First Trust Morn DVD LeadFDLETF
13F holders, Q3 2024 (September 30)372holders +18
38new positions
22sold out
1famous investor
$41.94avg. 13F price*
At the end of Q3 2024, 372 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, up 18 from Q2 2024. 38 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($354.7M), Morgan Stanley ($278.3M) and Wells Fargo & Company ($103.5M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $113.1M |
| Exits | 22 | $11.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,925,286 shares bought and 2,651,248 shares sold, net +2,274,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| LPL Financial LLC | 0.16% | Add +7.2% | 8,454,951 | $354.7M |
| Morgan Stanley | 0.02% | Add +1.5% | 6,635,156 | $278.3M |
| Wells Fargo & Company | 0.03% | Add +8.5% | 2,467,526 | $103.5M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +0.1% | 1,943,716 | $81.5M |
| UBS Group AG | 0.02% | Add +1.8% | 1,805,404 | $75.7M |
| Cetera Investment Advisers | 0.16% | Add +1.3% | 1,780,348 | $74.7M |
| Csenge Advisory Group | 3.79% | Reduce -0.8% | 1,727,656 | $72.8M |
| Bank of America Corp. | 0.01% | Reduce -1.8% | 1,702,096 | $71.4M |
| Royal Bank of Canada | 0.02% | Add +3.8% | 1,666,357 | $69.9M |
| Rockport Wealth LLC | 18.25% | New | 1,631,650 | $68.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -32.9% | 1,570,327 | $65.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +3.6% | 1,500,805 | $63.0M |
| Osaic Holdings, Inc. | 0.12% | Reduce -2.7% | 1,262,271 | $53.0M |
| Raymond James & Associates | 0.03% | Reduce -1.0% | 1,047,255 | $43.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.6% | 1,017,098 | $42.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.4% | 1,016,171 | $42.6M |
| Stifel Financial Corp. | 0.04% | Add +0.1% | 1,015,831 | $42.6M |
| TRUE Private Wealth Advisors | 4.88% | Reduce -6.4% | 974,990 | $40.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.1% | 853,609 | $35.8M |
| Kowal Investment Group, LLC | 6.55% | Reduce -1.0% | 848,683 | $35.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +7.9% | 724,343 | $30.4M |
| Truist Financial Corp. | 0.04% | Add +3.7% | 569,505 | $23.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.5% | 565,850 | $23.7M |
| Beacon Financial Group | 2.42% | Reduce -0.1% | 529,134 | $22.2M |
| Stephens Inc. | 0.30% | Reduce -3.0% | 501,430 | $21.0M |
| Southland Equity Partners LLC | 4.88% | Add +11.1% | 478,241 | $20.1M |
| Private Advisor Group, LLC | 0.12% | Add +12.3% | 472,857 | $19.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.4% | 431,372 | $18.1M |
| HC Advisors, LLC | 12.77% | Add +8.2% | 370,237 | $15.5M |
| Bank Hapoalim BM | 2.32% | No change | 348,000 | $14.6M |
| Two Sigma Investments, LP | 0.03% | New | 332,200 | $13.9M |
| Harbour Investments, Inc. | 0.33% | Reduce -2.3% | 264,833 | $11.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -25.3% | 257,249 | $10.8M |
| D.A. Davidson & Co. | 0.08% | Add +9.1% | 241,782 | $10.1M |
| Next Level Private LLC | 3.99% | Add +3.0% | 232,090 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -1.3% | 229,366 | $9.6M |
| Summit Financial Wealth Advisors, LLC | 1.64% | Add +1.9% | 208,142 | $8.7M |
| Prospera Financial Services Inc | 0.20% | Reduce -1.7% | 189,346 | $8.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.3% | 186,112 | $7.8M |
| Key Client Fiduciary Advisors, LLC | 3.40% | Reduce -1.9% | 178,099 | $7.5M |
| First Trust Advisors LP | 0.01% | Reduce -4.9% | 173,873 | $7.3M |
| Allworth Financial LP | 0.04% | Reduce -8.1% | 170,932 | $7.2M |
| Manchester Financial Inc. | 1.55% | Add +2.5% | 170,035 | $7.1M |
| Equitable Holdings, Inc. | 0.07% | Add +52.4% | 165,534 | $6.9M |
| Hobart Private Capital, LLC | 1.75% | Add +9.1% | 163,085 | $6.8M |
| BlueChip Wealth Advisors LLC | 3.44% | Reduce -0.3% | 156,776 | $6.6M |
