FIRST TR EXCHANGE-TRADED FD (FDND)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
9
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | $430.6K | 20,595 | 0.01% | 5q | +2.1%+$8.7K |
| ENVESTNET ASSET MANAGEMENT INC | $309.0K | 14,780 | 0.00% | 3q | +6.7%+$19.3K |
| JANE STREET GROUP, LLC | $290.7K | 13,903 | 0.00% | new | NEW |
| Faithward Advisors, LLC | $239.6K | 11,460 | 0.03% | new | NEW |
| Integrated Wealth Concepts LLC | $183.4K | 8,771 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $74.0K | 3,541 | 0.00% | 9q | -78.8%-$275.3K |
| Triumph Capital Management | $65.4K | 3,129 | 0.01% | 3q | +33.5%+$16.4K |
| Capital Investment Advisory Services, LLC | $11.3K | 540 | 0.00% | 2q | +136.8%+$6.5K |
| HARBOUR INVESTMENTS, INC. | $460 | 22 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $1.6M | 76,741 | 3 | 4 | 1 | 0.0% |
| Q1 2026 | 8 | $1.9M | 96,075 | 1 | 2 | 4 | 0.0% |
| Q4 2025 | 9 | $4.0M | 176,878 | 3 | 2 | 3 | 0.0% |
| Q3 2025 | 6 | $2.7M | 114,888 | 2 | 3 | 1 | 0.0% |
| Q2 2025 | 6 | $1.4M | 58,421 | 3 | 2 | 1 | 0.0% |
| Q1 2025 | 3 | $1.3M | 66,248 | 0 | 3 | 0 | 0.0% |
| Q4 2024 | 4 | $1.1M | 47,494 | 2 | 1 | 1 | 0.0% |
| Q3 2024 | 2 | $907.0K | 45,826 | 0 | 1 | 0 | 0.0% |
| Q2 2024 | 3 | $1.3M | 67,155 | 2 | 0 | 1 | 0.0% |
| Q1 2024 | 1 | $1.0M | 49,849 | 1 | 0 | 0 | 0.0% |