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 | 48M | $822M | -8% | Mar 2024 |
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| Royal Bank of Canada | 17M | $302M | -8% | Mar 2024 |
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| Wells Fargo & Company | 11M | $196M | 7% | Mar 2024 |
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| UBS Group | 11M | $184M | 8% | Mar 2024 |
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| LPL Financial | 11M | $182M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 5.4M | $93M | 8% | Mar 2024 |
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| Bank of America Corporation | 5.4M | $93M | -28% | Mar 2024 |
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| Raymond James & Associates | 3.3M | $58M | 7% | Mar 2024 |
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| Park National Corp | 3.3M | $56M | -12% | Dec 2023 |
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| Kestra Advisory Services | 2.0M | $34M | 2% | Dec 2023 |
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| Advisor Group Holdings | 1.9M | $34M | 6% | Mar 2024 |
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| Stifel Financial | 1.8M | $31M | -25% | Mar 2024 |
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| Janney Montgomery Scott | 1.8M | $31M | 22% | Mar 2024 |
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| Envestnet Asset Management | 1.7M | $29M | -13% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.6M | $28M | -2% | Mar 2024 |
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| Wright Fund Managment | 1.5M | $26M | 70% | Mar 2024 |
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| Rockefeller Capital Management | 1.5M | $25M | -3% | Dec 2023 |
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| Magnus Financial Group | 1.4M | $24M | 18% | Mar 2024 |
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| Country Trust Bank | 1.4M | $24M | -4% | Mar 2024 |
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| SRS Capital Advisors | 1.4M | $23M | 13% | Dec 2023 |
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| Commonwealth Equity Services | 1.3M | $22M | 6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.3M | $22M | 2% | Mar 2024 |
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| Baird Financial | 1.2M | $20M | 8% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.1M | $18M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 988k | $17M | 1% | Mar 2024 |
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| Jpmorgan Chase & Co | 969k | $17M | 43% | Mar 2024 |
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| Trinity Legacy Partners | 950k | $17M | 33% | Mar 2024 |
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| Prospera Financial Services | 933k | $16M | 58% | Dec 2023 |
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| HCR Wealth Advisors | 882k | $15M | -5% | Mar 2024 |
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| Gradient Investments | 784k | $14M | 12% | Mar 2024 |
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| Streettalk Advisors | 697k | $12M | 24% | Mar 2024 |
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| Strategic Financial | 674k | $11M | -3% | Dec 2023 |
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| Warren Averett Asset Management | 670k | $12M | 100% | Mar 2024 |
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| Carnick & Kubik | 665k | $12M | 9% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 644k | $11M | -10% | Mar 2024 |
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| Babson Capital Management | 633k | $11M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 581k | $10M | -27% | Mar 2024 |
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| Csenge Advisory Group | 535k | $9.3M | 15% | Mar 2024 |
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| Private Advisor | 525k | $9.1M | 8% | Mar 2024 |
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| Eldridge Investment Advisors | 523k | $9.1M | 3% | Mar 2024 |
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| Advisor OS | 519k | $9.0M | 100% | Mar 2024 |
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| Kestra Private Wealth Services | 506k | $8.8M | 6% | Mar 2024 |
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| Miracle Mile Advisors | 502k | $8.7M | -29% | Mar 2024 |
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| Ironwood Investment Counsel | 501k | $8.7M | 28% | Mar 2024 |
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| Triumph Capital Management | 490k | $8.5M | -4% | Mar 2024 |
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| Citigroup | 457k | $7.9M | -11% | Mar 2024 |
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| We Are One Seven | 448k | $7.5M | -1% | Dec 2023 |
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| Synergy Financial Management | 425k | $7.4M | 100% | Mar 2024 |
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| Brian McDonald | 422k | $7.3M | -6% | Mar 2024 |
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| Mariner Wealth Advisors | 412k | $7.1M | 4% | Mar 2024 |
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| Quad-Cities Investment Group | 411k | $7.1M | -1% | Mar 2024 |
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| ORBA Wealth Advisors | 402k | $7.0M | 4% | Mar 2024 |
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| Regal Investment Advisors | 395k | $6.8M | -1% | Mar 2024 |
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| Financial Enhancement | 371k | $6.4M | 1% | Mar 2024 |
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| Harbour Investments | 369k | $6.2M | -9% | Dec 2023 |
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| Oppenheimer & Co | 366k | $6.3M | 17% | Mar 2024 |
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| Gladstone Institutional Advisory | 358k | $6.0M | -8% | Dec 2023 |
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| Wayne Hummer Investments | 357k | $6.2M | 6% | Mar 2024 |
