FIRST TR D

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FDM·33718M105·US·ETF-13D/G

FDM (FIRST TR D) is held by 40 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($20.1M), Baird Financial Group, Inc. ($13.4M), MORGAN STANLEY ($10.5M). Net institutional sentiment: Mixed.

40

Holders

(7 Elite)

$85.1M

Total Value

59% (34)

Consensus

20 buying - 14 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)31

Insider (Form 4)57

Activist (13D/13G)52

Congressional (STOCK Act)80

Holder Quality

10

★★★★★

Elite

20

★★★★

Strong

18

★★★

Solid

56

★★

Below

53

★

Weak

Held by 40 funds

7 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists Feb 6, 2026 · Congress none

ActivistRWRobert W. Baird & Co. Inc5.1%Feb 6, 2026

View all activist filings

Top Holders

Top Holders (40)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	215,856(+0.7%)	$20.1M	0.0%	+42.46%	29
Baird Financial Group, Inc.	Increased	143,758(+3.1%)	$13.4M	0.0%	+78.85%	29
MORGAN STANLEY	Increased	112,881(+19.4%)	$10.5M	0.0%	+36.98%	33
WELLS FARGO & COMPANY/MN	Decreased	76,614(-6.3%)	$7.1M	0.0%	+72.46%	0
HB Wealth Management, LLC	Unchanged	45,000	$4.2M	0.0%	+17.85%	0
&PARTNERS	Increased	43,752(+2.2%)	$4M	0.0%	+30.23%	27
RAYMOND JAMES FINANCIAL INC	Decreased	34,600(-38.1%)	$3.2M	0.0%	+24.61%	0
JONES FINANCIAL COMPANIES LLLP	Increased	23,912(+27.4%)	$2.2M	0.0%	+17.59%	32
Virtu Financial LLC	New	19,441	$1.8M	0.1%	-5.22%	36
GOLDMAN SACHS GROUP INC	New	15,395	$1.4M	0.0%	-5.22%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	14,792	$1.4M	0.0%	-5.22%	35
TWO SIGMA INVESTMENTS, LP	Increased	14,500(+35.5%)	$1.4M	0.0%	+13.38%	33
OSAIC HOLDINGS, INC.	Increased	13,790(+29.8%)	$1.3M	0.0%	+33.60%	32
IWIntegrated Wealth Concepts LLC	New	13,231	$1.2M	0.0%	-5.22%	35
Sanctuary Advisors, LLC	Increased	12,283(+9.0%)	$1.1M	0.0%	+10.76%	28
BANK OF AMERICA CORP /DE/	Decreased	12,234(-6.5%)	$1.1M	0.0%	+57.86%	0
UBS Group AG	Decreased	11,607(-2.6%)	$1.1M	0.0%	+75.05%	0
Allworth Financial LP	Increased	11,424(+0.1%)	$1.1M	0.0%	+51.58%	25
STIFEL FINANCIAL CORP	Decreased	9,444(-1.0%)	$879,386	0.0%	+33.17%	0
Cetera Investment Advisers	Decreased	8,355(-1.8%)	$777,907	0.0%	+17.85%	0

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FDMFIRST TR D

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer