First Trust DJ Internet IndFDNETF

13F holders, Q2 2026 (June 30)
589holders +33
69new positions
34sold out
5famous investors
$264.23avg. 13F price*

At the end of Q2 2026, 589 institutions reported holding First Trust DJ Internet Ind (FDN) in their 13F filings, up 33 from Q1 2026. 69 opened new positions and 34 sold out. The largest holders were Morgan Stanley ($287.6M), LPL Financial LLC ($186.6M) and Wells Fargo & Company ($179.2M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
First Trust DJ Internet Ind
CUSIP
33733E302
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 508Q1 2024Q2 2024: 500Q2 2024Q3 2024: 507Q3 2024Q4 2024: 584Q4 2024Q1 2025: 557Q1 2025Q2 2025: 588Q2 2025Q3 2025: 570Q3 2025Q4 2025: 604Q4 2025Q1 2026: 556Q1 2026Q2 2026: 589Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions69$66.7M
Exits34$42.3M

All 13F filers, Q1 2026 → Q2 2026: 762,108 shares bought and 2,144,791 shares sold, net −1,382,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 589 holders

Morgan Stanley 0.02% Add +0.1% 1,086,334 $287.6M
LPL Financial LLC 0.04% Reduce -3.4% 705,057 $186.6M
Wells Fargo & Company 0.03% Reduce -5.2% 676,770 $179.2M
Bank of America Corp. 0.01% Reduce -0.2% 656,654 $173.8M
UBS Group AG 0.02% Add +44.4% 564,479 $149.4M
Raymond James Financial Inc. 0.03% Reduce -1.4% 393,245 $104.1M
Royal Bank of Canada 0.02% Add +25.0% 366,618 $97.1M
Envestnet Asset Management Inc. 0.01% Reduce -2.9% 147,526 $39.1M
Corient Private Wealth LP 0.05% Reduce -2.6% 145,505 $38.5M
Osaic Holdings, Inc. 0.04% Reduce -2.5% 130,180 $34.5M
Truist Financial Corp. 0.04% Reduce -3.6% 130,043 $34.4M
Ameriprise Financial Inc. 0.01% Reduce -7.0% 121,670 $32.2M
Stifel Financial Corp. 0.02% Reduce -3.3% 111,404 $29.5M
Commonwealth Equity Services, LLC 0.04% Add +1.4% 109,056 $28.9M
HighTower Advisors, LLC 0.03% Reduce -4.2% 99,174 $26.3M
Fisher Asset Management 0.01% Reduce -4.3% 98,784 $26.2M
Janney Montgomery Scott LLC 0.04% Reduce -1.3% 87,418 $23.1M
Earned Wealth Advisors, LLC 1.49% Reduce -2.4% 87,118 $23.1M
Cetera Investment Advisers 0.02% Reduce -0.8% 81,775 $21.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -5.4% 77,877 $20.6M
Two Sigma Investments, LP 0.02% New 75,980 $20.1M
WCG Wealth Advisors LLC 0.47% Add +8.2% 74,915 $19.8M
Warner Group LLC 4.84% Add +110.0% 74,248 $19.7M
Citadel Advisors 0.01% Add +1216.5% 65,747 $17.4M
Goldman Sachs Group Inc. 0.00% Reduce -32.9% 65,148 $17.2M
Sequoia Financial Advisors, LLC 0.08% Reduce -3.5% 62,711 $16.6M
Assetmark, Inc. 0.03% Add +4.1% 62,081 $16.4M
Tamar Securities, LLC 1.47% Reduce -20.5% 59,144 $15.7M
Jump Financial, LLC 0.15% Add +2354.5% 57,140 $15.1M
Captrust Financial Advisors 0.02% Reduce -4.2% 54,809 $14.5M
JPMorgan Chase & Co. 0.00% Reduce -12.0% 54,075 $14.3M
Susquehanna International Group, LLP 0.01% Reduce -23.5% 50,232 $13.3M
Baird Financial Group, Inc. 0.02% Reduce -10.1% 50,196 $13.3M
Jones Financial Companies LLLP 0.01% Add +5.4% 48,667 $12.6M
Benjamin Edwards Inc. 0.11% Reduce -26.3% 46,257 $12.2M
Citigroup Inc. 0.01% Reduce -96.1% 44,672 $11.8M
Beaumont Financial Advisors, LLC 0.73% Reduce -1.7% 43,410 $11.5M
Rockefeller Capital Management L.P. 0.02% Reduce -5.9% 43,325 $11.5M
Citizens Financial Group Inc. 0.13% Reduce -7.0% 40,781 $10.8M
Daymark Wealth Partners, LLC 0.24% Reduce -0.3% 37,578 $9.9M
Strategic Wealth Partners, Ltd. 0.57% New 34,787 $9.2M
Wealth Management Partners, LLC 1.97% Reduce -1.1% 31,647 $8.4M
Southland Equity Partners LLC 1.46% Reduce -0.1% 31,421 $8.3M
Peapack Gladstone Financial Corp. 0.09% Reduce -4.4% 30,345 $8.0M
SeaCrest Wealth Management, LLC 0.89% Reduce -3.9% 30,334 $8.0M
Pinnacle Associates Ltd. 0.08% Reduce -7.4% 28,088 $7.4M
Pacific Sun Financial Corp 3.07% Reduce -2.0% 28,083 $7.4M
Kestra Advisory Services, LLC 0.02% Reduce -34.8% 27,881 $7.4M
Equitable Holdings, Inc. 0.04% Add +0.9% 26,719 $7.1M
Steward Partners Investment Advisory, LLC 0.04% Add +1.5% 26,449 $7.0M
Waverly Advisors, LLC 0.04% Add +28.9% 25,293 $6.7M
Norden Group LLC 0.55% New 25,185 $6.7M
MML Investors Services, LLC 0.01% Add +2.9% 25,020 $6.6M
Private Advisor Group, LLC 0.03% Reduce -3.6% 24,654 $6.5M
Proactive Wealth Strategies LLC 1.05% Reduce -0.6% 24,640 $6.5M
