Vault-13

FIRST TR EXCHANGE TRADED FD FGD

DJ GLBL DIVID · ETP · CUSIP 33734X200

208 institutional holders +16 vs Q1 2026
28,103,83228.1m shares reported held*
$899.1mreported value*
34 new 103 added 39 reduced 17 sold out net bought ≈ $97.6m (+3.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($94.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $31.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 121Q4 22: 130Q1 23: 126Q2 23: 128Q3 23: 122Q4 23: 129Q1 24: 126Q2 24: 129Q3 24: 129Q4 24: 138Q1 25: 142Q2 25: 150Q3 25: 160Q4 25: 174Q1 26: 192Q2 26: 208208Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022121
Q4 2022130
Q1 2023126
Q2 2023128
Q3 2023122
Q4 2023129
Q1 2024126
Q2 2024129
Q3 2024129
Q4 2024138
Q1 2025142
Q2 2025150
Q3 2025160
Q4 2025174
Q1 2026192
Q2 2026208

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 57 bought or addedQ3 24: 52 cut or sold outQ4 24: 61 bought or addedQ4 24: 52 cut or sold outQ4 24Q1 25: 63 bought or addedQ1 25: 52 cut or sold outQ2 25: 73 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 82 bought or addedQ3 25: 55 cut or sold outQ4 25: 96 bought or addedQ4 25: 48 cut or sold outQ4 25Q1 26: 113 bought or addedQ1 26: 58 cut or sold outQ2 26: 137 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245752
Q4 20246152
Q1 20256352
Q2 20257350
Q3 20258255
Q4 20259648
Q1 202611358
Q2 202613756

Biggest buyers

WELLS FARGO & COMPANY/MN Added +450,162+450.2k
LPL Financial LLC Added +440,724+440.7k
UBS Group AG Added +425,855+425.9k
Focus Financial Network, Inc. New +389,682+389.7k
MORGAN STANLEY Added +330,771+330.8k
BANK OF AMERICA CORP /DE/ Added +262,877+262.9k
RAYMOND JAMES FINANCIAL INC Added +161,111+161.1k
Cambridge Investment Research Advisors, Inc. Added +140,325+140.3k
Cetera Investment Advisers Added +137,854+137.9k
Triad Wealth Partners, LLC New +122,204+122.2k

