First Trust Morn DVD LeadFDLETF
13F holders, Q1 2024 (March 31)361holders
3famous investors
$38.46avg. 13F price*
At the end of Q1 2024, 361 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings. The largest holders were LPL Financial LLC ($317.8M), Morgan Stanley ($255.2M) and Wells Fargo & Company ($90.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Morn DVD Lead Inc.
- CUSIP
- 336917109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $39.4M |
| Exits | 28 | $89.7M |
Ownership 361 holders
| LPL Financial LLC | 0.17% | Reduce -5.0% | 8,258,577 | $317.8M |
| Morgan Stanley | 0.02% | Reduce -0.5% | 6,633,137 | $255.2M |
| Wells Fargo & Company | 0.02% | Reduce -17.0% | 2,339,725 | $90.0M |
| Cetera Investment Advisers | 0.19% | Add +1056.4% | 2,077,685 | $79.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -36.0% | 1,810,083 | $69.7M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -7.4% | 1,773,322 | $68.2M |
| Royal Bank of Canada | 0.02% | Reduce -1.5% | 1,727,251 | $66.5M |
| Osaic Holdings, Inc. | 0.15% | Reduce -13.4% | 1,725,818 | $66.4M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,691,203 | $65.1M |
| Csenge Advisory Group | 3.54% | Add +3.1% | 1,641,103 | $63.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.0% | 1,395,583 | $53.7M |
| Stifel Financial Corp. | 0.06% | Add +0.5% | 1,261,302 | $48.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 1,151,486 | $44.3M |
| TRUE Private Wealth Advisors | 4.89% | Add +14.6% | 1,108,956 | $42.7M |
| Raymond James & Associates | 0.03% | Reduce -15.8% | 1,084,547 | $41.7M |
| Kowal Investment Group, LLC | 8.94% | Reduce -0.0% | 1,075,557 | $41.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.9% | 1,009,211 | $38.8M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -19.2% | 840,843 | $32.4M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +6.1% | 729,142 | $28.1M |
| Truist Financial Corp. | 0.03% | Reduce -2.9% | 585,285 | $22.5M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -1.6% | 570,275 | $21.9M |
| Private Advisor Group, LLC | 0.15% | Add +4.1% | 540,210 | $20.8M |
| Beacon Financial Group | 2.34% | Reduce -0.3% | 529,942 | $20.4M |
| Stephens Inc. | 0.32% | Reduce -4.1% | 528,147 | $20.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.0% | 457,739 | $17.6M |
| Southland Equity Partners LLC | 4.39% | Add +1.2% | 406,498 | $15.6M |
| ICA Group Wealth Management, LLC | 3.03% | Add +1.6% | 393,072 | $15.1M |
| Bank Hapoalim BM | 1.81% | New | 348,000 | $13.4M |
| HC Advisors, LLC | 6.26% | Add +15.0% | 341,439 | $13.1M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.3% | 335,231 | $12.9M |
| Prospera Financial Services Inc | 0.38% | Add +3.5% | 331,705 | $12.8M |
| Harbour Investments, Inc. | 0.39% | Add +0.9% | 285,889 | $11.0M |
| Elevated Capital Advisors, LLC | 3.12% | Add +4.6% | 283,232 | $10.9M |
| Lloyd Advisory Services, LLC. | 2.25% | New | 274,632 | $10.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.9% | 273,941 | $10.5M |
| Spectrum Wealth Advisory Group, LLC | 11.78% | Add +1.8% | 266,043 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -3.2% | 232,036 | $8.9M |
| D.A. Davidson & Co. | 0.08% | Reduce -0.2% | 218,950 | $8.4M |
| Summit Financial Wealth Advisors, LLC | 1.64% | Reduce -70.7% | 210,694 | $8.1M |
| AE Wealth Management LLC | 0.08% | Reduce -43.2% | 186,925 | $7.2M |
| Allworth Financial LP | 0.05% | Reduce -1.8% | 186,588 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 184,011 | $7.1M |
| Key Client Fiduciary Advisors, LLC | 3.74% | Add +0.2% | 183,262 | $7.1M |
| First Trust Advisors LP | 0.01% | Reduce -6.5% | 180,018 | $6.9M |
| Salomon & Ludwin, LLC | 0.57% | Reduce -7.4% | 173,691 | $6.7M |
| Advisory Alpha, LLC | 0.25% | Add +5.8% | 161,021 | $6.2M |
| Mach-1 Financial Group, LLC | 4.64% | Add +5.9% | 158,161 | $6.1M |
