How many shares of FDD does COMMONWEALTH EQUITY SERVICES, LLC own?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC holds 137,347 shares of FDD (FIRST TR EXCHANGE-TRADED FD).

What is COMMONWEALTH EQUITY SERVICES, LLC's FDD position worth?

As of 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC's FDD position is worth $2.5M.

Is COMMONWEALTH EQUITY SERVICES, LLC buying or selling FDD?

In 2026-Q2, COMMONWEALTH EQUITY SERVICES, LLC increased their FDD position (+8.1% change in shares).

When did COMMONWEALTH EQUITY SERVICES, LLC first buy FDD?

Based on available 13F filings, COMMONWEALTH EQUITY SERVICES, LLC first reported a position in FDD in 2019-Q1. They have held the position across 30 quarters.

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COMMONWEALTH EQUITY SERVICES, LLC

FDD
30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Current Value

$2.5M

Current Shares

137,347

Total Value Change

-$259,221

Total Shares Change

-81,452

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	137,347	+8.1%	$2.5M	0.0%	$18.55	28
2026-Q1	Increased	127,015	+7.1%	$2.3M	0.0%	$17.98	28
2025-Q4	Increased	118,628	+9.4%	$2.1M	0.0%	$17.56	28
2025-Q3	Increased	108,464	+7.6%	$1.8M	0.0%	$15.91	28
2025-Q2	Decreased	100,802	-29.7%	$1.6M	0.0%	$15.14	0
2025-Q1	Increased	143,391	+160.4%	$1.9M	0.0%	$13.13	42
2024-Q4	Decreased	55,063	-4.6%	$620,000	0.0%	$10.75	0
2024-Q3	Decreased	57,709	-4.8%	$719,000	0.0%	$11.71	0
2024-Q2	Increased	60,638	+2.8%	$710,000	0.0%	$10.82	25
2024-Q1	Decreased	58,965	-10.6%	$697,000	0.0%	$10.56	0
2023-Q4	Increased	65,943	+1.7%	$796,000	0.0%	$10.74	25
2023-Q3	Increased	64,834	+0.3%	$706,000	0.0%	$9.55	25
2023-Q2	Decreased	64,671	-2.2%	$734,000	0.0%	$9.69	0
2023-Q1	Increased	66,122	+47.0%	$771,000	0.0%	$9.73	34
2022-Q4	Decreased	44,986	-0.3%	$511,000	0.0%	$9.40	0
2022-Q3	Decreased	45,111	-18.1%	$422,000	0.0%	$7.70	0
2022-Q2	Decreased	55,045	-3.8%	$598,000	0.0%	$8.89	0
2022-Q1	Increased	57,197	+8.6%	$760,000	0.0%	$10.58	27
2021-Q4	Increased	52,673	+14.1%	$759,000	0.0%	$11.19	28
2021-Q3	Decreased	46,168	-0.6%	$641,000	0.0%	$10.78	0
2021-Q2	Decreased	46,450	-3.5%	$671,000	0.0%	$11.16	0
2021-Q1	Decreased	48,161	-18.4%	$680,000	0.0%	$10.63	0
2020-Q4	Decreased	59,059	-13.1%	$759,000	0.0%	$9.82	0
2020-Q3	Decreased	67,992	-15.7%	$697,000	0.0%	$7.61	0
2020-Q2	Decreased	80,632	-29.6%	$842,000	0.0%	$7.64	0
2020-Q1	Decreased	114,496	-7.6%	$1.1M	0.0%	$6.98	0
2019-Q4	Decreased	123,954	-22.1%	$1.7M	0.0%	$10.00	0
2019-Q3	Decreased	159,104	-24.4%	$2M	0.0%	$9.05	0
2019-Q2	Decreased	210,362	-3.9%	$2.6M	0.0%	$8.86	0
2019-Q1	New	218,799	-	$2.8M	0.0%	$8.76	36

Other major holders of FDD: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

FDD30 quarters

FDD
30 quarters