Biggest sellers

CITADEL ADVISORS LLC Sold out -285,052-285.1k
JANE STREET GROUP, LLC Sold out -203,104-203.1k
AMERIPRISE FINANCIAL INC Reduced -195,837-195.8k
Gateway Wealth Partners, LLC Reduced -95,235-95.2k
Independent Advisor Alliance Sold out -85,816-85.8k
GTS SECURITIES LLC Sold out -40,766-40.8k
Owen LaRue, LLC Reduced -39,683-39.7k
Clearstead Advisors, LLC Sold out -30,062-30.1k
Lynx Investment Advisory Reduced -23,000-23.0k
AE Wealth Management LLC Reduced -20,296-20.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 5,526,2165.5m $176.8m $176.8m 0.04% Added +440.7k +440,724
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 3,872,8833.9m $123.9m $123.9m 0.02% Added +450.2k +450,162
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,827,9331.8m $58.5m $58.5m 0.00% Added +330.8k +330,771
4 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,439,4721.4m $46.0m $46.0m 0.01% Added +425.9k +425,855
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,410,1181.4m $45.1m $45.1m 0.00% Added +262.9k +262,877
6 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,227,1751.2m $39.3m $39.3m 0.01% Added +161.1k +161,111
7 FUKOKU MUTUAL LIFE INSURANCE Co 1.98% of their portfolio TOKYO, M0 1,063,0001.1m $34.0m $34.0m 1.98% Unchanged
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 758,558758.6k $24.2m $24.2m 0.00% Reduced -195.8k -195,837
9 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 622,667622.7k $19.9m $19.9m 0.09% Reduced -20.3k -20,296
10 PARK NATIONAL CORP /OH/ 0.52% of their portfolio NEWARK, OH 583,714583.7k $18.7m $18.7m 0.52% Added +37.5k +37,498
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 560,500560.5k $17.9m $17.9m 0.00% Added +61.3k +61,257
12 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 530,712530.7k $17.0m $17.0m 0.02% Added +43.3k +43,293
13 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 529,883529.9k $17.0m $17.0m 0.03% Added +8.4k +8,397
14 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 518,397518.4k $16.6m $16.6m 0.02% Added +137.9k +137,854
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 465,842465.8k $14.9m $14.9m 0.00% Added +52.6k +52,585
16 Focus Financial Network, Inc. 0.39% of their portfolio MINNEAPOLIS, MN 389,682389.7k $12.5m $12.5m 0.39% New
17 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 288,074288.1k $9.3m $9.3m 0.00% Added +56.2k +56,243
18 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 255,478255.5k $8.2m $8.2m 0.01% Added +140.3k +140,325
19 Stonebridge Financial Planning Group, LLC 2.50% of their portfolio ORLANDO, FL 245,523245.5k $7.9m $7.9m 2.50% Added +24.5k +24,461
20 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 245,046245.0k $7.8m $7.8m 0.00% Added +17.2k +17,235
21 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 203,506203.5k $6.5m $6.5m 0.01% Added +60.0k +60,048
22 IMG Wealth Management, Inc. 3.50% of their portfolio JACKSONVILLE, FL 196,254196.3k $6.3m $6.3m 3.50% Added +3.6k +3,650
23 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 180,235180.2k $5.8m $5.8m 0.01% Added +56.1k +56,127
24 Oxford Wealth Group, LLC 2.42% of their portfolio ORLANDO, FL 169,056169.1k $5.4m $5.4m 2.42% Added +38.1k +38,087
25 ForthRight Wealth Management, LLC 1.36% of their portfolio ALPHARETTA, GA 165,594165.6k $5.3m $5.3m 1.36% Reduced -10.8k -10,762
26 Creekside Partners 1.43% of their portfolio PETALUMA, CA 123,044123.0k $3.9m $3.9m 1.43% Added +796 +796
27 Triad Wealth Partners, LLC 0.25% of their portfolio LAWRENCE, KS 122,204122.2k $4.2m $4.2m 0.25% New
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 119,529119.5k $3.8m $3.8m 0.00% Added +2.4k +2,407
29 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 110,391110.4k $3.5m $3.5m 0.02% Reduced -3.1k -3,082
30 Lynx Investment Advisory 1.16% of their portfolio WASHINGTON, DC, DC 110,305110.3k $3.5m $3.5m 1.16% Reduced -23.0k -23,000
