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 | 51M | $896M | 100% | Dec 2024 |
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| Royal Bank of Canada | 17M | $304M | 3% | Mar 2025 |
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| Wells Fargo & Company | 15M | $264M | 9% | Mar 2025 |
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| LPL Financial | 14M | $253M | 10% | Mar 2025 |
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| UBS Group | 9.9M | $175M | 4% | Mar 2025 |
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| Raymond James Financial | 8.9M | $156M | 4% | Mar 2025 |
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| Bank of America Corporation | 7.1M | $126M | 163% | Dec 2024 |
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| Ameriprise Financial | 3.5M | $61M | 42% | Mar 2025 |
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| HighTower Advisors | 2.9M | $51M | 6% | Dec 2024 |
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| Park National Corp | 2.5M | $45M | -7% | Mar 2025 |
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| Kestra Advisory Services | 2.5M | $44M | 9% | Dec 2024 |
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| Advisor Group Holdings | 2.3M | $40M | 20% | Mar 2025 |
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| Stifel Financial | 2.1M | $37M | 1% | Dec 2024 |
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| Envestnet Asset Management | 2.1M | $37M | -4% | Mar 2025 |
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| Advisory Alpha | 2.0M | $35M | 204% | Mar 2025 |
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| SRS Capital Advisors | 1.9M | $34M | 26% | Dec 2024 |
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| Prospera Financial Services | 1.8M | $33M | 14% | Dec 2024 |
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| Rockefeller Capital Management | 1.8M | $32M | 0% | Dec 2024 |
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| Baird Financial | 1.6M | $29M | 2% | Dec 2024 |
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| MAI Wealth Advisors | 1.6M | $28M | 3% | Mar 2025 |
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| Magnus Financial Group | 1.5M | $27M | 3% | Mar 2025 |
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| Commonwealth Equity Services | 1.4M | $26M | 9% | Dec 2024 |
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| Affinity Wealth Management | 1.4M | $25M | 3% | Mar 2025 |
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| Country Trust Bank | 1.4M | $25M | 0% | Mar 2025 |
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| Janney Montgomery Scott | 1.4M | $24M | -15% | Mar 2025 |
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| Integrity Wealth Advisors | 1.2M | $22M | -1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 1.2M | $21M | -18% | Mar 2025 |
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| Falcon Wealth Planning | 1.1M | $20M | 5% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $19M | -2% | Mar 2025 |
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| Wright Fund Managment | 1.0M | $18M | -33% | Mar 2025 |
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| Jpmorgan Chase & Co | 995k | $18M | -15% | Mar 2025 |
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| Branch Banking & Trust Company | 976k | $17M | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 931k | $17M | 0% | Dec 2024 |
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| Mariner Wealth Advisors | 931k | $16M | -5% | Mar 2025 |
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| HCR Wealth Advisors | 927k | $16M | 9% | Mar 2025 |
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| Carnick & Kubik | 850k | $15M | 2% | Mar 2025 |
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| Citigroup | 848k | $15M | 8% | Mar 2025 |
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| Mml Investors Services | 784k | $14M | 10% | Dec 2024 |
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| NFP Retirement | 782k | $14M | 7% | Mar 2025 |
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| Streettalk Advisors | 694k | $12M | 1% | Mar 2025 |
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| Csenge Advisory Group | 673k | $12M | 14% | Mar 2025 |
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| Warren Averett Asset Management | 666k | $12M | 1% | Dec 2024 |
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| Babson Capital Management | 622k | $11M | -2% | Mar 2025 |
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| Kestra Private Wealth Services | 582k | $10M | -5% | Mar 2025 |
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| Ashton Thomas Private Wealth | 573k | $10M | 6% | Mar 2025 |
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| Eldridge Investment Advisors | 565k | $10M | 0% | Dec 2024 |
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| Bank Of Montreal | 562k | $9.9M | 55% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 561k | $9.9M | -12% | Mar 2025 |
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| Summit Investment Advisors | 554k | $9.7M | 8% | Mar 2025 |
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| Trinity Legacy Partners | 519k | $9.2M | -1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 481k | $8.5M | 10% | Dec 2024 |
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| State of Tennessee, Treasury Department | 479k | $8.5M | 100% | Dec 2024 |
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| Glassy Mountain Advisors | 477k | $8.4M | 11% | Mar 2025 |
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| Renaissance Technologies | 470k | $8.3M | 100% | Mar 2025 |
