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
Download as csv
Download as Excel
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 | 48M | $822M | 100% | Mar 2024 |
|
| Royal Bank of Canada | 17M | $302M | -8% | Mar 2024 |
|
| Wells Fargo & Company | 11M | $196M | 7% | Mar 2024 |
|
| UBS Group | 11M | $184M | 8% | Mar 2024 |
|
| LPL Financial | 11M | $182M | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 5.6M | $96M | 3% | Jun 2024 |
|
| Bank of America Corporation | 5.4M | $93M | -28% | Mar 2024 |
|
| Raymond James & Associates | 3.3M | $57M | -1% | Jun 2024 |
|
| Park National Corp | 3.2M | $55M | -2% | Jun 2024 |
|
| Kestra Advisory Services | 2.1M | $37M | 5% | Mar 2024 |
|
| Advisor Group Holdings | 1.9M | $34M | 6% | Mar 2024 |
|
| Stifel Financial | 1.8M | $31M | -25% | Mar 2024 |
|
| Rockefeller Capital Management | 1.7M | $30M | 18% | Mar 2024 |
|
| Janney Montgomery Scott | 1.7M | $29M | -7% | Jun 2024 |
|
| Envestnet Asset Management | 1.7M | $29M | 100% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.6M | $28M | 100% | Mar 2024 |
|
| Renaissance Technologies | 1.6M | $27M | -27% | Mar 2024 |
|
| Wright Fund Managment | 1.5M | $26M | 70% | Mar 2024 |
|
| SRS Capital Advisors | 1.4M | $25M | 4% | Mar 2024 |
|
| Magnus Financial Group | 1.4M | $24M | 100% | Mar 2024 |
|
| Country Trust Bank | 1.4M | $24M | 0% | Jun 2024 |
|
| Baird Financial | 1.4M | $24M | 18% | Mar 2024 |
|
| Commonwealth Equity Services | 1.3M | $22M | 6% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 1.3M | $22M | 2% | Mar 2024 |
|
| Cetera Investment Advisers | 1.1M | $20M | 100% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $18M | 0% | Mar 2024 |
|
| Branch Banking & Trust Company | 988k | $17M | 1% | Mar 2024 |
|
| Jpmorgan Chase & Co | 969k | $17M | 43% | Mar 2024 |
|
| Trinity Legacy Partners | 950k | $17M | 33% | Mar 2024 |
|
| HCR Wealth Advisors | 882k | $15M | -5% | Mar 2024 |
|
| Mml Investors Services | 729k | $13M | -8% | Mar 2024 |
|
| Carnick & Kubik | 720k | $13M | 8% | Jun 2024 |
|
| Streettalk Advisors | 697k | $12M | 24% | Mar 2024 |
|
| Warren Averett Asset Management | 670k | $12M | 100% | Mar 2024 |
|
| Babson Capital Management | 633k | $11M | 0% | Mar 2024 |
|
| Csenge Advisory Group | 553k | $9.6M | 3% | Jun 2024 |
|
| Stratos Wealth Partners | 538k | $9.3M | -7% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 531k | $9.2M | -17% | Jun 2024 |
|
| Private Advisor | 525k | $9.1M | 8% | Mar 2024 |
|
| Eldridge Investment Advisors | 523k | $9.1M | 3% | Mar 2024 |
|
| Advisor OS | 519k | $9.0M | 100% | Mar 2024 |
|
| Kestra Private Wealth Services | 506k | $8.8M | 6% | Mar 2024 |
|
| Ironwood Investment Counsel | 501k | $8.7M | 28% | Mar 2024 |
|
| Triumph Capital Management | 490k | $8.5M | -4% | Mar 2024 |
|
| Citigroup | 457k | $7.9M | -11% | Mar 2024 |
|
| ORBA Wealth Advisors | 428k | $7.4M | 7% | Jun 2024 |
|
| Quad-Cities Investment Group | 426k | $7.4M | 4% | Jun 2024 |
|
| Synergy Financial Management | 425k | $7.4M | 100% | Mar 2024 |
|
| Brian McDonald | 422k | $7.3M | 100% | Mar 2024 |
|
| Mariner Wealth Advisors | 412k | $7.1M | 4% | Mar 2024 |
|
| We Are One Seven | 410k | $7.1M | -8% | Mar 2024 |
|
| Regal Investment Advisors | 395k | $6.8M | 100% | Mar 2024 |
|
| Financial Enhancement | 371k | $6.4M | 1% | Mar 2024 |