31 Harvest Investment Services, LLC 0.54% of their portfolio Oakbrook Terrace, IL 110,055110.1k $3.5m $3.5m 0.54% Added +4.8k +4,782
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 107,669107.7k $3.4m $3.4m 0.00% Added +29.8k +29,777
33 Compass Financial Services Inc 1.28% of their portfolio WEST DES MOINES, IA 107,269107.3k $3.4m $3.4m 1.28% Added +9.8k +9,803
34 Trueblood Wealth Management, LLC 1.19% of their portfolio LIMA, OH 106,896106.9k $3.4m $3.4m 1.19% Added +6.5k +6,498
35 FSB PREMIER WEALTH MANAGEMENT, INC. 0.94% of their portfolio WATERLOO, IA 104,153104.2k $3.3m $3.3m 0.94% Added +97.1k +97,073
36 Gateway Wealth Partners, LLC 0.20% of their portfolio APPLETON, WI 102,791102.8k $3.3m $3.3m 0.20% Reduced -95.2k -95,235
37 WealthBridge Capital Management, LLC 0.64% of their portfolio WESTERVILLE, OH 100,468100.5k $3.2m $3.2m 0.64% Added +14.2k +14,231
38 SMART Wealth LLC 0.69% of their portfolio Omaha, NE 99,37199.4k $3.2m $3.2m 0.69% Reduced -12.8k -12,754
39 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 98,63898.6k $3.2m $3.2m 0.02% Added +11.2k +11,230
40 Twelve Points Wealth Management LLC 0.62% of their portfolio CONCORD, MA 96,31696.3k $3.1m $3.1m 0.62% Added +3.0k +3,001
41 Hobart Private Capital, LLC 0.53% of their portfolio CHARLOTTE, NC 96,22796.2k $3.1m $3.1m 0.53% Added +5.7k +5,747
42 Owen LaRue, LLC 1.04% of their portfolio ELIZABETHTOWN, KY 93,40593.4k $3.0m $3.0m 1.04% Reduced -39.7k -39,683
43 Foundations Investment Advisors, LLC 0.03% of their portfolio PHOENIX, AZ 88,19888.2k $2.8m $2.8m 0.03% Added +31.9k +31,905
44 BELLEVUE ASSET MANAGEMENT, LLC 1.29% of their portfolio BELLEVUE, WA 87,16787.2k $2.8m $2.8m 1.29% Added +1.7k +1,710
45 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 84,06784.1k $2.7m $2.7m 0.02% Reduced -3.4k -3,434
46 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 82,65482.7k $2.6m $2.6m 0.04% Added +71.3k +71,320
47 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 81,75781.8k $2.6m $2.6m 0.00% Added +17.9k +17,878
48 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 80,88780.9k $2.6m $2.6m 0.00% Added +3.7k +3,664
49 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 75,14075.1k $2.4m $2.4m 0.01% Added +20.7k +20,687
50 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 68,62968.6k $2.2m $2.2m 0.01% Added +1.9k +1,906
51 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 66,82266.8k $2.1m $2.1m 0.02% Added +3.8k +3,833
52 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 65,63765.6k $2.1m $2.1m 0.01% Added +38.6k +38,571
53 Moors & Cabot, Inc. 0.08% of their portfolio BOSTON, MA 63,31563.3k $2.0m $2.0m 0.08% Added +6.2k +6,216
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 58,90058.9k $1.9m $1.9m 0.01% Reduced -148 -148
55 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 50,43250.4k $1.6m $1.6m 0.00% Added +5.2k +5,156
56 Split Rock Private Trading & Wealth Management, LLC 1.08% of their portfolio Cloquet, MN 49,18049.2k $1.6m $1.6m 1.08% Added +3.3k +3,338
57 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 48,20648.2k $1.5m $1.5m 0.03% Reduced -48 -48
58 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 47,49647.5k $1.5m $1.5m 0.04% Added +2.5k +2,493
59 RiverTree Advisors, LLC 0.87% of their portfolio WINTER PARK, FL 46,25046.2k $1.5m $1.5m 0.87% New
60 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 46,21246.2k $1.5m $1.5m 0.00% Added +26.3k +26,331
61 Mission Creek Capital Partners, Inc. 0.25% of their portfolio SAN FRANCISCO, CA 43,67643.7k $1.4m $1.4m 0.25% Reduced -4.5k -4,511
62 TCFG Investment Advisors, LLC 0.47% of their portfolio LAGUNA NIGUEL, CA 43,18543.2k $1.4m $1.4m 0.47% Added +171 +171
63 Elevated Capital Advisors, LLC 0.36% of their portfolio SANDY, UT 40,71840.7k $1.3m $1.3m 0.36% Added +62 +62
64 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 40,64840.6k $1.3m $1.3m 0.00% Added +761 +761
65 COTTONWOOD CAPITAL ADVISORS, LLC 0.77% of their portfolio SALT LAKE CITY, UT 39,88939.9k $1.3m $1.3m 0.77% Reduced -202 -202
