Group | 316k | $5.7M | 100% | Sep 2024 |
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| Marion Wealth Management | 312k | $5.6M | 6% | Sep 2024 |
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| Western Wealth Management | 310k | $5.6M | 1% | Sep 2024 |
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| Equitable Holdings | 306k | $5.3M | 3% | Jun 2024 |
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| Choice Wealth Advisors | 301k | $5.4M | 1% | Sep 2024 |
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| Sound Income Strategies | 295k | $5.3M | 3% | Sep 2024 |
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| Midwest Heritage Bank | 286k | $5.2M | 4% | Sep 2024 |
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| Family Legacy | 281k | $5.1M | 1% | Sep 2024 |
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| Ironwood Investment Counsel | 271k | $4.9M | 12% | Sep 2024 |
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| ValMark Advisers | 267k | $4.8M | 2% | Sep 2024 |
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| Archer Investment Corp | 263k | $4.8M | -22% | Sep 2024 |
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| Traction Financial Partners | 260k | $4.7M | -7% | Sep 2024 |
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| Schonfeld Strategic Advisors | 254k | $4.6M | -4% | Sep 2024 |
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| Goss Wealth Management | 252k | $4.4M | -22% | Jun 2024 |
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| Naviter Wealth | 251k | $4.5M | 36% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 239k | $4.3M | -3% | Sep 2024 |
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| D.A. Davidson & Co. | 232k | $4.0M | 5% | Jun 2024 |
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| Stonebridge Advisors | 228k | $4.0M | 25% | Jun 2024 |
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| Aspen Investment Management | 217k | $3.9M | 0% | Sep 2024 |
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| Hanson McClain Advisors | 205k | $3.7M | 0% | Sep 2024 |
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| Jane Street | 204k | $3.7M | -21% | Sep 2024 |
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| P-Solve | 200k | $3.6M | 1% | Sep 2024 |
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| Gill Capital Partners | 195k | $3.5M | -3% | Sep 2024 |
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| Captrust Financial Advisors | 181k | $3.3M | -10% | Sep 2024 |
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| Private Client Services | 176k | $3.2M | 4% | Sep 2024 |
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| Stephens | 173k | $3.1M | 7% | Sep 2024 |
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| Kovack Advisors | 168k | $3.0M | -8% | Sep 2024 |
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| Trustmark National Bank - Trust Department | 166k | $3.0M | -23% | Sep 2024 |
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| Cedrus | 164k | $3.0M | 27% | Sep 2024 |
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| Atria Wealth Solutions | 164k | $3.0M | 5% | Sep 2024 |
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| Integrated Wealth Concepts | 163k | $3.0M | 55% | Sep 2024 |
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| Icon Wealth Advisors | 163k | $2.9M | 7% | Sep 2024 |
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| Toth Financial Advisory Corporation | 162k | $2.9M | 2% | Sep 2024 |
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| Park Avenue Securities | 161k | $2.9M | -14% | Sep 2024 |
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| Envestnet Portfolio Solutions | 161k | $2.9M | 46% | Sep 2024 |
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| Edmonds Duncan Registered Investment Advisors | 160k | $2.9M | 8% | Sep 2024 |
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| City Holding | 160k | $2.9M | -4% | Sep 2024 |
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| Lake Street Financial | 158k | $2.9M | 4% | Sep 2024 |
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| RFG Advisory | 154k | $2.8M | 7% | Sep 2024 |
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| Us Bancorp | 153k | $2.8M | -2% | Sep 2024 |
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| Relative Value Partners | 151k | $2.6M | 100% | Jun 2024 |
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| Etesian Wealth Advisors | 148k | $2.7M | -15% | Sep 2024 |
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| Migdal Insurance & Financial Holdings | 147k | $2.7M | 6% | Sep 2024 |
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| Blackhawk Capital Partners | 145k | $2.6M | 5% | Sep 2024 |
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| IFP Advisors | 145k | $2.5M | -2% | Jun 2024 |
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| Darden Wealth Group | 143k | $2.6M | 8% | Sep 2024 |
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| Capital Investment Advisory Services | 142k | $2.6M | 4% | Sep 2024 |
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| Private Advisory | 142k | $2.6M | 100% | Sep 2024 |
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| United Advisor Group | 139k | $2.5M | 22% | Sep 2024 |
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| Advisory Services Network | 137k | $2.4M | 0% | Sep 2024 |
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| AE Wealth Management | 136k | $2.5M | 1% | Sep 2024 |
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| CWM | 129k | $2.3M | -14% | Sep 2024 |
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| Steward Partners Investment Advisory | 129k | $2.2M | -8% | Jun 2024 |
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| Snowden Capital Advisors | 127k | $2.3M | 22% | Sep 2024 |
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| Regal Investment Advisors | 126k | $2.3M | -68% | Sep 2024 |
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| Benjamin Edwards | 120k | $2.2M | 100% | Sep 2024 |
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| Brookstone Capital Management | 119k | $2.2M | 5% | Sep 2024 |
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| Resources Investment Advisors | 119k | $2.1M | 0% | Sep 2024 |
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| Beacon Financial | 118k | $2.1M | -5% | Sep 2024 |
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| Walker Asset Management | 118k | $2.1M | -10% | Sep 2024 |
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| Benjamin F. Edwards & Company | 118k | $2.0M | -6% | Jun 2024 |
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| Jones Financial Companies, L.L | 116k | $2.1M | 318% | Sep 2024 |
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| Asset Allocation Strategies | 116k | $2.1M | 1% | Sep 2024 |
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| New Potomac Partneres | 115k | $2.1M | -4% | Sep 2024 |
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| Bright Futures Wealth Management | 109k | $2.0M | 5% | Sep 2024 |
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| Mainsail Financial Group | 109k | $2.0M | -9% | Sep 2024 |
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| Kingsview Wealth Management | 108k | $2.0M | 9% | Sep 2024 |
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| Independent Wealth Network | 108k | $2.0M | 2% | Sep 2024 |
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| Prosperity Consulting Group | 100k | $1.8M | 100% | Sep 2024 |
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| Private Trust Co Na | 99k | $1.7M | 19% | Jun 2024 |
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| Nbc Securities | 98k | $1.8M | 19% | Sep 2024 |
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| Fullcircle Wealth | 94k | $1.7M | 23% | Sep 2024 |
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| Moser Wealth Advisors | 94k | $1.7M | 1% | Sep 2024 |
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| Moors & Cabot | 93k | $1.7M | 14% | Sep 2024 |
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| Gallacher Capital Management | 87k | $1.6M | -32% | Sep 2024 |
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| ICA Group Wealth Management | 68k | $1.2M | -37% | Jun 2024 |
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| Wayne Hummer Investments | 36k | $648k | -90% | Sep 2024 |
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| Strategic Financial Concepts | 11k | $205k | -96% | Sep 2024 |
|
Who sold out of D First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisory Alpha | Jun 2024 | 552k | $9.6M |
| Synergy Financial Management | Jun 2024 | 358k | $6.2M |
| Sanctuary Advisors | Jun 2024 | 309k | $5.3M |
| Verition Fund Management | Mar 2024 | 250k | $4.3M |
| TrueNorth | Mar 2024 | 203k | $3.5M |
| National Asset Management | Mar 2024 | 171k | $2.7M |