Regal Investment Advisors LLC 0.33% Reduce -4.7% 24,265 $6.4M
Creative Planning 0.00% Reduce -5.0% 24,216 $6.4M
Money Concepts Capital Corp. 0.30% New 24,153 $6.4M
Arkadios Wealth Advisors 0.10% Reduce -25.5% 23,585 $6.2M
NTV Asset Management LLC 0.61% Reduce -5.6% 23,476 $6.2M
Somerset Trust Co 1.70% Reduce -0.6% 22,645 $6.0M
Plus Group Wealth Advisors LLC 5.57% Reduce -1.0% 22,379 $5.9M
Vaquero Private Wealth, Ltd. 1.17% — 21,514 $5.7M
First Trust Advisors LP 0.00% Reduce -1.1% 21,320 $5.6M
GTS Securities LLC 0.11% New 20,276 $5.4M
MeadowBrook Investment Advisors LLC 4.24% Reduce -1.7% 19,874 $5.3M
World Investment Advisors 0.09% Reduce -1.7% 22,096 $5.2M
Stephens Inc. 0.05% Reduce -2.2% 18,424 $4.9M
Pinnacle Wealth Management Advisory Group, LLC 0.27% Reduce -5.3% 17,420 $4.6M
Paragon Private Wealth Management, LLC 1.20% Reduce -5.7% 17,414 $4.6M
Kestra Private Wealth Services, LLC 0.05% Reduce -43.4% 17,407 $4.6M
Pathstone Holdings, LLC 0.01% Reduce -1.8% 17,364 $4.6M
Beacon Pointe Advisors, LLC 0.02% Add +105.4% 17,309 $4.6M
NewEdge Advisors, LLC 0.01% Reduce -17.5% 16,404 $4.3M
Holistic Financial Partners 2.64% Reduce -43.6% 16,325 $4.3M
Vestmark Advisory Solutions, Inc. 0.04% Add +0.3% 15,949 $4.2M
Prospera Financial Services Inc 0.06% Reduce -3.5% 15,655 $4.1M
Flow Traders U.S. LLC 0.17% Reduce -60.1% 15,603 $4.1M
Plotkin Financial Advisors, LLC 1.68% Reduce -4.6% 15,320 $4.1M
PNC Financial Services Group, Inc. 0.00% Reduce -4.0% 14,070 $3.7M
EP Wealth Advisors, LLC 0.01% Reduce -1.4% 13,084 $3.5M
SFI Advisors, LLC 2.96% Reduce -0.7% 12,950 $3.4M
FMR LLC 0.00% Add +3.2% 12,728 $3.4M
Gateway Wealth Partners, LLC 0.20% Reduce -42.6% 12,679 $3.4M
Modern Wealth Management, LLC 0.04% Add +149.3% 12,246 $3.2M
Toth Financial Advisory Corp. 0.31% Add +2.9% 12,171 $3.2M
Jane Street Group, LLC 0.00% New 12,129 $3.2M
IFG Advisory, LLC 0.11% Add +20073.3% 12,104 $3.2M
RFG Advisory, LLC 0.05% Add +74.7% 12,063 $3.2M
Integrated Wealth Concepts LLC 0.02% Add +44.4% 12,007 $3.2M
Kingsview Wealth Management, LLC 0.04% Add +11.8% 11,618 $3.1M
Somerset Group LLC 2.14% Add +1.4% 11,040 $3.0M
AE Wealth Management LLC 0.01% Reduce -10.2% 11,423 $3.0M
Tower Research Capital LLC (TRC) 0.07% Add +221700.0% 11,090 $2.9M
IFP Advisors, Inc 0.05% Reduce -2.3% 10,877 $2.9M
WealthBridge Capital Management, LLC 0.56% Reduce -18.8% 10,705 $2.8M
Novak & Powell Financial Services, Inc. 1.32% Reduce -1.3% 10,546 $2.8M
Concurrent Investment Advisors, LLC 0.02% Reduce -4.8% 10,526 $2.8M
Twin Peaks Wealth Advisors, LLC 0.63% Reduce -7.6% 10,463 $2.8M
Cresset Asset Management, LLC 0.01% Reduce -3.9% 10,348 $2.7M
Summit Financial, LLC 0.03% Reduce -72.4% 10,129 $2.7M
Wealthfront Advisers LLC 0.01% Add +2.3% 9,877 $2.6M
Concentrum Wealth Management 0.62% Add +1.1% 9,847 $2.6M
Mariner, LLC 0.00% Reduce -58.8% 9,847 $2.6M
Snowden Capital Advisors LLC 0.06% Add +3.8% 9,797 $2.6M
Union Bancaire Privee, UBP SA 0.03% No change 10,010 $2.6M
Rooted Wealth Advisors, Inc. 0.63% Reduce -1.6% 9,706 $2.6M
Sigma Planning Corp 0.06% Add +3.3% 9,463 $2.5M
Kraft, Davis & Associates, LLC 0.52% Reduce -3.6% 9,301 $2.5M
Quantum Private Wealth, LLC 0.63% Reduce -4.8% 9,229 $2.4M
IHT Wealth Management, LLC 0.05% Reduce -3.7% 9,215 $2.4M
Mission Creek Capital Partners, Inc. 0.43% No change 9,193 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +49.8% 8,565 $2.4M
Sowell Financial Services LLC 0.08% Add +1.8% 8,919 $2.4M
TradeWell Securities, LLC. 0.83% Add +7.4% 8,739 $2.3M
Juncture Wealth Strategies, LLC 0.59% Add +7.9% 8,565 $2.3M
Westside Investment Management, Inc. 0.29% Reduce -29.7% 8,474 $2.2M
WealthShield Partners, LLC 0.34% Reduce -3.2% 8,469 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.8% 8,469 $2.2M
Clear Creek Financial Management, LLC 0.14% Reduce -0.8% 8,444 $2.2M
Fifth Third Bancorp 0.00% Reduce -6.9% 8,391 $2.2M
Oppenheimer & Co. Inc. 0.02% Reduce -49.6% 8,320 $2.2M
Bawa N Mallick Trust 0.70% Add +34.4% 8,200 $2.2M
Bank of New York Mellon Corp 0.00% Reduce -10.3% 8,180 $2.2M
Farther Finance Advisors, LLC 0.02% Add +18.7% 8,173 $2.2M
MTM Investment Management, LLC 0.60% No change 7,912 $2.1M
Chicago Partners Investment Group LLC 0.04% Add +66.6% 8,108 $2.1M
Harbour Investments, Inc. 0.03% Add +5.4% 7,811 $2.1M