| Financial Advocates Investment Management | 0.35% | Reduce -25.1% | 155,859 | $6.0M |
| Leelyn Smith, LLC | 1.20% | Add +0.0% | 155,545 | $6.0M |
| JFS Wealth Advisors, LLC | 0.47% | Reduce -2.5% | 154,798 | $6.0M |
| Cozad Asset Management Inc. | 0.61% | Reduce -4.7% | 152,272 | $5.9M |
| AIFG Consultants Ltd. | 4.17% | Reduce -1.5% | 150,187 | $5.8M |
| Retireful, LLC | 2.31% | New | 144,458 | $5.6M |
| Harvest Investment Services, LLC | 2.22% | Reduce -1.3% | 143,697 | $5.5M |
| Manchester Financial Inc. | 1.41% | Add +55.5% | 140,864 | $5.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +4.8% | 137,079 | $5.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -4.2% | 134,654 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -2.7% | 134,537 | $5.2M |
| International Assets Investment Management, LLC | 0.53% | Add +1.9% | 131,991 | $5.1M |
| BlueChip Wealth Advisors LLC | 3.17% | Add +16.7% | 127,929 | $4.9M |
| HFG Advisors, Inc. | 4.12% | Add +3.7% | 120,625 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -12.6% | 119,072 | $4.6M |
| Rehmann Capital Advisory Group | 0.33% | Add +14.8% | 113,776 | $4.4M |
| D. E. Shaw & Co. | 0.01% | Add +1110.3% | 110,936 | $4.3M |
| Wetzel Investment Advisors, Inc. | 2.51% | Add +2.8% | 116,412 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.17% | Reduce -5.6% | 107,637 | $4.1M |
| Hobart Private Capital, LLC | 1.26% | Add +39.4% | 107,381 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -18.3% | 106,619 | $4.1M |
| Equitable Holdings, Inc. | 0.05% | Add +9.9% | 106,084 | $4.1M |
| Bluespring Wealth Management, LLC | 0.44% | Reduce -10.1% | 103,392 | $4.0M |
| PCG Wealth Advisors, LLC | 1.85% | Reduce -28.8% | 101,351 | $3.9M |
| Sigma Planning Corp | 0.12% | Add +66.9% | 97,809 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -2.7% | 97,192 | $3.7M |
| Next Level Private LLC | 1.71% | Reduce -0.2% | 96,731 | $3.7M |
| Renaissance Technologies | 0.01% | New | 91,300 | $3.5M |
| Randall & Associates Wealth Management | 3.17% | Add +8.0% | 91,276 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -13.0% | 90,415 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -13.0% | 90,415 | $3.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +9.7% | 89,184 | $3.4M |
| Creative Financial Designs Inc. | 0.32% | Add +2.3% | 88,371 | $3.4M |
| Mariner, LLC | 0.01% | Add +5.4% | 88,117 | $3.4M |
| Independent Advisor Alliance | 0.12% | Add +72.8% | 87,679 | $3.4M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -5.4% | 84,626 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -31.1% | 82,664 | $3.2M |
| GDS Wealth Management | 0.36% | Reduce -24.9% | 80,065 | $3.1M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 79,084 | $3.0M |
| Comerica Bank | 0.01% | Reduce -1.9% | 77,797 | $3.0M |
| Teamwork Financial Advisors, LLC | 0.46% | Reduce -18.9% | 77,084 | $3.0M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Reduce -10.5% | 75,939 | $2.9M |
| Total Clarity Wealth Management, Inc. | 1.01% | Add +0.0% | 75,129 | $2.9M |
| Investors Research Corp | 0.67% | Add +6.8% | 74,132 | $2.9M |
| Foundations Investment Advisors, LLC | 0.07% | Add +1.5% | 73,463 | $2.8M |
| Citigroup Inc. | 0.00% | Add +0.5% | 73,420 | $2.8M |
| World Equity Group, Inc. | 0.58% | Reduce -37.1% | 73,333 | $2.8M |
| OneDigital Investment Advisors LLC | 0.04% | Add +10.0% | 73,144 | $2.8M |
| ROI Financial Advisors, LLC | 2.17% | Reduce -3.1% | 71,710 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -50.6% | 71,342 | $2.7M |
| Virtu Financial LLC | 0.20% | Add +13.2% | 67,468 | $2.6M |
| Cedrus LLC | 1.38% | Add +10.7% | 65,817 | $2.5M |
| Sargent Investment Group, LLC | 0.55% | Reduce -5.3% | 65,432 | $2.5M |
"% of holder's portfolio" is FDL's weight in each manager's 13F, not the share of First Trust Morn DVD Lead Inc. the manager owns.