How many shares of FDM does HB Wealth Management, LLC own?

As of 2026-Q2, HB Wealth Management, LLC holds 45,000 shares of FDM (FIRST TR D).

What is HB Wealth Management, LLC's FDM position worth?

As of 2026-Q2, HB Wealth Management, LLC's FDM position is worth $4.2M.

When did HB Wealth Management, LLC first buy FDM?

Based on available 13F filings, HB Wealth Management, LLC first reported a position in FDM in 2022-Q3. They have held the position across 16 quarters.

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HB Wealth Management, LLC

FDM
16 quarters

Position history for HB Wealth Management, LLC's holdings in FIRST TR D

Current Value

$4.2M

Current Shares

45,000

Total Value Change

+$2.9M

Total Shares Change

+20,000

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	45,000	0.0%	$4.2M	0.0%	$92.71	0
2026-Q1	Unchanged	45,000	0.0%	$3.7M	0.0%	$81.40	0
2025-Q4	Unchanged	45,000	0.0%	$3.6M	0.0%	$78.73	0
2025-Q3	New	45,000	-	$3.4M	0.0%	$74.56	37
2025-Q2	Exited	0	-100.0%	$0	0.0%	$70.27	0
2025-Q1	Unchanged	45,000	0.0%	$2.8M	0.0%	$60.80	0
2024-Q4	Unchanged	45,000	0.0%	$3.1M	0.0%	$66.36	0
2024-Q3	Unchanged	45,000	0.0%	$2.9M	0.0%	$62.16	0
2024-Q2	Increased	45,000	+28.6%	$2.7M	0.0%	$57.93	33
2024-Q1	Unchanged	35,000	0.0%	$2.2M	0.0%	$60.15	0
2023-Q4	Increased	35,000	+40.0%	$2.1M	0.0%	$58.73	34
2023-Q3	Unchanged	25,000	0.0%	$1.4M	0.0%	$52.24	0
2023-Q2	Unchanged	25,000	0.0%	$1.4M	0.0%	$53.35	0
2023-Q1	Unchanged	25,000	0.0%	$1.3M	0.0%	$50.52	0
2022-Q4	Unchanged	25,000	0.0%	$1.4M	0.0%	$52.08	0
2022-Q3	New	25,000	-	$1.3M	0.0%	$46.64	35

Other major holders of FDM: LPL Financial LLC, Baird Financial Group, Inc.

FDM16 quarters

FDM
16 quarters