Geneos Wealth Management Inc. 0.04% Add +24.3% 7,652 $2.0M
Wagner Wealth Management, LLC 0.37% Reduce -2.6% 7,622 $2.0M
Guerra Pan Advisors, LLC 1.12% Reduce -0.5% 7,600 $2.0M
Northbridge Financial Group, LLC 0.73% Reduce -12.7% 7,215 $1.9M
Midwest Financial Network, LLC 1.30% Reduce -21.6% 7,195 $1.9M
Dumont & Blake Investment Advisors LLC 0.42% Add +0.3% 7,109 $1.9M
Mercer Global Advisors Inc. 0.00% Reduce -24.9% 7,026 $1.9M
Onyx Bridge Wealth Group LLC 0.16% Add +1.1% 6,843 $1.8M
Sage Capital Management, LLC 0.70% Add +18.3% 6,754 $1.8M
1776 Wealth LLC 0.62% No change 6,683 $1.8M
Cerity Partners LLC 0.00% Reduce -56.2% 6,573 $1.7M
Pine Valley Investments Ltd Liability Co 0.07% Add +2.9% 6,553 $1.7M
Advisory Services Network, LLC 0.02% Reduce -11.4% 6,553 $1.7M
Global Retirement Partners, LLC 0.03% — 6,486 $1.7M
BlackRock, Inc. 0.00% Add +222.0% 6,366 $1.7M
Mosaic Financial Group, LLC 1.07% Add +0.6% 6,343 $1.7M
Resolute Wealth Strategies, LLC 0.64% Reduce -0.6% 6,269 $1.7M
&partners 0.01% Reduce -11.6% 6,083 $1.6M
Iams Wealth Management, LLC 0.48% Reduce -2.8% 6,053 $1.6M
Antonelli Financial Advisors, LLC 1.08% Reduce -32.5% 5,961 $1.6M
D.A. Davidson & Co. 0.01% Add +6.0% 5,699 $1.5M
Western Wealth Management, LLC 0.05% Reduce -2.6% 5,679 $1.5M
HFG Advisors, Inc. 0.92% Add +0.8% 5,567 $1.5M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -0.6% 5,414 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Reduce -16.4% 5,348 $1.4M
Defined Wealth Management, LLC 0.72% Reduce -1.1% 5,303 $1.4M
Mutual Advisors, LLC 0.03% Add +161.2% 5,258 $1.4M
Mgo One Seven LLC 0.02% Reduce -0.9% 5,243 $1.4M
Unconventional Investor, LLC 0.56% No change 5,101 $1.4M
Sound Income Strategies, LLC 0.06% Reduce -14.0% 5,099 $1.3M
SP Asset Management LLC 0.11% No change 5,063 $1.3M
Vanguard National Trust Co 0.07% No change 5,001 $1.3M
Quantinno Capital Management LP 0.00% Reduce -7.2% 4,922 $1.3M
Park Avenue Securities LLC 0.01% Reduce -6.9% 4,852 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.4% 4,834 $1.3M
OneAscent Financial Services LLC 0.06% New 4,831 $1.3M
Ayalon Insurance Comp Ltd. 0.15% No change 4,758 $1.3M
Bank of Montreal 0.00% Reduce -3.9% 4,726 $1.3M
PCG Wealth Advisors, LLC 0.28% Reduce -4.1% 4,677 $1.2M
Apollon Wealth Management, LLC 0.01% Add +3.8% 4,672 $1.2M
AQR Capital Management 0.00% Add +86.5% 4,575 $1.2M
Global Assets Advisory, LLC 0.26% New 4,464 $1.2M
Cornerstone Wealth Management, LLC 0.05% Reduce -4.6% 4,465 $1.2M
Ashton Thomas Private Wealth, LLC 0.02% Reduce -4.3% 4,327 $1.1M
Kovack Advisors, Inc. 0.05% Add +0.9% 4,207 $1.1M
StoneX Group Inc. 0.04% Add +44.9% 4,187 $1.1M
DHJJ Financial Advisors, Ltd. 0.32% Reduce -0.5% 4,175 $1.1M
Meitav Investment House Ltd. 0.01% Reduce -8.1% 4,138 $1.1M
Brookstone Capital Management 0.01% Add +1.0% 4,122 $1.1M
Centaurus Financial, Inc. 0.04% Add +1.3% 7,722 $1.1M
NewEdge Wealth, LLC 0.01% Reduce -1.0% 4,076 $1.1M
Cahill Financial Advisors Inc. 0.10% Reduce -3.3% 4,069 $1.1M
Keebeck Wealth Management 0.10% No change 4,059 $1.1M
Valeo Financial Advisors, LLC 0.02% Reduce -6.4% 4,051 $1.1M
HighPoint Advisor Group LLC 0.04% Reduce -62.1% 3,896 $1.0M
Dynamic Advisor Solutions LLC 0.03% Reduce -43.5% 3,748 $992K
Sargent Investment Group, LLC 0.12% No change 3,733 $988K
Barclays PLC 0.00% No change 3,700 $979K
Integrity Alliance, Llc. 0.03% Reduce -3.0% 3,681 $974K
HB Wealth Management, LLC 0.01% Add +11.8% 3,653 $967K
Great Valley Advisor Group, Inc. 0.02% Reduce -0.5% 3,643 $964K
Perennial Investment Advisors, LLC 0.06% No change 3,607 $955K
Evelyn Partners Group Ltd 0.02% — 8,402 $947K
Pinnacle Financial Partners, Inc. 0.01% Add +1.9% 3,562 $943K
Princeton Global Asset Management LLC 0.13% Reduce -7.9% 3,515 $930K
Alchemi Wealth, LLC 0.43% Reduce -4.4% 3,484 $922K
Gladstone Institutional Advisory LLC 0.03% Reduce -10.3% 3,320 $879K
Independent Financial Group, LLC 0.02% Add +7.5% 3,299 $873K
BNP Paribas Financial Markets 0.00% Reduce -99.2% 3,185 $843K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.9% 3,155 $835K
Jacobi Capital Management LLC 0.04% No change 3,140 $831K
Miramontes Capital, LLC 0.26% Reduce -0.7% 3,129 $828K
Topsail Wealth Management, LLC 0.11% No change 3,119 $826K
