First Trust Morn DVD LeadFDLETF
13F holders, Q2 2024 (June 30)354holders −7
29new positions
37sold out
4famous investors
$37.82avg. 13F price*
At the end of Q2 2024, 354 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, down 7 from Q1 2024. 29 opened new positions and 37 sold out. The largest holders were LPL Financial LLC ($299.2M), Morgan Stanley ($247.9M) and Ameriprise Financial Inc. ($88.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $82.0M |
| Exits | 37 | $36.6M |
All 13F filers, Q1 2024 → Q2 2024: 4,094,775 shares bought and 5,323,120 shares sold, net −1,228,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| LPL Financial LLC | 0.15% | Reduce -4.5% | 7,888,179 | $299.2M |
| Morgan Stanley | 0.02% | Reduce -1.5% | 6,536,260 | $247.9M |
| Ameriprise Financial Inc. | 0.02% | Add +29.3% | 2,340,244 | $88.8M |
| Wells Fargo & Company | 0.02% | Reduce -2.8% | 2,273,479 | $86.2M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +9.5% | 1,941,020 | $73.6M |
| UBS Group AG | 0.02% | New | 1,773,137 | $67.3M |
| Cetera Investment Advisers | 0.15% | Reduce -15.4% | 1,757,771 | $66.7M |
| Csenge Advisory Group | 3.75% | Add +6.1% | 1,740,756 | $66.0M |
| Bank of America Corp. | 0.01% | Add +2.4% | 1,732,343 | $65.7M |
| Royal Bank of Canada | 0.01% | Reduce -7.1% | 1,604,824 | $60.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.8% | 1,447,886 | $54.9M |
| Osaic Holdings, Inc. | 0.12% | Reduce -24.8% | 1,297,348 | $49.2M |
| Raymond James & Associates | 0.03% | Reduce -2.5% | 1,057,984 | $40.1M |
| TRUE Private Wealth Advisors | 4.47% | Reduce -6.1% | 1,041,235 | $39.5M |
| Stifel Financial Corp. | 0.04% | Reduce -19.6% | 1,014,618 | $38.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 992,531 | $37.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.9% | 945,101 | $35.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +7.0% | 899,621 | $34.1M |
| Kowal Investment Group, LLC | 6.49% | Reduce -20.3% | 857,616 | $32.5M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -7.9% | 671,391 | $25.5M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -1.3% | 562,818 | $21.3M |
| Truist Financial Corp. | 0.03% | Reduce -6.2% | 549,205 | $20.8M |
| Beacon Financial Group | 2.29% | No change | 529,942 | $20.1M |
| Stephens Inc. | 0.30% | Reduce -2.1% | 516,912 | $19.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -4.4% | 437,401 | $16.6M |
| Southland Equity Partners LLC | 4.66% | Add +5.9% | 430,386 | $16.3M |
| Private Advisor Group, LLC | 0.11% | Reduce -22.1% | 421,073 | $16.0M |
| Bank Hapoalim BM | 1.95% | No change | 348,000 | $13.2M |
| HC Advisors, LLC | 11.97% | Add +0.2% | 342,069 | $13.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.7% | 344,256 | $12.0M |
| Spectrum Wealth Advisory Group, LLC | 11.38% | Add +5.5% | 280,641 | $10.6M |
| Harbour Investments, Inc. | 0.35% | Reduce -5.2% | 270,961 | $10.3M |
| First Heartland Consultants, Inc. | 0.90% | Add +348.2% | 238,741 | $9.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +0.2% | 232,428 | $8.8M |
| Next Level Private LLC | 3.91% | Add +132.9% | 225,279 | $8.5M |
| D.A. Davidson & Co. | 0.07% | Add +1.2% | 221,565 | $8.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -23.0% | 210,967 | $8.0M |
| Summit Financial Wealth Advisors, LLC | 1.57% | Reduce -3.1% | 204,208 | $7.7M |
| Allworth Financial LP | 0.05% | Reduce -0.3% | 185,995 | $7.4M |
| Prospera Financial Services Inc | 0.20% | Reduce -42.0% | 192,535 | $7.3M |
| First Trust Advisors LP | 0.01% | Add +1.5% | 182,792 | $6.9M |
