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 | 16M | $285M | -6% | Jun 2024 |
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| Wells Fargo & Company | 12M | $203M | 3% | Jun 2024 |
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| LPL Financial | 11M | $188M | 3% | Jun 2024 |
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| UBS Group | 11M | $184M | 8% | Mar 2024 |
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| Bank of America Corporation | 5.6M | $98M | 5% | Jun 2024 |
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| Raymond James Financial Services Advisors | 5.6M | $96M | 3% | Jun 2024 |
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| Raymond James & Associates | 3.3M | $57M | -1% | Jun 2024 |
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| Park National Corp | 3.2M | $55M | -2% | Jun 2024 |
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| HighTower Advisors | 2.6M | $46M | 100% | Jun 2024 |
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| Kestra Advisory Services | 2.2M | $39M | 5% | Jun 2024 |
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| Advisor Group Holdings | 1.9M | $34M | 6% | Mar 2024 |
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| Rockefeller Capital Management | 1.8M | $32M | 5% | Jun 2024 |
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| Stifel Financial | 1.7M | $30M | -5% | Jun 2024 |
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| Janney Montgomery Scott | 1.7M | $29M | -7% | Jun 2024 |
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| Envestnet Asset Management | 1.7M | $29M | 0% | Jun 2024 |
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| Wright Fund Managment | 1.5M | $26M | 0% | Jun 2024 |
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| SRS Capital Advisors | 1.5M | $26M | 3% | Jun 2024 |
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| Commonwealth Equity Services | 1.5M | $25M | 13% | Jun 2024 |
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| Prospera Financial Services | 1.4M | $24M | 26% | Jun 2024 |
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| Magnus Financial Group | 1.4M | $24M | 0% | Jun 2024 |
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| Country Trust Bank | 1.4M | $24M | 0% | Jun 2024 |
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| Baird Financial | 1.4M | $24M | 18% | Mar 2024 |
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| Affinity Wealth Management | 1.4M | $23M | 100% | Jun 2024 |
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| Cambridge Investment Research Advisors | 1.3M | $23M | 3% | Jun 2024 |
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| Cetera Investment Advisers | 1.1M | $20M | 0% | Jun 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $19M | 1% | Jun 2024 |
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| Trinity Legacy Partners | 972k | $17M | 2% | Jun 2024 |
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| Branch Banking & Trust Company | 959k | $17M | -3% | Jun 2024 |
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| HCR Wealth Advisors | 875k | $15M | -1% | Jun 2024 |
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| Jpmorgan Chase & Co | 765k | $13M | -21% | Jun 2024 |
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| Renaissance Technologies | 742k | $13M | -52% | Jun 2024 |
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| Carnick & Kubik | 720k | $13M | 8% | Jun 2024 |
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| Mml Investors Services | 693k | $12M | -5% | Jun 2024 |
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| Streettalk Advisors | 675k | $12M | -3% | Jun 2024 |
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| Warren Averett Asset Management | 670k | $12M | 100% | Mar 2024 |
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| Babson Capital Management | 633k | $11M | 0% | Jun 2024 |
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| Citigroup | 586k | $10M | 28% | Jun 2024 |
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| Kestra Private Wealth Services | 555k | $9.6M | 10% | Jun 2024 |
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| Csenge Advisory Group | 553k | $9.6M | 3% | Jun 2024 |
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| Advisory Alpha | 552k | $9.6M | 150% | Jun 2024 |
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| Eldridge Investment Advisors | 549k | $9.5M | 5% | Jun 2024 |
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| Stratos Wealth Partners | 538k | $9.3M | -7% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 531k | $9.2M | -17% | Jun 2024 |
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| Triumph Capital Management | 490k | $8.5M | -4% | Mar 2024 |
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| Mariner Wealth Advisors | 471k | $8.2M | 14% | Jun 2024 |
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| We Are One Seven | 453k | $7.9M | 11% | Jun 2024 |
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| Private Advisor | 439k | $7.6M | -16% | Jun 2024 |
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| Brian McDonald | 438k | $7.6M | 4% | Jun 2024 |
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| ORBA Wealth Advisors | 428k | $7.4M | 7% | Jun 2024 |
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| Quad-Cities Investment Group | 426k | $7.4M | 4% | Jun 2024 |
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| Concurrent Investment Advisors | 425k | $7.4M | 62% | Jun 2024 |
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| Summit Investment Advisors | 410k | $7.1M | 1275% | Jun 2024 |
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| H D Vest Advisory Services | 399k | $6.9M | 20% | Jun 2024 |
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| Regal Investment Advisors | 390k | $6.8M | -1% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 387k | $6.7M | -76% | Jun 2024 |
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| Financial Enhancement | 374k | $6.6M | 1% | Jun 2024 |
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| Chicago Partners Investment | 367k | $6.4M | 4% | Jun 2024 |
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| Oppenheimer & Co | 366k | $6.3M | 100% | Mar 2024 |
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| Harbour Investments | 364k | $6.3M | -2% | Jun 2024 |
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| Twelve Points Wealth Management | 361k | $6.3M | 23% | Jun 2024 |
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| Synergy Financial Management | 358k | $6.2M | -16% | Jun 2024 |
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| Howard Financial Services | 353k | $6.1M | 42% | Jun 2024 |
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| Kinloch Capital | 352k | $6.1M | 2% | Jun 2024 |
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| Wayne Hummer Investments | 348k | $6.0M | -3% | Jun 2024 |
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| PFS Partners | 343k | $6.0M | 1% | Jun 2024 |
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| Glassy Mountain Advisors | 343k | $6.0M | -1% | Jun 2024 |
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| Archer Investment Corp | 337k | $5.8M | -3% | Jun 2024 |
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| Glass Jacobson Investment Advisors | 333k | $5.8M | 0% | Jun 2024 |
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| Elevation Capital Advisory | 331k | $5.8M | 100% | Jun 2024 |
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| Gradient Investments | 331k | $5.7M | -58% | Jun 2024 |
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| Gladstone Institutional Advisory | 330k | $5.7M | 1% | Jun 2024 |
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| Colony | 326k | $5.7M | 3042% | Jun 2024 |
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| Signature Securities Group Corporation | 326k | $5.7M | -2% | Jun 2024 |
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| Sigma Planning | 325k | $5.6M | 14% | Jun 2024 |
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| Newman Dignan & Sheerar | 325k | $5.6M | -2% | Jun 2024 |
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| Twin Peaks Wealth Advisors | 317k | $5.5M | 10% | Jun 2024 |
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| Sanctuary Advisors | 309k | $5.3M | 100% | Jun 2024 |
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| Western Wealth Management | 307k | $5.3M | 10% | Jun 2024 |
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| Equitable Holdings | 306k | $5.3M | 3% | Jun 2024 |
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| Strategic Financial Concepts | 301k | $1.5B | 172% | Jun 2024 |
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| Choice Wealth Advisors | 297k | $5.2M | 3% | Jun 2024 |
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| Marion Wealth Management | 295k | $5.1M | 3% | Jun 2024 |
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| Sound Income Strategies | 286k | $5.0M | 5% | Jun 2024 |
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| Family Legacy | 280k | $4.9M | 0% | Jun 2024 |
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| Traction Financial Partners | 278k | $4.9M | 10% | Jun 2024 |
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| Midwest Heritage Bank | 274k | $4.8M | 7% | Jun 2024 |
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| Schonfeld Strategic Advisors | 265k | $4.6M | 157% | Jun 2024 |
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| ValMark Advisers | 262k | $4.5M | 0% | Jun 2024 |
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| Jane Street | 257k | $4.5M | 71% | Jun 2024 |
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| Atlas Private Wealth Management | 255k | $4.4M | 1% | Mar 2024 |
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| Goss Wealth Management | 252k | $4.4M | -22% | Jun 2024 |
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| Mid-American Wealth Advisory Group | 247k | $4.3M | -6% | Jun 2024 |
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| Ironwood Investment Counsel | 242k | $4.2M | -52% | Jun 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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| Bank Of Montreal | 221k | $3.8M | -78% | Mar 2024 |
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| Aspen Investment Management | 217k | $3.8M | 1% | Jun 2024 |
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| Trustmark National Bank - Trust Department | 216k | $3.7M | 100% | Mar 2024 |
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| Hanson McClain Advisors | 206k | $3.6M | 2% | Jun 2024 |
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| Gill Capital Partners | 200k | $3.5M | -2% | Jun 2024 |
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| Captrust Financial Advisors | 200k | $3.5M | -10% | Jun 2024 |
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| P-Solve | 198k | $3.4M | 0% | Jun 2024 |
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| Park Avenue Securities | 188k | $3.3M | 11% | Jun 2024 |
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| Naviter Wealth | 185k | $3.2M | 2% | Jun 2024 |
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| Kovack Advisors | 183k | $3.2M | 100% | Jun 2024 |