Capital Investment Counsel, LLC 0.10% Reduce -1.9% 3,085 $817K
Parallel Advisors, LLC 0.01% Add +138.1% 3,079 $815K
Equitable Trust Co. 0.03% No change 3,072 $813K
Bensler, LLC 0.07% Reduce -11.0% 3,072 $813K
HBK Sorce Advisory LLC 0.02% Reduce -1.2% 2,818 $810K
Sequent Planning LLC 0.17% Reduce -0.0% 2,983 $790K
Qube Research & Technologies Ltd 0.00% New 2,971 $786K
LaSalle St. Investment Advisors, LLC 0.10% Reduce -1.7% 2,969 $786K
Kesler, Norman & Wride, LLC 0.12% No change 2,928 $775K
Harvest Investment Services, LLC 0.12% Add +20.5% 2,917 $772K
Lanark Financial, Inc. 0.05% Reduce -4.8% 2,888 $765K
Insigneo Advisory Services, LLC 0.03% New 2,872 $760K
QTR Family Wealth, LLC 0.26% Reduce -1.3% 2,811 $744K
HBW Advisory Services LLC 0.07% Add +1.5% 2,807 $743K
Ebert Capital Management Inc. 0.70% Reduce -5.3% 2,798 $741K
Brian Low Financial Group, LLC 0.43% New 2,793 $739K
Greenspring Advisors, LLC 0.04% No change 2,765 $732K
Harmony Asset Management LLC 0.20% Add +3.8% 2,756 $730K
United Capital Financial Advisors, LLC 0.00% No change 2,711 $717K
Silver Oak Securities, Incorporated 0.04% Add +5.7% 2,705 $716K
Arax Advisory Partners 0.00% Add +286.0% 2,702 $715K
MMBG Investment Advisors Co. 0.06% No change 2,691 $712K
Lineweaver Wealth Advisors, LLC 0.08% No change 2,676 $708K
Lido Advisors, LLC 0.00% Reduce -13.5% 2,633 $697K
Lyell Wealth Management, LP 0.04% Reduce -8.7% 2,609 $691K
Savant Capital, LLC 0.00% New 2,448 $691K
Atlantic Union Bankshares Corp 0.01% Add +9.1% 2,603 $689K
Great Lakes Advisors, LLC 0.01% Reduce -1.0% 2,579 $683K
Pinnacle Family Advisors, LLC 0.29% Add +7.3% 2,578 $682K
HF Advisory Group, LLC 0.21% Add +9.3% 2,550 $675K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% Reduce -21.7% 2,448 $648K
International Assets Investment Management, LLC 0.04% No change 2,385 $643K
Harbor Investment Advisory, LLC 0.04% No change 2,406 $637K
CoreCap Advisors, LLC 0.02% Reduce -26.6% 2,402 $636K
Commerce Bank 0.00% Add +13.3% 2,346 $621K
Smartleaf Asset Management LLC 0.02% No change 2,348 $620K
Richmond Investment Services, LLC 0.20% Reduce -49.8% 2,332 $617K
Mission Hills Financial Advisory, LLC 0.27% No change 2,331 $617K
ICONIQ Capital, LLC 0.02% No change 2,329 $617K
First International Bank of Israel Ltd. 0.17% New 2,286 $605K
TopTier Wealth Management, LLC 0.36% Reduce -0.9% 2,276 $603K
Karnit Road Accident Victims Compensation Fund 0.34% No change 2,270 $601K
Kingswood Wealth Advisors, LLC 0.02% No change 2,264 $599K
Rockline Wealth Management, LLC 0.11% No change 2,258 $598K
Capital Investment Advisory Services, LLC 0.04% Reduce -12.2% 2,240 $593K
Mullooly Asset Management, Inc. 0.18% No change 2,225 $589K
McKinley Carter Wealth Services, Inc. 0.03% No change 2,206 $584K
Choate Investment Advisors 0.01% No change 2,190 $580K
Quad-Cities Investment Group, LLC 0.21% Reduce -1.5% 2,181 $577K
O'shaughnessy Asset Management, LLC 0.00% Reduce -12.6% 2,172 $575K
Global View Capital Management LLC 0.12% Reduce -5.3% 2,165 $573K
MWA Asset Management 0.26% Reduce -10.9% 2,132 $564K
Sherman Wealth Management LLC 0.42% Reduce -7.2% 2,102 $556K
Decker Wealth Management LLC 0.12% No change 2,096 $555K
Fifth Third Securities, Inc. 0.03% Reduce -0.1% 2,069 $548K
Means Investment Co., Inc. 0.04% Reduce -1.8% 2,028 $537K
Cibc World Market Inc. 0.00% Reduce -0.3% 2,025 $536K
Blair William & Co. 0.00% No change 2,019 $534K
Novem Group 0.05% Add +2.3% 2,006 $531K
Herbst Group, LLC 0.29% New 2,000 $529K
Fusion Capital, LLC 0.12% Add +5.4% 1,999 $529K
Founders Financial Alliance, LLC 0.07% Add +1.2% 1,992 $527K
Balance Wealth Partners LLC 0.14% Reduce -3.2% 1,961 $519K
Puff Wealth Management, LLC 0.53% — 1,951 $516K
Morey & Quinn Wealth Partners, LLC 0.33% Reduce -6.3% 1,946 $515K
Spire Wealth Management 0.02% Add +56.6% 1,936 $512K
Glassman Wealth Services 0.06% No change 1,935 $512K
626 Financial, LLC 0.20% No change 1,904 $504K
Scotia Capital Inc. 0.00% Reduce -4.4% 1,903 $504K
Kestra Investment Management, LLC 0.01% New 1,896 $502K
Signature Wealth Management Partners, LLC 0.23% No change 1,867 $494K
Wedbush Securities Inc. 0.01% Reduce -57.7% 1,839 $487K
Woodward Diversified Capital, LLC 0.21% No change 1,837 $486K
Nilsine Partners, LLC 0.03% Reduce -0.4% 1,837 $486K