| Key Client Fiduciary Advisors, LLC | 3.48% | Reduce -0.9% | 181,566 | $6.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.6% | 171,847 | $6.5M |
| ICA Group Wealth Management, LLC | 3.85% | Reduce -57.0% | 169,234 | $6.4M |
| Mach-1 Financial Group, LLC | 4.51% | Add +6.4% | 168,344 | $6.4M |
| Manchester Financial Inc. | 1.55% | Add +17.8% | 165,862 | $6.3M |
| BlueChip Wealth Advisors LLC | 3.51% | Add +22.9% | 157,270 | $6.0M |
| JFS Wealth Advisors, LLC | 0.46% | Add +0.3% | 155,262 | $5.9M |
| Leelyn Smith, LLC | 1.13% | Reduce -1.2% | 153,663 | $5.8M |
| Hobart Private Capital, LLC | 1.61% | Add +39.2% | 149,440 | $5.7M |
| Cozad Asset Management Inc. | 0.56% | Reduce -2.0% | 149,179 | $5.7M |
| Harvest Investment Services, LLC | 2.16% | Add +0.0% | 143,725 | $5.5M |
| AIFG Consultants Ltd. | 3.83% | Reduce -9.5% | 135,965 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -3.3% | 130,070 | $4.9M |
| International Assets Investment Management, LLC | 0.46% | Reduce -2.0% | 129,382 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.7% | 124,316 | $4.7M |
| Rehmann Capital Advisory Group | 0.34% | Add +9.1% | 124,114 | $4.7M |
| World Equity Group, Inc. | 1.40% | Add +68.5% | 123,534 | $4.7M |
| Elevated Capital Advisors, LLC | 1.29% | Reduce -57.2% | 121,202 | $4.6M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -12.3% | 120,190 | $4.6M |
| Wetzel Investment Advisors, Inc. | 2.58% | Add +0.2% | 116,603 | $4.5M |
| HFG Advisors, Inc. | 4.17% | Reduce -2.3% | 117,869 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.5% | 111,352 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Add +2.4% | 108,614 | $4.1M |
| GTS Securities LLC | 0.09% | New | 108,545 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -2.1% | 105,394 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +5.5% | 102,525 | $3.9M |
| Bluespring Wealth Management, LLC | 0.41% | Reduce -3.0% | 100,299 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +694.1% | 99,672 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +8.7% | 96,961 | $3.7M |
| Salomon & Ludwin, LLC | 0.40% | Reduce -44.9% | 95,789 | $3.6M |
| Mariner, LLC | 0.01% | Add +5.1% | 92,634 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -6.2% | 91,763 | $3.5M |
| Independent Advisor Alliance | 0.12% | Add +3.1% | 90,390 | $3.4M |
| Randall & Associates Wealth Management | 3.06% | Reduce -1.7% | 89,688 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -16.7% | 88,845 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +15.5% | 86,644 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.6% | 84,437 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -6.6% | 84,437 | $3.2M |
| PCG Wealth Advisors, LLC | 1.37% | Reduce -18.2% | 82,912 | $3.1M |
| Investors Research Corp | 0.71% | Add +8.0% | 80,065 | $3.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 79,291 | $3.0M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +1.9% | 77,407 | $2.9M |
| Total Clarity Wealth Management, Inc. | 0.98% | Reduce -0.5% | 74,742 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -0.7% | 72,891 | $2.8M |
| Teamwork Financial Advisors, LLC | 0.41% | Reduce -5.6% | 72,795 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -1.4% | 72,436 | $2.7M |
| ROI Financial Advisors, LLC | 1.99% | Reduce -0.3% | 71,516 | $2.7M |
| IHT Wealth Management, LLC | 0.10% | Add +19.1% | 71,195 | $2.7M |
| Cedrus LLC | 1.34% | Add +7.5% | 70,779 | $2.7M |