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| Etesian Wealth Advisors | 174k | $3.0M | -7% | Jun 2024 |
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| Private Client Services | 170k | $2.9M | 1% | Jun 2024 |
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| City Holding | 165k | $2.9M | 0% | Jun 2024 |
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| Stephens | 162k | $2.8M | 7% | Jun 2024 |
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| IHT Wealth Management | 159k | $2.8M | -1% | Mar 2024 |
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| Toth Financial Advisory Corporation | 159k | $2.8M | 0% | Jun 2024 |
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| Atria Wealth Solutions | 156k | $2.7M | 1% | Jun 2024 |
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| Us Bancorp | 156k | $2.7M | 243% | Jun 2024 |
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| Icon Wealth Advisors | 152k | $2.6M | -10% | Mar 2024 |
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| Relative Value Partners | 151k | $2.6M | 100% | Jun 2024 |
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| Lake Street Financial | 151k | $2.6M | 5% | Jun 2024 |
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| CWM | 151k | $2.6M | -8% | Jun 2024 |
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| Edmonds Duncan Registered Investment Advisors | 148k | $2.6M | -1% | Jun 2024 |
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| IFP Advisors | 145k | $2.5M | -2% | Jun 2024 |
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| RFG Advisory | 144k | $2.5M | 32% | Jun 2024 |
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| Migdal Insurance & Financial Holdings | 139k | $2.4M | 7% | Jun 2024 |
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| Blackhawk Capital Partners | 138k | $2.4M | -2% | Jun 2024 |
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| Capital Investment Advisory Services | 137k | $2.4M | 1% | Jun 2024 |
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| Advisory Services Network | 137k | $2.4M | 36% | Jun 2024 |
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| AE Wealth Management | 135k | $2.3M | 0% | Jun 2024 |
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| Darden Wealth Group | 133k | $2.3M | 0% | Jun 2024 |
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| Walker Asset Management | 132k | $2.3M | -3% | Jun 2024 |
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| Cedrus | 130k | $2.2M | 19% | Jun 2024 |
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| Steward Partners Investment Advisory | 129k | $2.2M | -8% | Jun 2024 |
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| Gallacher Capital Management | 127k | $2.2M | 28% | Jun 2024 |
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| Beacon Financial | 125k | $2.2M | -6% | Jun 2024 |
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| Mainsail Financial Group | 120k | $2.1M | 32% | Jun 2024 |
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| New Potomac Partneres | 120k | $2.1M | 0% | Jun 2024 |
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| Resources Investment Advisors | 119k | $2.1M | 0% | Jun 2024 |
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| Benjamin F. Edwards & Company | 118k | $2.0M | -6% | Jun 2024 |
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| Asset Allocation Strategies | 115k | $2.0M | -8% | Jun 2024 |
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| United Advisor Group | 114k | $2.0M | 57% | Jun 2024 |
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| Brookstone Capital Management | 114k | $2.0M | 9% | Jun 2024 |
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| Envestnet Portfolio Solutions | 110k | $1.9M | 479% | Jun 2024 |
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| Independent Wealth Network | 106k | $1.8M | 1% | Jun 2024 |
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| Integrated Wealth Concepts | 105k | $1.8M | 0% | Jun 2024 |
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| Bright Futures Wealth Management | 105k | $1.8M | 3% | Jun 2024 |
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| Snowden Capital Advisors | 104k | $1.8M | 22% | Jun 2024 |
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| Kingsview Wealth Management | 99k | $1.7M | 12% | Jun 2024 |
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| Private Trust Co Na | 99k | $1.7M | 19% | Jun 2024 |
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| Moser Wealth Advisors | 92k | $1.6M | 0% | Jun 2024 |
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| Parallel Advisors | 91k | $1.6M | -10% | Jun 2024 |
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| Beacon Pointe Advisors | 91k | $1.6M | -23% | Jun 2024 |
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| International Assets Investment Management | 89k | $1.5M | -10% | Jun 2024 |
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| ICA Group Wealth Management | 68k | $1.2M | -37% | Jun 2024 |
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| Miracle Mile Advisors | 59k | $1.0M | -88% | Jun 2024 |
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| Advisor OS | 42k | $735k | -92% | Jun 2024 |
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| First Heartland Consultants | 40k | $695k | -85% | Jun 2024 |
|
Who sold out of D First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verition Fund Management | Mar 2024 | 250k | $4.3M |
| Aveo Capital Partners | Mar 2024 | 229k | $4.0M |
| TrueNorth | Mar 2024 | 203k | $3.5M |
| Flynn Zito Capital Management | Mar 2024 | 194k | $3.4M |
| National Asset Management | Mar 2024 | 171k | $2.7M |