Choreo, LLC 0.01% Reduce -13.0% 1,835 $486K
Wealthspire Advisors, LLC 0.00% Add +12.1% 1,815 $480K
Asset Dedication, LLC 0.03% No change 1,805 $478K
PFG Advisors 0.02% Reduce -17.7% 1,795 $475K
Focus Financial Network, Inc. 0.01% Reduce -16.9% 1,789 $474K
Maltin Wealth Management, Inc. 0.16% No change 1,785 $473K
Capital Wealth Alliance, LLC 0.22% New 1,783 $472K
Stratos Wealth Advisors, LLC 0.03% No change 1,780 $471K
Golden State Wealth Management, LLC 0.04% No change 1,771 $469K
Sensible Money, LLC 0.12% No change 1,765 $467K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +4.4% 1,764 $467K
Level Four Advisory Services, LLC 0.01% Reduce -5.6% 1,734 $459K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -29.7% 1,704 $451K
Perigon Wealth Management, LLC 0.01% No change 1,704 $451K
MAI Capital Management 0.00% Add +0.9% 1,696 $449K
Ausdal Financial Partners, Inc. 0.02% No change 1,674 $443K
Madison Wealth Partners, Inc 0.06% No change 1,668 $442K
Ridgeline Wealth Planning, LLC 0.27% No change 1,627 $431K
Crown Wealth Group, LLC 0.11% No change 1,605 $425K
Rollins Financial Advisors, LLC 0.06% Reduce -16.6% 1,584 $419K
Accurate Wealth Management, LLC 0.04% Add +11.0% 1,516 $419K
Consolidated Capital Management, LLC 0.11% No change 1,576 $417K
Valley National Advisers Inc. 0.05% No change 1,566 $415K
Redstone Wealth Management, LLC 0.27% Reduce -27.1% 1,562 $413K
Elevation Point Wealth Partners, LLC 0.01% Add +0.5% 1,547 $410K
tru Independence LLC 0.18% No change 1,546 $409K
Bank Hapoalim BM 0.03% Reduce -37.4% 1,545 $409K
Garden State Investment Advisory Services LLC 0.08% Reduce -57.9% 1,544 $409K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.0% 1,537 $407K
Triumph Capital Management 0.07% Add +4.3% 1,529 $405K
Keystone Financial Group 0.02% No change 1,516 $401K
Belpointe Asset Management LLC 0.01% Add +2.5% 1,516 $401K
Quantbot Technologies LP 0.02% Reduce -43.4% 1,507 $399K
Moneta Group Investment Advisors LLC 0.00% Reduce -21.6% 1,488 $394K
J.W. Cole Advisors, Inc. 0.01% Reduce -0.4% 1,480 $392K
Dakota Wealth Management 0.01% No change 1,474 $390K
Envestnet Portfolio Solutions, Inc. 0.00% Add +12.0% 1,468 $389K
Ignite Planners, LLC 0.05% Reduce -7.0% 1,466 $388K
Garrison Point Advisors, LLC 0.15% Reduce -3.4% 1,429 $378K
Eagle Strategies LLC 0.04% No change 1,420 $376K
Robertson Stephens Wealth Management, LLC 0.01% No change 1,408 $373K
US Bancorp \de 0.00% Add +0.1% 1,399 $370K
Russell Investments Group, Ltd. 0.00% Reduce -5.7% 1,393 $369K
FSB Premier Wealth Management, Inc. 0.10% Add +1.3% 1,388 $367K
First Heartland Consultants, Inc. 0.02% Reduce -22.1% 1,371 $363K
Diversified Enterprises, LLC 0.02% Reduce -6.8% 1,363 $361K
Syntegra Private Wealth Group, LLC 0.03% No change 1,355 $359K
Patriot Investment Management Group, Inc. 0.02% No change 1,347 $357K
Sather Financial Group Inc 0.02% No change 1,340 $355K
Petix & Botte Co 0.07% Add +105.3% 1,318 $349K
PCG Asset Management, LLC 0.25% Reduce -1.9% 1,315 $348K
Koshinski Asset Management, Inc. 0.02% No change 1,311 $347K
Aspen Capital Management, LLC 0.08% Add +8.3% 1,305 $345K
NewSquare Capital LLC 0.03% Reduce -11.3% 1,302 $345K
Cordgrass Capital Advisors, LLC 0.13% No change 1,282 $339K
Nwam LLC 0.02% No change 1,257 $333K
High Net Worth Advisory Group LLC 0.07% No change 1,255 $332K
Neuberger Berman Group LLC 0.00% Reduce -0.6% 1,249 $331K
National Wealth Management Group, LLC 0.10% Reduce -1.0% 1,248 $330K
Meridian Wealth Management, LLC 0.01% Reduce -0.3% 1,247 $330K
FAS Wealth Partners, Inc. 0.02% No change 1,244 $329K
Archer Investment Corp 0.06% No change 1,242 $329K
Merit Financial Group, LLC 0.00% Reduce -19.1% 1,236 $327K
Clear Wave Wealth Management LLC 0.07% No change 1,229 $325K
Gratus Wealth Advisors, LLC 0.04% No change 1,225 $324K
Keystone Wealth Services, LLC 0.06% No change 1,214 $321K
BBR Partners, LLC 0.01% No change 1,200 $318K
HRT Financial LP 0.00% New 1,201 $317K
Ieq Capital, LLC 0.00% No change 1,194 $316K
Beto Financial Group, LLC 0.17% Reduce -49.6% 1,163 $315K
Genesee Capital Advisors, LLC 0.10% No change 1,175 $311K
Annex Advisory Services, LLC 0.01% Add +9.8% 1,171 $310K
Atlas Private Wealth Advisors 0.07% No change 1,169 $309K
