First Trust Morn DVD LeadFDLETF
13F holders, Q4 2024 (December 31)405holders +33
30new positions
25sold out
2famous investors
$40.28avg. 13F price*
At the end of Q4 2024, 405 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, up 33 from Q3 2024. 30 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($366.8M), Morgan Stanley ($281.3M) and Raymond James Financial Inc. ($127.3M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $22.4M |
| Exits | 25 | $29.2M |
All 13F filers, Q3 2024 → Q4 2024: 6,505,241 shares bought and 1,488,725 shares sold, net +5,016,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| LPL Financial LLC | 0.15% | Add +7.8% | 9,111,719 | $366.8M |
| Morgan Stanley | 0.02% | Add +5.3% | 6,986,046 | $281.3M |
| Raymond James Financial Inc. | 0.05% | — | 3,162,621 | $127.3M |
| Ameriprise Financial Inc. | 0.03% | Add +91.5% | 3,007,755 | $121.1M |
| Wells Fargo & Company | 0.03% | Add +11.0% | 2,739,773 | $110.3M |
| Bank of America Corp. | 0.01% | Add +22.5% | 2,084,400 | $83.9M |
| UBS Group AG | 0.02% | Add +10.8% | 2,001,293 | $80.6M |
| Royal Bank of Canada | 0.02% | Add +18.1% | 1,967,996 | $79.2M |
| Rockport Wealth LLC | 34.93% | Add +19.6% | 1,951,507 | $78.6M |
| Cetera Investment Advisers | 0.15% | Add +0.9% | 1,795,870 | $72.3M |
| Csenge Advisory Group | 3.81% | Add +0.8% | 1,741,230 | $70.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.6% | 1,555,353 | $62.6M |
| Stifel Financial Corp. | 0.05% | Add +17.0% | 1,188,421 | $47.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -10.8% | 1,125,841 | $45.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.7% | 1,034,606 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.9% | 997,282 | $40.2M |
| TRUE Private Wealth Advisors | 4.68% | Reduce -1.9% | 956,968 | $38.5M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +14.6% | 829,815 | $33.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.4% | 755,969 | $30.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.6% | 580,744 | $23.4M |
| Truist Financial Corp. | 0.04% | Reduce -0.1% | 569,172 | $22.9M |
| Stephens Inc. | 0.31% | Add +9.6% | 549,604 | $22.1M |
| Beacon Financial Group | 2.31% | Add +0.8% | 533,217 | $21.5M |
| Private Advisor Group, LLC | 0.11% | Add +7.2% | 507,023 | $20.4M |
| Southland Equity Partners LLC | 4.50% | Add +0.5% | 480,688 | $19.4M |
| HighTower Advisors, LLC | 0.02% | Add +1.0% | 435,555 | $17.5M |
| D.A. Davidson & Co. | 0.13% | Add +58.5% | 383,307 | $15.4M |
| HC Advisors, LLC | 11.93% | Reduce -0.3% | 369,217 | $14.9M |
| Bank Hapoalim BM | 2.37% | No change | 348,000 | $14.0M |
| Kestra Advisory Services, LLC | 0.08% | Add +32.5% | 340,813 | $13.8M |
| Harbour Investments, Inc. | 0.38% | Add +23.8% | 327,921 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +191.7% | 276,811 | $11.1M |
| Prospera Financial Services Inc | 0.26% | Add +45.1% | 274,693 | $11.1M |
| Next Level Private LLC | 3.98% | Add +5.7% | 245,266 | $9.9M |
| Summit Financial Wealth Advisors, LLC | 1.81% | Add +6.9% | 222,503 | $9.3M |
| Mariner, LLC | 0.01% | Add +37.8% | 212,316 | $8.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -10.1% | 206,223 | $8.3M |
| Manchester Financial Inc. | 1.81% | Add +20.7% | 205,243 | $8.3M |
| Independent Advisor Alliance | 0.11% | Add +111.0% | 197,601 | $8.0M |
| McAdam, LLC | 0.42% | New | 191,975 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.6% | 190,900 | $7.7M |
| Hobart Private Capital, LLC | 1.90% | Add +16.4% | 189,904 | $7.6M |
| First Trust Advisors LP | 0.01% | Add +4.6% | 181,925 | $7.3M |
| &partners | 0.09% | Add +58.8% | 177,053 | $7.2M |
| Equitable Holdings, Inc. | 0.07% | Add +6.8% | 176,759 | $7.1M |
| Key Client Fiduciary Advisors, LLC | 3.15% | Reduce -1.8% | 174,835 | $7.0M |