|
| Harbour Investments | 370k | $6.4M | 0% | Mar 2024 |
|
| Oppenheimer & Co | 366k | $6.3M | 100% | Mar 2024 |
|
| Twelve Points Wealth Management | 361k | $6.3M | 23% | Jun 2024 |
|
| Wayne Hummer Investments | 357k | $6.2M | 6% | Mar 2024 |
|
| Chicago Partners Investment | 353k | $6.0M | 6% | Mar 2024 |
|
| Howard Financial Services | 353k | $6.1M | 42% | Jun 2024 |
|
| Archer Investment Corp | 346k | $6.0M | -5% | Mar 2024 |
|
| Kinloch Capital | 345k | $6.0M | 100% | Mar 2024 |
|
| Glassy Mountain Advisors | 345k | $6.0M | 6% | Mar 2024 |
|
| PFS Partners | 343k | $6.0M | 1% | Jun 2024 |
|
| Signature Securities Group Corporation | 333k | $5.8M | 1% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 333k | $5.8M | 0% | Mar 2024 |
|
| H D Vest Advisory Services | 331k | $5.7M | 10% | Mar 2024 |
|
| Gradient Investments | 331k | $5.7M | -58% | Jun 2024 |
|
| Gladstone Institutional Advisory | 325k | $5.6M | -9% | Mar 2024 |
|
| Newman Dignan & Sheerar | 325k | $5.6M | -2% | Jun 2024 |
|
| Goss Wealth Management | 321k | $5.6M | 100% | Mar 2024 |
|
| Western Wealth Management | 307k | $5.3M | 10% | Jun 2024 |
|
| Equitable Holdings | 297k | $5.1M | -7% | Mar 2024 |
|
| Choice Wealth Advisors | 297k | $5.2M | 3% | Jun 2024 |
|
| Marion Wealth Management | 295k | $5.1M | 3% | Jun 2024 |
|
| Twin Peaks Wealth Advisors | 288k | $5.0M | 2% | Mar 2024 |
|
| Sigma Planning | 286k | $5.0M | 131% | Mar 2024 |
|
| Sound Income Strategies | 286k | $5.0M | 5% | Jun 2024 |
|
| Family Legacy | 280k | $4.9M | 0% | Jun 2024 |
|
| Midwest Heritage Bank | 274k | $4.8M | 7% | Jun 2024 |
|
| ValMark Advisers | 262k | $4.5M | 11% | Mar 2024 |
|
| Concurrent Investment Advisors | 262k | $4.5M | 39% | Mar 2024 |
|
| Atlas Private Wealth Management | 255k | $4.4M | 1% | Mar 2024 |
|
| Traction Financial Partners | 253k | $4.4M | 100% | Mar 2024 |
|
| Verition Fund Management | 250k | $4.3M | 100% | Mar 2024 |
|
| Mid-American Wealth Advisory Group | 247k | $4.3M | -6% | Jun 2024 |
|
| Aveo Capital Partners | 229k | $4.0M | 100% | Mar 2024 |
|
| Stonebridge Advisors | 228k | $4.0M | 25% | Jun 2024 |
|
| Captrust Financial Advisors | 223k | $3.9M | -28% | Mar 2024 |
|
| D.A. Davidson & Co. | 221k | $3.8M | 10% | Mar 2024 |
|
| Bank Of Montreal | 221k | $3.8M | -78% | Mar 2024 |
|
| Advisory Alpha | 221k | $3.8M | -2% | Mar 2024 |
|
| Trustmark National Bank - Trust Department | 216k | $3.7M | 100% | Mar 2024 |
|
| Aspen Investment Management | 215k | $3.7M | 1% | Mar 2024 |
|
| TrueNorth | 211k | $3.7M | 4% | Jun 2024 |
|
| Hanson McClain Advisors | 206k | $3.6M | 2% | Jun 2024 |
|
| Gill Capital Partners | 200k | $3.5M | -2% | Jun 2024 |
|
| P-Solve | 198k | $3.4M | 0% | Mar 2024 |
|
| Flynn Zito Capital Management | 194k | $3.4M | 2% | Mar 2024 |
|
| Park Avenue Securities | 188k | $3.3M | 11% | Jun 2024 |
|
| Naviter Wealth | 181k | $3.1M | -2% | Mar 2024 |
|
| Etesian Wealth Advisors | 174k | $3.0M | -7% | Jun 2024 |
|
| National Asset Management | 171k | $2.7M | 673% | Mar 2024 |
|
| Private Client Services | 169k | $2.9M | 47% | Mar 2024 |
|
| City Holding | 165k | $2.9M | 0% | Jun 2024 |
|
| IHT Wealth Management | 159k | $2.8M | -1% | Mar 2024 |
|
| Toth Financial Advisory Corporation | 159k | $2.8M | 0% | Jun 2024 |
|
| Atria Wealth Solutions | 156k | $2.7M | 1% | Jun 2024 |