Brown Advisory Inc. 0.00% Add +1.2% 1,167 $309K
Everest Financial Group LLC 0.04% No change 1,163 $308K
Emissary Wealth LLC 0.23% Reduce -3.5% 1,147 $304K
Fortune Financial Group, Inc. 0.24% Add +8.1% 1,144 $303K
PFG Investments, LLC 0.01% Add +1.4% 1,140 $302K
Insight Advisors, LLC/ PA 0.05% Reduce -3.6% 1,134 $300K
Bedel Financial Consulting, Inc. 0.03% No change 1,125 $298K
Integrated Advisors Network LLC 0.01% New 1,119 $296K
CX Institutional 0.01% Reduce -25.2% 1,115 $295K
Principal Securities, Inc. 0.00% Reduce -4.7% 1,109 $294K
Rik Saylor Financial, Inc. 0.19% No change 1,107 $293K
Monograph Wealth Advisors, LLC 0.02% No change 1,100 $291K
Fortis Capital Management LLC 0.03% No change 1,097 $290K
ATX Financial Planning, LLC 0.19% No change 1,095 $290K
Joel Isaacson & Co., LLC 0.01% No change 1,095 $290K
Signaturefd, LLC 0.00% Reduce -0.2% 1,092 $289K
QRG Capital Management, Inc. 0.00% New 1,070 $283K
Bison Wealth, LLC 0.03% New 1,044 $282K
Griffith & Werner, Inc. 0.13% Reduce -5.3% 1,062 $281K
CreativeOne Wealth, LLC 0.01% Reduce -1.7% 1,058 $280K
Cozad Asset Management Inc. 0.02% No change 1,056 $280K
Titleist Asset Management, LLC 0.02% Reduce -2.8% 1,050 $278K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% New 1,049 $278K
Apella Capital, LLC 0.00% Add +1.0% 1,022 $278K
Cambridge Advisors Inc. 0.05% No change 1,046 $277K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,018 $277K
Calton & Associates, Inc. 0.04% Reduce -24.1% 1,038 $275K
Csenge Advisory Group 0.01% Reduce -17.2% 1,017 $269K
Mathes Company, Inc. 0.08% No change 1,000 $265K
Two Sigma Securities, LLC 0.02% New 1,001 $265K
August Group Capital Ltd 0.29% No change 1,000 $265K
Howard Wealth Management, LLC 0.10% No change 1,000 $265K
Peregrine Asset Advisers, Inc. 0.06% No change 1,000 $265K
Cynosure Group, LLC 0.04% No change 1,000 $265K
Manchester Capital Management LLC 0.03% No change 1,000 $265K
Grove Bank & Trust 0.03% No change 1,000 $265K
Smith Salley Wealth Management 0.01% No change 1,000 $265K
GLOBALT Investments LLC / GA 0.01% No change 1,000 $265K
Gsa Capital Partners LLP 0.02% New 992 $263K
Advisors Capital Management, LLC 0.00% No change 991 $262K
Clarus Group, Inc. 0.09% No change 981 $260K
REAP Financial Group, LLC 0.04% Reduce -3.7% 973 $258K
Procyon Advisors, LLC 0.01% No change 969 $257K
Regions Financial Corp. 0.00% No change 966 $256K
Modera Wealth Management, LLC 0.00% No change 964 $255K
DAVENPORT & Co LLC 0.00% New 958 $254K
V2 Financial group LLC 0.09% New 950 $251K
Tempus Wealth Planning, LLC 0.05% Add +1.7% 949 $251K
Uhlmann Price Securities, LLC 0.01% No change 947 $251K
Private Trust Co. NA 0.02% Add +8.0% 933 $247K
Austin Wealth Management, LLC 0.05% Add +2.6% 912 $246K
PGIM Custom Harvest LLC 0.00% New 929 $246K
MinichMacGregor Wealth Management, LLC 0.04% Add +1.5% 927 $245K
Foster & Motley Inc. 0.01% New 911 $241K
Forum Financial Management, LP 0.00% Add +0.1% 906 $240K
Private Client Services, LLC 0.06% Reduce -0.1% 891 $236K
Childress Capital Advisors, LLC 0.04% No change 887 $235K
Baltimore-Washington Financial Advisors, Inc. 0.01% No change 884 $234K
IPG Investment Advisors LLC 0.03% No change 880 $233K
Brio Consultants, LLC 0.03% No change 880 $233K
BIP Wealth, LLC 0.01% No change 868 $230K
GAMMA Investing LLC 0.01% No change 863 $228K
Catalyst Private Wealth, LLC 0.11% No change 858 $227K
Green Ridge Wealth Planning LLC 0.10% No change 858 $227K
Point72 Asset Management 0.00% New 850 $225K
Foundations Investment Advisors, LLC 0.00% Reduce -11.5% 848 $224K
Huntleigh Advisors, Inc. 0.03% Reduce -4.9% 840 $222K
Seaview Investment Managers LLC 0.07% New 836 $221K
Waterloo Capital, L.P. 0.01% Reduce -9.8% 836 $221K
Fiduciary Financial Group, LLC 0.02% New 820 $217K
OneDigital Investment Advisors LLC 0.00% New 812 $215K
Evolution Wealth Advisors, LLC 0.03% New 807 $214K
Formidable Asset Management, LLC 0.03% New 912 $213K
Laird Norton Wetherby Trust Company, LLC 0.00% New 805 $213K
Welch & Forbes LLC 0.00% New 805 $213K
Elk River Wealth Management LLC 0.03% New 800 $212K
Capital Investment Counsel, Inc 0.02% New 800 $212K
DV Trading LLC 0.02% New 800 $212K
Patten & Patten Inc. 0.01% New 797 $211K
Summit Financial Strategies, Inc. 0.01% New 795 $210K