| GDS Wealth Management | 0.29% | Reduce -12.6% | 69,954 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +10.7% | 68,821 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +1.9% | 65,296 | $2.5M |
| Sargent Investment Group, LLC | 0.50% | Reduce -1.0% | 64,777 | $2.5M |
| Comerica Bank | 0.01% | Reduce -17.7% | 64,022 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +0.6% | 63,357 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.7% | 61,191 | $2.3M |
| Raymond James Trust N.A. | 0.05% | Add +0.6% | 60,437 | $2.3M |
| Collaborative Wealth Managment Inc. | 1.09% | Reduce -5.0% | 59,059 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +3.2% | 55,344 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -36.0% | 54,120 | $2.1M |
| Bison Wealth, LLC | 0.33% | No change | 52,009 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -5.4% | 52,631 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -9.9% | 52,282 | $2.0M |
| Quad-Cities Investment Group, LLC | 1.08% | Add +1.0% | 51,413 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.76% | Reduce -0.5% | 51,381 | $1.9M |
| IFP Advisors, Inc | 0.07% | Reduce -26.6% | 47,241 | $1.8M |
| Advisory Alpha, LLC | 0.07% | Reduce -72.4% | 44,477 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.9% | 44,316 | $1.7M |
| FinTrust Capital Advisors, LLC | 0.30% | Add +47.4% | 43,158 | $1.6M |
| Virtue Capital Management, LLC | 0.27% | Reduce -2.5% | 39,479 | $1.6M |
| 1900 Wealth Management LLC | 0.15% | Reduce -0.4% | 40,891 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Add +2.1% | 40,655 | $1.5M |
| Mission Creek Capital Partners, Inc. | 0.39% | Add +0.0% | 40,535 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 40,876 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -79.1% | 39,144 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -12.7% | 38,712 | $1.5M |
| Crumly & Associates Inc. | 0.41% | Reduce -6.3% | 37,403 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.7% | 37,252 | $1.4M |
| Mgo One Seven LLC | 0.07% | Reduce -14.8% | 37,129 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -50.2% | 36,451 | $1.4M |
| Lanark Financial, Inc. | 0.12% | Reduce -3.1% | 35,951 | $1.4M |
| PFG Investments, LLC | 0.10% | New | 35,868 | $1.4M |
| Smith, Moore & Co. | 0.14% | Add +5.5% | 35,783 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +67.6% | 35,480 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -58.1% | 34,639 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -21.9% | 33,807 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Reduce -2.7% | 33,278 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -9.3% | 33,200 | $1.3M |
| Gateway Wealth Partners, LLC | 0.38% | Reduce -25.3% | 33,118 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Reduce -12.8% | 31,677 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.17% | Add +2.3% | 31,418 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.54% | Reduce -7.5% | 31,370 | $1.2M |
| US Bancorp \de | 0.00% | Reduce -18.8% | 30,969 | $1.2M |
| Private Trust Co. NA | 0.13% | Add +2.0% | 30,609 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 30,257 | $1.1M |
| Ergawealth Advisors, Inc. | 0.62% | Reduce -42.9% | 30,196 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +47.1% | 30,047 | $1.1M |
| Creative Planning | 0.00% | Add +1.1% | 29,159 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +19.6% | 27,406 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -5.4% | 27,096 | $1.0M |
| Flynn Zito Capital Management, LLC | 0.52% | Reduce -8.0% | 26,971 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -70.5% | 26,900 | $1.0M |
| Altus Wealth Group LLC | 0.51% | Add +8.1% | 26,781 | $1.0M |
| Commonwealth Financial Services, LLC | 0.21% | Add +3.4% | 26,553 | $1.0M |
| Capital Analysts, LLC | 0.04% | Add +55.2% | 25,940 | $983K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -15.7% | 25,053 | $950K |
| Good Life Advisors, LLC | 0.07% | Add +17.7% | 23,776 | $902K |
| Daymark Wealth Partners, LLC | 0.04% | New | 23,423 | $888K |
| Pinnacle Family Advisors, LLC | 0.48% | New | 22,855 | $867K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +24.6% | 22,486 | $853K |
| Arkadios Wealth Advisors | 0.06% | Reduce -18.4% | 22,217 | $843K |
| IFG Advisory, LLC | 0.05% | Add +14.3% | 21,924 | $832K |
| Creative Financial Designs Inc. | 0.07% | Reduce -75.5% | 21,636 | $821K |
| Icon Wealth Advisors, LLC | 0.07% | No change | 19,620 | $797K |
| Larson Financial Group LLC | 0.05% | Add +1.8% | 20,953 | $795K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -7.6% | 20,711 | $786K |
| Linscomb Wealth, Inc. | 0.04% | No change | 20,540 | $779K |
| Perennial Investment Advisors, LLC | 0.11% | Add +0.6% | 20,439 | $775K |
| Fisher Asset Management | 0.00% | New | 20,190 | $766K |
| Priebe Wealth Holdings LLC | 0.60% | Add +3.7% | 20,072 | $761K |
| KMG Fiduciary Partners, LLC | 0.07% | Reduce -0.7% | 20,025 | $760K |
| Lion Street Advisors, LLC | 0.28% | Reduce -12.5% | 19,959 | $757K |
| KPP Advisory Services LLC | 0.20% | Reduce -2.0% | 19,921 | $756K |
| Citadel Advisors | 0.00% | Add +56.7% | 19,754 | $749K |
| Jones Financial Companies LLLP | 0.00% | Add +430.1% | 19,702 | $747K |
| Diversified, LLC | 0.09% | No change | 19,398 | $736K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 19,305 | $732K |
| GeoWealth Management, LLC | 0.03% | Reduce -53.0% | 19,288 | $732K |
| Accel Wealth Management | 0.29% | Add +0.5% | 19,245 | $730K |
| Silver Oak Securities, Incorporated | 0.11% | Add +6.9% | 19,182 | $728K |
| tru Independence LLC | 0.22% | Reduce -17.0% | 18,890 | $716K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +6.5% | 18,609 | $706K |
| StoneX Group Inc. | 0.06% | Reduce -34.2% | 18,466 | $702K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -3.3% | 18,090 | $686K |
| Belpointe Asset Management LLC | 0.05% | Add +9.9% | 17,388 | $660K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 17,000 | $645K |
| Archford Capital Strategies, LLC | 0.10% | No change | 16,675 | $632K |
| REAP Financial Group, LLC | 0.17% | Reduce -4.4% | 16,565 | $628K |
| Fortis Group Advisors, LLC | 0.12% | New | 16,531 | $627K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -45.6% | 16,520 | $627K |
| Bank of New York Mellon Corp | 0.00% | Add +185.2% | 16,417 | $623K |
| Intrua Financial, LLC | 0.10% | Add +2.3% | 16,354 | $620K |
| Jane Street Group, LLC | 0.00% | Reduce -33.6% | 16,314 | $619K |
| L.M. Kohn & Company | 0.17% | Reduce -8.6% | 16,290 | $618K |
| Global Retirement Partners, LLC | 0.02% | Reduce -20.2% | 16,063 | $609K |
| Basepoint Wealth LLC | 0.48% | No change | 16,057 | $609K |
| Townsquare Capital LLC | 0.01% | Reduce -74.5% | 15,870 | $602K |
| Kovack Advisors, Inc. | 0.07% | New | 15,781 | $599K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -6.8% | 15,656 | $594K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -35.7% | 15,534 | $589K |
| 1776 Wealth LLC | 0.26% | Reduce -9.4% | 15,286 | $580K |
| Tucker Asset Management LLC | 0.13% | Add +9.8% | 15,129 | $574K |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.2% | 14,897 | $565K |
| Belvedere Trading LLC | 0.03% | New | 14,704 | $558K |
| Merkkuri Wealth Advisors LLC | 0.50% | — | 14,422 | $547K |
| Waverly Advisors, LLC | 0.01% | Add +24.9% | 13,787 | $523K |
| FMR LLC | 0.00% | Add +23.0% | 13,754 | $522K |
| Coppell Advisory Solutions LLC | 0.09% | — | 13,714 | $520K |
| Summit Financial, LLC | 0.02% | New | 13,287 | $504K |
| Sightline Wealth Advisors, LLC | 0.30% | Reduce -13.1% | 12,752 | $484K |
| Mattern Wealth Management LLC | 0.12% | Reduce -14.1% | 12,698 | $482K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.8% | 12,626 | $479K |
| WMG Financial Advisors, LLC | 0.25% | No change | 12,563 | $477K |
| Paragon Private Wealth Management, LLC | 0.27% | No change | 12,414 | $471K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.6% | 12,315 | $467K |
| Sunbelt Securities, Inc. | 0.05% | Add +12.1% | 12,243 | $464K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.0% | 12,091 | $459K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -12.0% | 11,695 | $444K |
| Wealthspan Partners, LLC | 0.24% | Add +55.6% | 11,597 | $440K |
| Weaver Consulting Group | 0.15% | Reduce -1.7% | 11,580 | $439K |
| Cwm, LLC | 0.00% | Reduce -28.2% | 11,546 | $438K |
| PCA Investment Advisory Services Inc. | 0.23% | Add +0.3% | 11,517 | $437K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -19.3% | 11,425 | $433K |
| MTM Investment Management, LLC | 0.18% | No change | 11,418 | $433K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.2% | 11,413 | $433K |
| Uptick Partners, LLC | 0.33% | No change | 11,166 | $430K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 11,287 | $428K |
| Fifth Third Securities, Inc. | 0.04% | New | 11,079 | $420K |
| FWG Holdings, LLC | 0.21% | Add +0.0% | 10,594 | $418K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.4% | 10,625 | $403K |
| Synovus Financial Corp. | 0.01% | Add +58.4% | 10,454 | $397K |
| Calton & Associates, Inc. | 0.20% | Reduce -0.3% | 10,373 | $393K |
| Monument Group Wealth Advisors, LLC | 0.26% | No change | 10,350 | $393K |
| Iams Wealth Management, LLC | 0.21% | Reduce -73.0% | 10,060 | $382K |
| Zacks Investment Management | 0.00% | Add +39.0% | 9,999 | $379K |
| Centaurus Financial, Inc. | 0.03% | Reduce -1.2% | 9,998 | $379K |
| Formidable Asset Management, LLC | 0.06% | Reduce -6.6% | 9,900 | $376K |
| United Bank | 0.18% | Reduce -9.1% | 9,712 | $368K |
| XML Financial, LLC | 0.04% | No change | 9,654 | $366K |
| Santori & Peters, Inc. | 0.16% | Add +0.6% | 9,621 | $365K |
| Sykon Capital LLC | 0.14% | Reduce -4.2% | 9,582 | $363K |
| Claro Advisors Inc. | 0.06% | Add +1.2% | 9,341 | $354K |
| Regions Financial Corp. | 0.00% | Reduce -1.4% | 9,259 | $351K |
| NWF Advisory Services Inc. | 0.06% | Add +0.9% | 9,250 | $351K |
| Ancora Advisors LLC | 0.01% | No change | 9,015 | $342K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -2.0% | 8,934 | $339K |
| Corient Private Wealth LP | 0.00% | Reduce -8.9% | 8,928 | $339K |
| Moseley Investment Management Inc. | 0.16% | Reduce -0.3% | 8,870 | $336K |
| Caprock Group, LLC | 0.01% | New | 8,800 | $334K |
| Clarus Group, Inc. | 0.15% | No change | 8,742 | $332K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +23.8% | 8,741 | $332K |
| Oldfather Financial Services, LLC | 0.13% | No change | 8,636 | $328K |
| Swisher Financial Concepts, Inc. | 0.32% | Reduce -0.0% | 8,400 | $318K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -1.2% | 8,348 | $316K |
| PFG Advisors | 0.02% | Add +5.1% | 7,961 | $302K |
| WealthTrust Asset Management, LLC | 0.22% | Add +0.1% | 7,902 | $300K |