|
| Icon Wealth Advisors | 152k | $2.6M | -10% | Mar 2024 |
|
| Stephens | 151k | $2.6M | 100% | Mar 2024 |
|
| Relative Value Partners | 151k | $2.6M | 100% | Jun 2024 |
|
| Lake Street Financial | 151k | $2.6M | 5% | Jun 2024 |
|
| CWM | 151k | $2.6M | -8% | Jun 2024 |
|
| Jane Street | 151k | $2.6M | -97% | Mar 2024 |
|
| Edmonds Duncan Registered Investment Advisors | 148k | $2.6M | -1% | Jun 2024 |
|
| RFG Advisory | 144k | $2.5M | 32% | Jun 2024 |
|
| Blackhawk Capital Partners | 141k | $2.4M | -6% | Mar 2024 |
|
| Steward Partners Investment Advisory | 140k | $2.4M | -23% | Mar 2024 |
|
| Capital Investment Advisory Services | 136k | $2.3M | 6% | Mar 2024 |
|
| AE Wealth Management | 135k | $2.3M | -68% | Mar 2024 |
|
| Darden Wealth Group | 133k | $2.3M | 100% | Mar 2024 |
|
| Beacon Financial | 132k | $2.3M | -11% | Mar 2024 |
|
| Walker Asset Management | 132k | $2.3M | -3% | Jun 2024 |
|
| Migdal Insurance & Financial Holdings | 131k | $2.3M | 100% | Mar 2024 |
|
| Cedrus | 130k | $2.2M | 19% | Jun 2024 |
|
| Benjamin F. Edwards & Company | 125k | $2.2M | -2% | Mar 2024 |
|
| Asset Allocation Strategies | 124k | $2.2M | 100% | Mar 2024 |
|
| Mainsail Financial Group | 120k | $2.1M | 32% | Jun 2024 |
|
| New Potomac Partneres | 120k | $2.1M | 0% | Jun 2024 |
|
| Resources Investment Advisors | 119k | $2.1M | 100% | Mar 2024 |
|
| Beacon Pointe Advisors | 119k | $2.1M | -15% | Mar 2024 |
|
| Brookstone Capital Management | 114k | $2.0M | 9% | Jun 2024 |
|
| Strategic Financial Concepts | 111k | $1.9M | 15% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 110k | $1.9M | 479% | Jun 2024 |
|
| ICA Group Wealth Management | 108k | $1.9M | 5% | Mar 2024 |
|
| Integrated Wealth Concepts | 106k | $1.8M | 100% | Mar 2024 |
|
| Independent Wealth Network | 106k | $1.8M | 1% | Jun 2024 |
|
| Schonfeld Strategic Advisors | 103k | $1.8M | -57% | Mar 2024 |
|
| Bright Futures Wealth Management | 102k | $1.8M | 100% | Mar 2024 |
|
| Parallel Advisors | 101k | $1.8M | 2% | Mar 2024 |
|
| Advisory Services Network | 101k | $1.7M | 112% | Mar 2024 |
|
| Gallacher Capital Management | 99k | $1.7M | -7% | Mar 2024 |
|
| Private Trust Co Na | 99k | $1.7M | 19% | Jun 2024 |
|
| International Assets Investment Management | 98k | $1.7M | -95% | Mar 2024 |
|
| Moser Wealth Advisors | 92k | $1.6M | 0% | Mar 2024 |
|
| Kingsview Wealth Management | 89k | $1.5M | -1% | Mar 2024 |
|
| Wiser Advisor Group | 86k | $1.5M | 100% | Mar 2024 |
|
| Snowden Capital Advisors | 86k | $1.5M | 26% | Mar 2024 |
|
| AXS Investments | 85k | $1.5M | 21% | Mar 2024 |
|
| Nbc Securities | 83k | $1.4M | 5% | Jun 2024 |
|
| Synovus Financial Corp. | 81k | $1.4M | 5% | Mar 2024 |
|
| Financial Advisory Service | 81k | $1.4M | -7% | Mar 2024 |
|
| Altus Wealth Group | 73k | $1.3M | -36% | Mar 2024 |
|
| Berger Financial Group | 62k | $1.1M | -25% | Mar 2024 |
|
| Summit Financial | 60k | $1.0M | -31% | Mar 2024 |
|
| Miracle Mile Advisors | 59k | $1.0M | -88% | Jun 2024 |
|
| Northern Oak Capital Management | 46k | $794k | -66% | Mar 2024 |
|
| 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 |
|---|---|---|---|
| Old Mission Capital | Dec 2023 | 2.8M | $48M |
| HighTower Advisors | Dec 2023 | 2.1M | $35M |
| Barclays | Dec 2023 | 839k | $14M |
| Kovack Advisors | Dec 2023 | 175k | $3.0M |