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| Chicago Partners Investment | 353k | $6.0M | 6% | Mar 2024 |
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| Archer Investment Corp | 346k | $6.0M | -5% | Mar 2024 |
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| Kinloch Capital | 345k | $6.0M | 5% | Mar 2024 |
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| Glassy Mountain Advisors | 345k | $6.0M | 6% | Mar 2024 |
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| PFS Partners | 340k | $5.9M | 3% | Mar 2024 |
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| Signature Securities Group Corporation | 333k | $5.8M | 1% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 333k | $5.8M | 0% | Mar 2024 |
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| H D Vest Advisory Services | 331k | $5.7M | 10% | Mar 2024 |
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| Newman Dignan & Sheerar | 330k | $5.7M | 1% | Mar 2024 |
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| Goss Wealth Management | 321k | $5.6M | -55% | Mar 2024 |
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| Twelve Points Wealth Management | 292k | $5.1M | 100% | Mar 2024 |
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| Choice Wealth Advisors | 289k | $5.0M | 0% | Mar 2024 |
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| Twin Peaks Wealth Advisors | 288k | $5.0M | 2% | Mar 2024 |
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| Sigma Planning | 286k | $5.0M | 131% | Mar 2024 |
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| Marion Wealth Management | 286k | $5.0M | 3% | Mar 2024 |
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| Family Legacy | 280k | $4.9M | 0% | Mar 2024 |
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| Western Wealth Management | 279k | $4.8M | 1% | Mar 2024 |
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| Sound Income Strategies | 271k | $4.7M | 10% | Mar 2024 |
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| First Heartland Consultants | 270k | $4.7M | 21% | Mar 2024 |
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| ValMark Advisers | 262k | $4.5M | 11% | Mar 2024 |
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| Concurrent Investment Advisors | 262k | $4.5M | 39% | Mar 2024 |
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| Mid-American Wealth Advisory Group | 262k | $4.5M | 7% | Mar 2024 |
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| Midwest Heritage Bank | 256k | $4.4M | 18% | Mar 2024 |
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| Atlas Private Wealth Management | 255k | $4.4M | 1% | Mar 2024 |
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| Traction Financial Partners | 253k | $4.4M | 100% | Mar 2024 |
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| Verition Fund Management | 250k | $4.3M | 100% | Mar 2024 |
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| Howard Financial Services | 248k | $4.3M | 26% | Mar 2024 |
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| Aveo Capital Partners | 229k | $4.0M | 100% | Mar 2024 |
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| Captrust Financial Advisors | 223k | $3.9M | -28% | Mar 2024 |
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| D.A. Davidson & Co. | 221k | $3.8M | 10% | Mar 2024 |
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| Bank Of Montreal | 221k | $3.8M | -78% | Mar 2024 |
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| Advisory Alpha | 221k | $3.8M | -2% | Mar 2024 |
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| Trustmark National Bank - Trust Department | 216k | $3.7M | -49% | Mar 2024 |
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| Aspen Investment Management | 215k | $3.7M | 1% | Mar 2024 |
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| Gill Capital Partners | 204k | $3.5M | -7% | Mar 2024 |
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| TrueNorth | 203k | $3.5M | -3% | Mar 2024 |
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| Hanson McClain Advisors | 201k | $3.5M | 455% | Mar 2024 |
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| P-Solve | 198k | $3.4M | 0% | Mar 2024 |
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| Flynn Zito Capital Management | 194k | $3.4M | 2% | Mar 2024 |
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| Etesian Wealth Advisors | 187k | $3.2M | 0% | Mar 2024 |
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| Stonebridge Advisors | 183k | $3.2M | -91% | Mar 2024 |
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| Naviter Wealth | 181k | $3.1M | -2% | Mar 2024 |
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| Park Avenue Securities | 170k | $2.9M | 1% | Mar 2024 |
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| Private Client Services | 169k | $2.9M | 47% | Mar 2024 |
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| City Holding | 165k | $2.9M | -2% | Mar 2024 |
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| IFP Advisors | 165k | $2.8M | -10% | Dec 2023 |
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| CWM | 165k | $2.8M | -30% | Mar 2024 |
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| Toth Financial Advisory Corporation | 160k | $2.8M | 6% | Mar 2024 |
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| Atria Wealth Solutions | 155k | $2.7M | -2% | Mar 2024 |
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| Icon Wealth Advisors | 152k | $2.6M | -10% | Mar 2024 |
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| Stephens | 151k | $2.6M | 28% | Mar 2024 |
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| Jane Street | 151k | $2.6M | -97% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 150k | $2.6M | 1% | Mar 2024 |
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| Lake Street Financial | 144k | $2.5M | 10% | Mar 2024 |
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| Blackhawk Capital Partners | 141k | $2.4M | -6% | Mar 2024 |
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| Steward Partners Investment Advisory | 140k | $2.4M | -23% | Mar 2024 |