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| Twelve Points Wealth Management | 466k | $8.2M | 3% | Mar 2025 |
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| Quad-Cities Investment Group | 466k | $8.2M | 7% | Mar 2025 |
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| Stonebridge Advisors | 462k | $8.1M | -80% | Mar 2025 |
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| Howard Financial Services | 462k | $8.1M | -12% | Mar 2025 |
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| Prasad Wealth Partners | 445k | $7.8M | 100% | Mar 2025 |
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| Kingswood Wealth Advisors | 433k | $7.6M | -41% | Mar 2025 |
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| Brian McDonald | 432k | $7.6M | -12% | Mar 2025 |
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| Seros Financial | 429k | $7.5M | 7% | Mar 2025 |
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| Kinloch Capital | 424k | $7.5M | 24% | Dec 2024 |
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| Concurrent Investment Advisors | 422k | $7.4M | 5% | Mar 2025 |
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| ORBA Wealth Advisors | 420k | $7.4M | 5% | Mar 2025 |
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| Chicago Partners Investment | 411k | $7.1M | 4% | Mar 2025 |
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| Oppenheimer & Co | 409k | $7.2M | 3% | Mar 2025 |
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| Private Advisor | 408k | $7.2M | -54% | Mar 2025 |
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| Gradient Investments | 403k | $7.1M | 7% | Mar 2025 |
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| Sigma Planning | 378k | $6.6M | 0% | Mar 2025 |
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| Harbour Investments | 375k | $6.6M | 5% | Mar 2025 |
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| We Are One Seven | 372k | $6.5M | 0% | Mar 2025 |
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| PFS Partners | 363k | $6.4M | 1% | Mar 2025 |
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| Envestnet Portfolio Solutions | 363k | $6.4M | 20% | Mar 2025 |
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| Midwest Heritage Bank | 360k | $6.3M | 23% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 357k | $6.4M | 53% | Dec 2024 |
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| Stephens | 348k | $6.1M | 101% | Mar 2025 |
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| Lokken Investment Group | 347k | $6.1M | 9% | Mar 2025 |
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| Colony | 346k | $6.1M | -4% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 345k | $6.1M | 0% | Mar 2025 |
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| Marion Wealth Management | 337k | $5.9M | 4% | Mar 2025 |
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| Newman Dignan & Sheerar | 337k | $6.0M | 0% | Mar 2025 |
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| Goss Wealth Management | 336k | $6.0M | 43% | Dec 2024 |
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| Gladstone Institutional Advisory | 331k | $5.9M | 3% | Dec 2024 |
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| Equitable Holdings | 324k | $5.7M | 8% | Dec 2024 |
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| TrueNorth | 321k | $5.7M | 61% | Mar 2025 |
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| Fifth Third Securities | 319k | $5.6M | 100% | Mar 2025 |
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| Stratos Wealth Partners | 316k | $5.6M | -11% | Mar 2025 |
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| Signature Securities Group Corporation | 313k | $5.5M | -1% | Mar 2025 |
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| Sound Income Strategies | 304k | $5.3M | 0% | Mar 2025 |
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| Twin Peaks Wealth Advisors | 297k | $5.1M | -6% | Mar 2025 |
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| Western Wealth Management | 294k | $5.2M | -2% | Mar 2025 |
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| Family Legacy | 294k | $5.2M | 1% | Mar 2025 |
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| H D Vest Advisory Services | 264k | $4.7M | -18% | Dec 2024 |
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| Jane Street | 263k | $4.6M | 53% | Mar 2025 |
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| ValMark Advisers | 262k | $4.6M | 0% | Mar 2025 |
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| Jones Financial Companies, L.L | 254k | $4.5M | 31% | Mar 2025 |
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| Traction Financial Partners | 253k | $4.4M | -4% | Mar 2025 |
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| Naviter Wealth | 252k | $4.5M | 7% | Mar 2025 |
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| Archer Investment Corp | 249k | $4.4M | -1% | Mar 2025 |
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| Robertson Stephens Wealth Management | 247k | $4.3M | -38% | Mar 2025 |
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| Aspen Investment Management | 243k | $4.3M | 4% | Mar 2025 |
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| Atria Wealth Solutions | 227k | $4.0M | 22% | Mar 2025 |
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| Advisory Services Network | 213k | $3.8M | 56% | Dec 2024 |
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| P-Solve | 200k | $3.5M | 0% | Dec 2024 |
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| Hanson McClain Advisors | 196k | $3.4M | -2% | Mar 2025 |