66 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 38,50838.5k $1.2m $1.2m 0.04% New
67 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 38,33538.3k $1.2m $1.2m 0.01% Added +461 +461
68 First Heartland Consultants, Inc. 0.08% of their portfolio LAKE ST. LOUIS, MO 38,28438.3k $1.2m $1.2m 0.08% New
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 38,08838.1k $1.2m $1.2m 0.00% Added +21.5k +21,498
70 Triumph Capital Management 0.19% of their portfolio DENVER, CO 33,21133.2k $1.1m $1.1m 0.19% Added +893 +893
71 Key Capital Management, INC 0.54% of their portfolio HENDERSONVILLE, TN 37075, TN 32,75232.8k $1.0m $1.0m 0.54% Added +3.5k +3,451
72 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 31,11631.1k $995.4k $995.4k 0.03% Reduced -652 -652
73 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 31,04931.0k $993.3k $993.3k 0.01% Added +4.2k +4,220
74 Legacy Wealth Managment, LLC/ID 0.41% of their portfolio BOISE, ID 30,77230.8k $984.4k $984.4k 0.41% Added +1.5k +1,534
75 Collier Financial 0.65% of their portfolio DENVER, CO 29,62329.6k $947.6k $947.6k 0.65% Reduced -3.7k -3,684
76 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 28,91828.9k $925.1k $925.1k 0.01% Reduced -3.5k -3,459
77 Intellectus Partners, LLC 0.14% of their portfolio SAN FRANCISCO, CA 25,84125.8k $826.6k $826.6k 0.14% Reduced -1.2k -1,161
78 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 25,67925.7k $821.5k $821.5k 0.01% Added +5.6k +5,587
79 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 25,43025.4k $813.5k $813.5k 0.03% Added +1.7k +1,724
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,15725.2k $827.7k $827.7k 0.00% Added +472 +472
81 Visionary Wealth Advisors 0.03% of their portfolio O'FALLON, IL 24,38824.4k $780.2k $780.2k 0.03% Added +304 +304
82 LOWE BROCKENBROUGH & CO INC 0.03% of their portfolio RICHMOND, VA 24,00424.0k $767.9k $767.9k 0.03% New
83 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,83623.8k $762.5k $762.5k 0.00% Added +25 +25
84 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 22,85722.9k $731.2k $731.2k 0.01% Added +531 +531
85 DDFG, Inc 0.14% of their portfolio THOUSAND OAKS, CA 22,55722.6k $721.6k $721.6k 0.14% Reduced -1.1k -1,144
86 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 21,84921.8k $699.0k $699.0k 0.01% Added +11.3k +11,274
87 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 21,80221.8k $697.4k $697.4k 0.00% Added +293 +293
88 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 21,50321.5k $687.9k $687.9k 0.02% Added +1.2k +1,245
89 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 21,14821.1k $676.5k $676.5k 0.00% Reduced -38 -38
90 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 20,77120.8k $664.5k $664.5k 0.00% Added +666 +666
91 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 20,44220.4k $653.9k $653.9k 0.00% Added +13.9k +13,934
92 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 20,05520.1k $641.6k $641.6k 0.01% Reduced -219 -219
93 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 19,95820.0k $638.5k $638.5k 0.01% Added +1.4k +1,380
94 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 19,57419.6k $626.2k $626.2k 0.01% Added +12.9k +12,852
95 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 19,56619.6k $625.9k $625.9k 0.02% Added +64 +64
96 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 19,50519.5k $624.0k $624.0k 0.01% Added +12.1k +12,094
97 Advisors Capital Management, LLC 0.01% of their portfolio RIDGEWOOD, NJ 18,74118.7k $599.5k $599.5k 0.01% Unchanged
98 HOWE & RUSLING INC 0.03% of their portfolio ROCHESTER, NY 18,32018.3k $586.0k $586.0k 0.03% Added +368 +368
99 Capital Investment Advisory Services, LLC 0.04% of their portfolio RALEIGH, NC 18,06518.1k $577.9k $577.9k 0.04% Reduced -1.0k -1,000
100 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 17,99318.0k $575.6k $575.6k 0.00% Added +1.0k +1,030