| Blair William & Co. | 0.00% | Add +4.9% | 7,773 | $295K |
| Two Sigma Securities, LLC | 0.01% | New | 7,736 | $293K |
| RDA Financial Network | 0.10% | Reduce -0.7% | 7,701 | $292K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 7,680 | $291K |
| Avior Wealth Management, LLC | 0.01% | Add +5.0% | 7,617 | $289K |
| NorthRock Partners, LLC | 0.01% | No change | 7,554 | $287K |
| WESPAC Advisors SoCal, LLC | 0.07% | No change | 7,550 | $286K |
| Integrity Financial Corp | 0.18% | Reduce -8.2% | 7,540 | $286K |
| Colonial River Investments, LLC | 0.15% | Reduce -10.7% | 7,529 | $286K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,529 | $286K |
| Eagle Strategies LLC | 0.05% | Reduce -80.3% | 7,524 | $285K |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,455 | $283K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -11.3% | 7,288 | $276K |
| Principle Wealth Partners LLC | 0.02% | Add +0.3% | 7,282 | $276K |
| Waterfront Wealth Inc. | 0.07% | Reduce -6.5% | 7,165 | $272K |
| Catalyst Financial Partners LLC | 0.06% | New | 7,159 | $272K |
| Koshinski Asset Management, Inc. | 0.03% | Add +5.4% | 7,183 | $271K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Add +2.0% | 7,118 | $270K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.0% | 6,579 | $266K |
| Equitable Trust Co. | 0.02% | No change | 7,005 | $266K |
| Financial Advocates Investment Management | 0.02% | Reduce -95.6% | 6,830 | $259K |
| RFG Advisory, LLC | 0.01% | Add +7.3% | 6,784 | $257K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.9% | 6,729 | $255K |
| Old Port Advisors | 0.08% | No change | 6,715 | $255K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 6,598 | $250K |
| Twin City Private Wealth, LLC | 0.23% | Reduce -7.9% | 6,490 | $246K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.4% | 6,325 | $240K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,246 | $237K |
| Sequent Planning LLC | 0.08% | Add +3.0% | 6,210 | $235K |
| Triad Wealth Partners, LLC | 0.12% | New | 6,194 | $235K |
| LaSalle St. Investment Advisors, LLC | 0.12% | New | 6,081 | $231K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 6,055 | $230K |
| Wealthspire Advisors, LLC | 0.00% | No change | 6,000 | $228K |
| Semus Wealth Partners LLC | 0.18% | Reduce -2.3% | 5,997 | $227K |
| Aveo Capital Partners, LLC | 0.03% | Add +0.5% | 5,964 | $226K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,956 | $226K |
| Freedom Investment Management, Inc. | 0.02% | New | 5,829 | $221K |
| Sterling Investment Management, LLC | 0.17% | No change | 5,800 | $220K |
| Aptus Capital Advisors, LLC | 0.00% | New | 5,603 | $213K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 5,511 | $209K |
| Strategic Financial Concepts, LLC | 0.12% | Add +1737.5% | 164,030 | $206K |
| Zions Bancorporation, N.A. | 0.02% | New | 5,400 | $205K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 5,400 | $205K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.6% | 5,399 | $205K |
| Alpha Omega Group, Inc. | 0.26% | Reduce -20.7% | 5,339 | $203K |
| Sweet Financial Partners, LLC | 0.05% | No change | 5,319 | $202K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -5.4% | 5,293 | $201K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -28.6% | 4,988 | $189K |
| Benjamin Edwards Inc. | 0.04% | Reduce -40.1% | 4,855 | $184K |
| PSI Advisors, LLC | 0.05% | Reduce -4.5% | 4,505 | $171K |
| Bessemer Group Inc. | 0.00% | No change | 4,360 | $165K |
| Emfo, LLC | 0.14% | No change | 4,060 | $154K |