Bank of New Hampshire 0.04% No change 790 $209K
Ewa, LLC 0.04% New 784 $208K
Walkner Condon Financial Advisors LLC 0.02% New 779 $206K
Founders Financial Securities LLC 0.01% New 776 $205K
HUB Investment Partners, LLC 0.00% New 776 $205K
Millennium Management 0.00% Reduce -91.2% 774 $205K
Clear Point Advisors Inc. 0.18% New 770 $204K
Avaii Wealth Management, LLC 0.06% New 763 $202K
Parkway Wealth Management Group, LLC 0.02% New 758 $201K
ABLE Financial Group, LLC 0.03% New 756 $200K
Financial Consulate, Inc. 0.02% Add +15.5% 747 $198K
Strategic Investment Advisors / MI 0.01% Reduce -22.7% 738 $195K
Regatta Research & Money Management 0.18% — 733 $194K
Basepoint Wealth LLC 0.10% No change 649 $172K
Darwin Wealth Management, LLC 0.05% Reduce -7.7% 649 $172K
Banque Transatlantique SA 0.00% Add +56.8% 635 $168K
Fourth Dimension Wealth, LLC 0.05% No change 622 $165K
Aptus Capital Advisors, LLC 0.00% No change 615 $163K
Federation des caisses Desjardins du Quebec 0.00% Add +1657.1% 615 $162K
Rosenberg Matthew Hamilton 0.03% No change 611 $162K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -16.4% 541 $143K
Mather Group, Llc. 0.00% Add +42.0% 531 $141K
Key Capital Management, INC 0.07% Add +5777.8% 529 $140K
Tucker Asset Management LLC 0.03% Add +32.6% 520 $138K
Fiduciary Financial Advisors 0.01% New 513 $136K
MPWM Advisory Solutions, LLC 0.06% Reduce -31.7% 505 $134K
Ni Acquisitions Company, LLC 0.06% — 6,206 $133K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% New 499 $132K
Parkside Financial Bank & Trust 0.01% No change 497 $132K
Security National Bank 0.02% No change 495 $131K
SHP Wealth Management 0.01% Add +214.3% 440 $116K
Franklin Resources Inc. 0.00% No change 428 $113K
Abound Financial, LLC 0.04% Reduce -5.8% 410 $109K
Creative Financial Designs Inc. 0.01% No change 401 $106K
Allied Private Wealth LLC 0.07% — 389 $105K
Lodestone Wealth Management LLC 0.04% No change 395 $105K
Trust Co. of Toledo NA 0.01% No change 388 $103K
Allspring Global Investments Holdings, LLC 0.00% Add +3.1% 361 $97K
Continuum Advisory, LLC 0.01% New 365 $97K
RMG Wealth Management LLC 0.01% No change 328 $96K
Whittier Trust Co. 0.00% No change 350 $95K
Activest Wealth Management 0.02% Add +431.3% 356 $94K
Crews Bank & Trust 0.01% No change 356 $94K
Atwood & Palmer Inc. 0.00% No change 345 $91K
Kroeger Financial Partners 0.09% — 333 $88K
TD Waterhouse Canada Inc. 0.00% No change 325 $88K
Rossby Financial, LCC 0.02% Reduce -7.7% 324 $86K
Hantz Financial Services, Inc. 0.00% Add +217.7% 305 $81K
Hilton Head Capital Partners, LLC 0.04% Reduce -48.6% 298 $79K
FWL Investment Management, LLC 0.01% Reduce -3.4% 281 $74K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -29.3% 280 $74K
Murphy & Mullick Capital Management Corp 0.05% No change 278 $74K
Synergy Investment Management, LLC 0.02% No change 273 $72K
Bullseye Investment Management, LLC 0.04% No change 270 $71K
HM Payson & Co. 0.00% No change 259 $69K
JPL Wealth Management, LLC 0.01% No change 250 $66K
Institute for Wealth Management, LLC. 0.01% New 244 $65K
Cullen/Frost Bankers, Inc. 0.00% Add +119.4% 237 $63K
HHM Wealth Advisors, LLC 0.01% Add +0.4% 234 $62K
Elevation Wealth Partners, LLC 0.02% No change 232 $61K
Clearstead Advisors, LLC 0.00% No change 225 $60K
Westfuller Advisors, LLC 0.02% No change 215 $57K
Capital Advisors, Ltd. LLC 0.01% No change 211 $56K
Albion Financial Group 0.00% No change 206 $55K
Copia Wealth Management 0.03% No change 204 $54K
Salomon & Ludwin, LLC 0.00% No change 200 $54K
Peterson Wealth Management 0.02% Reduce -2.4% 202 $53K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $53K
West Branch Capital LLC 0.01% No change 194 $51K
GoalVest Advisory LLC 0.01% No change 194 $51K
Ameriflex Group, Inc. 0.02% No change 194 $51K
Cassaday & Co Wealth Management LLC 0.00% No change 190 $50K
Victory Capital Management Inc. 0.00% New 189 $50K
CENTRAL TRUST Co 0.00% No change 188 $50K
Heritage Wealth Advisors 0.00% New 185 $49K
Centennial Bank 0.02% No change 180 $48K
Pinnacle Bancorp, Inc. 0.01% No change 180 $48K
Edmond DE Rothschild Holding S.A. 0.00% No change 180 $48K
MCF Advisors LLC 0.00% Add +18.0% 177 $47K
Mosley Wealth Management 0.01% No change 175 $46K
Mowery & Schoenfeld Wealth Management, LLC 0.06% New 167 $44K
