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FDD2 quarters
Position history for WAWaverly Advisors, LLC's holdings in FIRST TR EXCHANGE-TRADED FD
Yes. Waverly Advisors holds 155,046 shares of FDD, worth $2.9M, as of its Q2 2026 13F filing. It increased the position by 2,569 shares (+1.7%) from Q1 2026. Waverly Advisors has held FDD since Q1 2026, across 2 quarterly 13F filings.
Current Value
$2.9M
Current Shares
155,046
Total Value Change
+$160,481
Total Shares Change
+2,569
Quarter-by-Quarter History
Other major holders of FDD: MORGAN STANLEY, WELLS FARGO & COMPANY/MN