| Tsfg, LLC | 0.04% | Add +11.3% | 4,000 | $152K |
| Bellevue Asset Management, LLC | 0.08% | No change | 3,994 | $151K |
| Spire Wealth Management | 0.01% | Reduce -16.3% | 3,963 | $150K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Reduce -0.0% | 3,610 | $137K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 3,464 | $131K |
| Beacon Capital Management, LLC | 0.02% | No change | 3,211 | $122K |
| Kelly Financial Services LLC | 0.04% | New | 3,141 | $119K |
| Tyler-Stone Wealth Management | 0.05% | No change | 3,078 | $117K |
| Assetmark, Inc. | 0.00% | Reduce -94.3% | 2,660 | $101K |
| GAMMA Investing LLC | 0.01% | No change | 2,565 | $97K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 2,391 | $91K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -9.9% | 2,218 | $84K |
| Transcendent Capital Group LLC | 0.05% | No change | 2,200 | $83K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $76K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,900 | $72K |
| First Financial Corp. | 0.04% | No change | 1,875 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 1,832 | $69K |
| National Bank of Canada | 0.00% | No change | 1,702 | $64K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,300 | $49K |
| Raleigh Capital Management Inc. | 0.02% | Add +1.1% | 1,199 | $45K |
| Wolff Wiese Magana LLC | 0.03% | No change | 1,135 | $43K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 1,000 | $38K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,000 | $38K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 926 | $35K |
| Cape Investment Advisory, Inc. | 0.02% | New | 898 | $34K |
| North Star Investment Management Corp. | 0.00% | No change | 855 | $32K |
| Planning Capital Management Corp | 0.02% | Add +1.3% | 834 | $32K |
| Addison Advisors LLC | 0.01% | No change | 800 | $30K |
| Institutional & Family Asset Management, LLC | 0.00% | Add +1.2% | 769 | $29K |
| Pathway Financial Advisers, LLC | 0.01% | Add +124.5% | 723 | $27K |
| Creekmur Asset Management LLC | 0.01% | Reduce -51.7% | 666 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.0% | 579 | $24K |
| IAG Wealth Partners, LLC | 0.00% | New | 604 | $23K |
| AlphaMark Advisors, LLC | 0.01% | No change | 550 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 577 | $21K |
| Glassman Wealth Services | 0.00% | No change | 525 | $20K |
| AdvisorNet Financial, Inc | 0.00% | No change | 498 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -41.9% | 500 | $19K |
| Semmax Financial Advisors Inc. | 0.01% | New | 458 | $18K |
| Northwest Bank & Trust Co | 0.01% | No change | 368 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 350 | $13K |
| NBT Bank, N.A. | 0.00% | Reduce -26.3% | 295 | $11K |
| Key Financial Inc | 0.00% | Reduce -68.0% | 283 | $11K |
| Financial Perspectives, Inc | 0.00% | No change | 275 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 248 | $9K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 220 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 200 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 200 | $8K |
| Hilltop National Bank | 0.00% | No change | 179 | $7K |
| Sound Income Strategies, LLC | 0.00% | Reduce -89.8% | 165 | $6K |
| Tidemark, LLC | 0.00% | No change | 102 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 101 | $4K |
| 1832 Asset Management L.P. | 0.00% | New | 100 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 36 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2 | $0 |
"% 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.