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| Beacon Pointe Advisors | 139k | $2.3M | -24% | Dec 2023 |
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| Capital Investment Advisory Services | 136k | $2.3M | 6% | Mar 2024 |
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| Walker Asset Management | 135k | $2.3M | 0% | Mar 2024 |
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| AE Wealth Management | 135k | $2.3M | -68% | Mar 2024 |
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| Darden Wealth Group | 133k | $2.3M | 100% | Mar 2024 |
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| Beacon Financial | 132k | $2.3M | -11% | Mar 2024 |
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| Migdal Insurance & Financial Holdings | 131k | $2.3M | 100% | Mar 2024 |
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| Benjamin F. Edwards & Company | 125k | $2.2M | -2% | Mar 2024 |
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| Asset Allocation Strategies | 124k | $2.2M | -4% | Mar 2024 |
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| New Potomac Partneres | 119k | $2.1M | -1% | Mar 2024 |
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| Resources Investment Advisors | 119k | $2.1M | -10% | Mar 2024 |
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| Strategic Financial Concepts | 111k | $1.9M | 15% | Mar 2024 |
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| Cedrus | 109k | $1.9M | 7% | Mar 2024 |
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| RFG Advisory | 109k | $1.9M | 6% | Mar 2024 |
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| ICA Group Wealth Management | 108k | $1.9M | 5% | Mar 2024 |
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| Integrated Wealth Concepts | 106k | $1.8M | -33% | Mar 2024 |
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| Brookstone Capital Management | 104k | $1.8M | 19% | Mar 2024 |
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| Schonfeld Strategic Advisors | 103k | $1.8M | -57% | Mar 2024 |
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| Parallel Advisors | 101k | $1.8M | 2% | Mar 2024 |
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| Advisory Services Network | 101k | $1.7M | 112% | Mar 2024 |
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| Gallacher Capital Management | 99k | $1.7M | -7% | Mar 2024 |
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| International Assets Investment Management | 98k | $1.7M | -95% | Mar 2024 |
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| Moser Wealth Advisors | 92k | $1.6M | 0% | Mar 2024 |
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| Mainsail Financial Group | 92k | $1.6M | 4% | Mar 2024 |
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| Kingsview Wealth Management | 89k | $1.5M | -1% | Mar 2024 |
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| Wiser Advisor Group | 86k | $1.5M | 100% | Mar 2024 |
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| Snowden Capital Advisors | 86k | $1.5M | 26% | Mar 2024 |
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| AXS Investments | 85k | $1.5M | 21% | Mar 2024 |
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| Private Trust Co Na | 83k | $1.4M | -18% | Mar 2024 |
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| Financial Advisory Service | 81k | $1.4M | -7% | Mar 2024 |
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| Nbc Securities | 78k | $1.4M | 4% | Mar 2024 |
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| Red Cedar Investment Management | 78k | $1.3M | 0% | Mar 2024 |
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| Patten | 77k | $1.3M | 4% | Mar 2024 |
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| Moors & Cabot | 77k | $1.3M | 4% | Mar 2024 |
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| WealthBridge Capital Management | 75k | $1.3M | 5% | Mar 2024 |
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| Altus Wealth Group | 73k | $1.3M | -36% | Mar 2024 |
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| United Advisor Group | 73k | $1.3M | 100% | Mar 2024 |
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| J.w. Cole Advisors | 72k | $1.2M | -9% | Mar 2024 |
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| SPC Financial | 66k | $1.1M | -10% | Mar 2024 |
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| Berger Financial Group | 62k | $1.1M | -25% | Mar 2024 |
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| PSI Advisors | 62k | $1.1M | -19% | Mar 2024 |
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| Summit Financial | 60k | $1.0M | -31% | Mar 2024 |
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| Northern Oak Capital Management | 46k | $794k | -66% | Mar 2024 |
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| Northwest Wealth Management | 45k | $783k | -42% | Mar 2024 |
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| Independent Wealth Network | 33k | $566k | -69% | Mar 2024 |
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| Ameritas Advisory Services | 32k | $548k | -59% | Dec 2023 |
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| National Asset Management | 22k | $373k | -87% | Dec 2023 |
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| Hudson Capital Management | 16k | $281k | -91% | Mar 2024 |
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| Vista Investment Management | 16k | $275k | -79% | Mar 2024 |
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| Mendota Financial Group | 13k | $221k | -86% | Mar 2024 |
|
Who sold out of D First Tr Exchange-traded?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Dec 2023 | 2.1M | $35M |
| Price Capital Management | Dec 2023 | 1.2M | $20M |
| Barclays | Dec 2023 | 839k | $14M |
| State of Tennessee, Treasury Department | Sep 2023 | 467k | $7.5M |
| Susquehanna International | Sep 2023 | 304k | $4.8M |
| Atria Investments | Sep 2023 | 271k | $4.3M |
| Kovack Advisors | Dec 2023 | 175k | $3.0M |