| Leelyn Smith, LLC | 1.18% | Add +1.5% | 155,982 | $6.5M |
| JFS Wealth Advisors, LLC | 0.43% | Reduce -0.3% | 154,830 | $6.5M |
| Mariner, LLC | 0.01% | Add +66.4% | 154,128 | $6.5M |
| Harvest Investment Services, LLC | 2.00% | Add +3.9% | 149,267 | $6.3M |
| Cozad Asset Management Inc. | 0.58% | Reduce -2.8% | 144,946 | $6.1M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -34.3% | 138,663 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +2.9% | 133,850 | $5.6M |
| Rehmann Capital Advisory Group | 0.36% | Add +6.1% | 131,653 | $5.5M |
| International Assets Investment Management, LLC | 0.44% | Add +0.5% | 129,984 | $5.5M |
| Fortis Group Advisors, LLC | 0.99% | Add +668.6% | 127,060 | $5.3M |
| World Equity Group, Inc. | 1.92% | Add +2.6% | 126,788 | $5.3M |
| AIFG Consultants Ltd. | 3.97% | Reduce -8.4% | 124,498 | $5.2M |
| Elevated Capital Advisors, LLC | 1.34% | Reduce -1.1% | 119,863 | $5.0M |
| HFG Advisors, Inc. | 4.41% | Add +0.6% | 118,576 | $5.0M |
| First Heartland Consultants, Inc. | 0.53% | Reduce -50.6% | 117,959 | $4.9M |
| Retireful, LLC | 3.61% | New | 116,131 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -10.1% | 111,791 | $4.7M |
| Wetzel Investment Advisors, Inc. | 2.36% | Reduce -4.3% | 111,602 | $4.7M |
| &partners | 0.09% | New | 111,472 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.9% | 110,313 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +209.0% | 109,631 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +5.1% | 107,715 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +1.7% | 107,210 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +1.9% | 98,782 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +381.6% | 94,889 | $4.0M |
| Independent Advisor Alliance | 0.14% | Add +3.6% | 93,669 | $3.9M |
| Bluespring Wealth Management, LLC | 0.39% | Reduce -8.5% | 91,732 | $3.8M |
| Randall & Associates Wealth Management | 3.13% | Add +1.5% | 91,072 | $3.8M |
| Mach-1 Financial Group, LLC | 2.34% | Reduce -46.0% | 90,871 | $3.8M |
| Investors Research Corp | 0.82% | Add +11.3% | 89,106 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +11.5% | 88,385 | $3.7M |
| Prosperity Consulting Group, LLC | 0.28% | New | 87,019 | $3.7M |
| Salomon & Ludwin, LLC | 0.36% | Reduce -11.0% | 85,236 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.30% | New | 84,927 | $3.6M |
| Benjamin Edwards Inc. | 0.05% | Add +1641.6% | 84,556 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -8.7% | 83,758 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -8.2% | 81,545 | $3.4M |
| PCG Wealth Advisors, LLC | 1.31% | Reduce -2.4% | 80,927 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -9.3% | 76,629 | $3.2M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -9.3% | 76,629 | $3.2M |
| Cedrus LLC | 1.19% | Add +8.1% | 76,482 | $3.2M |
| Citigroup Inc. | 0.00% | Add +3.4% | 75,392 | $3.2M |
| Total Clarity Wealth Management, Inc. | 1.01% | No change | 74,742 | $3.1M |
| IHT Wealth Management, LLC | 0.09% | Add +4.4% | 74,305 | $3.1M |
| Tudor Investment Corporation | 0.03% | Add +144.9% | 74,113 | $3.1M |
| ROI Financial Advisors, LLC | 2.13% | Add +3.0% | 73,646 | $3.1M |
| DAVENPORT & Co LLC | 0.02% | Add +18.6% | 72,581 | $3.0M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -0.8% | 71,873 | $3.0M |
| Proactive Wealth Strategies LLC | 1.67% | — | 71,806 | $3.0M |
| Raymond James Trust N.A. | 0.07% | Add +18.7% | 71,741 | $3.0M |
| GDS Wealth Management | 0.27% | Reduce -4.7% | 66,670 | $2.8M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -5.0% | 65,386 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -1.4% | 64,381 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -0.2% | 63,229 | $2.7M |
"% 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.