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| D.A. Davidson & Co. | 195k | $3.4M | -16% | Mar 2025 |
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| Prosperity Consulting Group | 190k | $3.3M | 19% | Mar 2025 |
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| Captrust Financial Advisors | 185k | $3.3M | 7% | Mar 2025 |
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| Private Client Services | 181k | $3.2M | 0% | Mar 2025 |
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| Lake Street Financial | 180k | $3.2M | 11% | Mar 2025 |
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| Integrated Wealth Concepts | 177k | $3.1M | 8% | Dec 2024 |
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| United Advisor Group | 175k | $3.1M | 7% | Mar 2025 |
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| Ironwood Investment Counsel | 173k | $3.0M | -14% | Mar 2025 |
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| IFP Advisors | 170k | $3.0M | 4% | Mar 2025 |
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| Toth Financial Advisory Corporation | 170k | $3.0M | 3% | Mar 2025 |
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| RFG Advisory | 166k | $2.9M | 2% | Mar 2025 |
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| First Trust Advisors | 162k | $2.9M | 9% | Mar 2025 |
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| Icon Wealth Advisors | 162k | $2.8M | 1% | Mar 2025 |
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| Creative Planning | 161k | $2.8M | -9% | Mar 2025 |
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| IHT Wealth Management | 157k | $2.8M | 0% | Dec 2024 |
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| Us Bancorp | 156k | $2.7M | 2% | Mar 2025 |
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| AE Wealth Management | 155k | $2.7M | 13% | Dec 2024 |
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| City Holding | 149k | $2.6M | -1% | Mar 2025 |
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| Prostatis Group | 149k | $2.6M | 0% | Mar 2025 |
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| Private Advisory | 147k | $2.6M | 1% | Mar 2025 |
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| Hickory Asset Management | 144k | $2.5M | 0% | Mar 2025 |
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| Darden Wealth Group | 144k | $2.5M | -2% | Mar 2025 |
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| Brookstone Capital Management | 143k | $2.5M | 8% | Mar 2025 |
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| Kingsview Wealth Management | 143k | $2.5M | 8% | Mar 2025 |
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| Benjamin Edwards | 142k | $2.5M | 6% | Mar 2025 |
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| Etesian Wealth Advisors | 139k | $2.4M | 8% | Mar 2025 |
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| International Assets Investment Management | 139k | $2.4M | 61% | Mar 2025 |
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| Trustmark National Bank - Trust Department | 138k | $2.4M | -6% | Mar 2025 |
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| Capital Investment Advisory Services | 134k | $2.4M | 1% | Mar 2025 |
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| Gill Capital Partners | 130k | $2.3M | -30% | Mar 2025 |
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| Walker Asset Management | 129k | $2.3M | -1% | Mar 2025 |
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| Horizon Financial Services | 129k | $2.3M | 100% | Mar 2025 |
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| Snowden Capital Advisors | 125k | $2.2M | -11% | Mar 2025 |
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| Resources Investment Advisors | 123k | $2.2M | -2% | Mar 2025 |
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| CWM | 123k | $2.2M | -5% | Mar 2025 |
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| Golden State Wealth Management | 122k | $2.2M | 30% | Mar 2025 |
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| Mainsail Financial Group | 122k | $2.1M | 4% | Mar 2025 |
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| Fullcircle Wealth | 118k | $2.1M | 22% | Mar 2025 |
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| Independent Wealth Network | 115k | $2.0M | 6% | Mar 2025 |
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| Principal Securities | 111k | $2.0M | 0% | Mar 2025 |
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| Nbc Securities | 100k | $1.8M | 106414% | Mar 2025 |
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| Gallacher Capital Management | 99k | $1.7M | 30% | Mar 2025 |
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| Moors & Cabot | 98k | $1.7M | -1% | Mar 2025 |
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| Strategic Financial Concepts | 96k | $1.7M | 1% | Mar 2025 |
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| Beacon Financial | 93k | $1.6M | -11% | Mar 2025 |
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| Kovack Advisors | 77k | $1.4M | -54% | Dec 2024 |
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| GeoWealth Management | 11k | $198k | -97% | Dec 2024 |
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| Migdal Insurance & Financial Holdings | 1.4k | $24k | -99% | Mar 2025 |
|
Who sold out of D First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 842k | $15M |
| Triumph Capital Management | Dec 2024 | 327k | $5.8M |
| Schonfeld Strategic Advisors | Sep 2024 | 254k | $4.6M |
| Park Avenue Securities | Dec 2024 | 252k | $4.5M |
| Asset Allocation Strategies | Sep 2024 | 116k | $2.1M |