Tounjian Advisory Partners, LLC 0.02% New 166 $44K
Colonial Trust Advisors 0.00% No change 155 $41K
Glen Eagle Advisors, LLC 0.01% Reduce -27.4% 154 $41K
Cape Investment Advisory, Inc. 0.01% New 150 $40K
Abound Wealth Management 0.01% No change 150 $40K
Morse Asset Management, Inc 0.01% No change 149 $39K
TOP Private Wealth LLC. 0.04% — 138 $37K
Beacon Investment Advisory Services, Inc. 0.00% New 136 $36K
Trust Co. of Vermont 0.00% — 129 $34K
Compass Financial Management LLC 0.00% — 124 $34K
Godfrey Financial Associates, Inc. 0.03% No change 125 $33K
Key Financial Inc 0.01% No change 124 $33K
Signature Equity Partners, LLC 0.01% Add +10.0% 121 $32K
AdvisorNet Financial, Inc 0.00% Reduce -37.6% 121 $32K
Hyposwiss Advisors SA 0.03% No change 120 $32K
Park National Corp. 0.00% No change 120 $32K
Bullock Wealth Management Group 0.01% No change 108 $29K
Gill Capital Partners, LLC 0.01% No change 101 $27K
Chung Wu Investment Group, LLC 0.02% No change 100 $26K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $26K
C M Bidwell & Associates Ltd. 0.01% No change 100 $26K
LRI Investments, LLC 0.00% No change 100 $26K
Y.D. More Investments Ltd 0.00% No change 100 $26K
First Command Advisory Services, Inc. 0.00% No change 99 $26K
Aventus Investment Advisors, Inc. 0.02% No change 94 $25K
Osbon Capital Management LLC 0.02% Reduce -34.8% 92 $24K
T. Rowe Price Associates Inc. 0.00% New 85 $23K
Elevated Capital Advisors, LLC 0.01% Reduce -42.3% 82 $22K
Horizon Financial Services, LLC 0.01% No change 81 $21K
Asset Planning,Inc 0.01% No change 76 $20K
Wolff Wiese Magana LLC 0.01% No change 75 $20K
BOK Financial Private Wealth, Inc. 0.00% No change 75 $20K
Park Square Financial Group, LLC 0.18% No change 74 $20K
Global Trust Asset Management, LLC 0.01% No change 70 $19K
Networth Advisors, LLC 0.01% No change 69 $18K
Breakwater Investment Management 0.01% No change 68 $18K
McDonald Partners LLC 0.00% New 65 $17K
N.E.W. Advisory Services LLC 0.00% No change 63 $17K
Caldwell Sutter Capital, Inc. 0.01% No change 60 $16K
City State Bank 0.00% No change 60 $16K
Central Pacific Bank - Trust Division 0.00% No change 54 $14K
Napier Financial, LLC 0.00% No change 51 $14K
Noble Wealth Management PBC 0.01% No change 50 $13K
Park Place Capital Corp 0.00% No change 50 $13K
Evermay Wealth Management LLC 0.00% No change 50 $13K
Arlington Trust Co LLC 0.00% No change 50 $13K
Tidemark, LLC 0.00% No change 48 $13K
Hughes Financial Services, LLC 0.00% No change 48 $13K
Kingdom Financial Group LLC. 0.00% No change 47 $12K
Halbert Hargrove Global Advisors, LLC 0.00% No change 46 $12K
Sunrise Financial Services, LLC 0.01% No change 46 $12K
Davis Capital Management 0.01% No change 44 $12K
Barrett & Company, Inc. 0.00% No change 39 $10K
Concord Wealth Partners 0.00% New 37 $10K
Toronto Dominion Bank 0.00% Add +140.0% 36 $10K
Keating Financial Advisory Services, Inc. 0.00% No change 33 $9K
Buck Wealth Strategies, LLC 0.00% New 33 $9K
SBI Securities Co., Ltd. 0.00% No change 33 $9K
Blueline Advisors LLC 0.01% New 34 $8K
POM Investment Strategies, LLC 0.01% No change 26 $7K
Silver Grove Financial Group, Inc. 0.00% New 26 $7K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 25 $7K
Bogart Wealth, LLC 0.00% No change 19 $5K
Lloyd Advisory Services, LLC. 0.00% Reduce -66.0% 16 $4K
EverSource Wealth Advisors, LLC 0.00% No change 15 $4K
Delos Wealth Advisors, LLC 0.00% New 10 $3K
Quest 10 Wealth Builders, Inc. 0.00% Add +100.0% 10 $3K
Ancora Advisors LLC 0.00% No change 10 $3K
Gilpin Wealth Management, LLC 0.00% No change 9 $2K
Evolution Wealth Management Inc. 0.00% No change 9 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 7 $2K
Blue Trust, Inc. 0.00% Reduce -50.0% 7 $2K
Financial Network Wealth Advisors LLC 0.00% New 6 $2K
PFS Partners, LLC 0.00% No change 4 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 4 $1K
Strive Financial Group ,LLC 0.00% New 2 $529
Rothschild Investment LLC 0.00% No change 2 $529
Luminist Capital LLC 0.00% New 1 $265
Main Street Group, LTD 0.00% No change 1 $265
IMG Wealth Management, Inc. 0.00% No change 1 $265

"% of holder's portfolio" is FDN's weight in each manager's 13F, not the share of First Trust DJ Internet Ind the manager owns.