| Allworth Financial LP | 0.04% | Reduce -0.7% | 169,691 | $6.9M |
| BlueChip Wealth Advisors LLC | 3.67% | Add +5.0% | 164,543 | $6.6M |
| Leelyn Smith, LLC | 1.11% | Reduce -0.5% | 155,219 | $6.2M |
| Cozad Asset Management Inc. | 0.58% | Add +6.0% | 153,664 | $6.2M |
| JFS Wealth Advisors, LLC | 0.42% | Reduce -1.1% | 153,076 | $6.2M |
| Harvest Investment Services, LLC | 1.48% | Add +0.4% | 149,918 | $6.0M |
| Rehmann Capital Advisory Group | 0.37% | Add +11.4% | 146,707 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +2.9% | 142,692 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +3.7% | 138,793 | $5.6M |
| Fortis Group Advisors, LLC | 1.03% | Add +8.2% | 137,437 | $5.5M |
| World Equity Group, Inc. | 1.13% | Add +3.0% | 130,601 | $5.3M |
| International Assets Investment Management, LLC | 0.42% | Reduce -4.1% | 124,627 | $5.0M |
| First Heartland Consultants, Inc. | 0.50% | Add +3.0% | 121,434 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +12.2% | 120,278 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +150.2% | 119,721 | $4.8M |
| HFG Advisors, Inc. | 4.15% | Reduce -0.7% | 117,803 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.5% | 117,424 | $4.7M |
| Elevated Capital Advisors, LLC | 1.29% | Reduce -2.0% | 117,403 | $4.7M |
| Park Square Financial Group, LLC | 3.16% | — | 113,618 | $4.6M |
| Wetzel Investment Advisors, Inc. | 2.19% | Reduce -2.9% | 108,324 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -1.0% | 106,652 | $4.3M |
| Prosperity Consulting Group, LLC | 0.31% | Add +18.0% | 102,672 | $4.1M |
| Genesis Private Wealth, LLC | 2.24% | — | 100,818 | $4.1M |
| Investors Research Corp | 0.87% | Add +10.8% | 98,750 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -0.6% | 98,191 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +19.5% | 97,433 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.8% | 97,459 | $3.9M |
| Randall & Associates Wealth Management | 3.20% | Add +5.0% | 95,673 | $3.9M |
| Compass Financial Services Inc | 2.16% | — | 94,879 | $3.8M |
| Arax Advisory Partners | 0.23% | New | 92,002 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +2.8% | 90,821 | $3.7M |
| Wisconsin Wealth Advisors, LLC | 5.37% | — | 90,482 | $3.6M |
| Bluespring Wealth Management, LLC | 0.37% | Reduce -1.8% | 90,062 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +1.6% | 85,116 | $3.4M |
| Benjamin Edwards Inc. | 0.05% | Reduce -0.1% | 84,463 | $3.4M |
| CFS Investment Advisory Services, LLC | 0.30% | Reduce -2.1% | 83,138 | $3.3M |
| Salomon & Ludwin, LLC | 0.34% | Reduce -6.3% | 79,841 | $3.2M |
| PCG Wealth Advisors, LLC | 1.18% | Reduce -1.6% | 79,672 | $3.2M |
| RiverTree Advisors, LLC | 2.09% | Add +855.2% | 79,078 | $3.2M |
| Proactive Wealth Strategies LLC | 1.65% | Add +9.4% | 78,550 | $3.2M |
| Founders Grove Wealth Partners, LLC | 0.91% | — | 78,011 | $3.1M |
| Citigroup Inc. | 0.00% | Add +0.7% | 75,948 | $3.1M |
| Forge Financial Services LLC | 2.56% | — | 72,780 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.6% | 75,418 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -1.6% | 75,418 | $3.0M |
| Total Clarity Wealth Management, Inc. | 0.98% | No change | 74,742 | $3.0M |
| ROI Financial Advisors, LLC | 2.04% | Add +1.1% | 74,419 | $3.0M |
| Barings LLC | 0.07% | Add +204.4% | 72,929 | $2.9M |
| IHT Wealth Management, LLC | 0.09% | Reduce -4.3% | 71,111 | $2.9M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -1.6% | 70,749 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.9% | 69,764 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +5.8% | 66,881 | $2.7M |
| Oppenheimer & Co. Inc. | 0.04% | Add +0.9% | 65,965 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +1.1% | 65,091 | $2.6M |
"% 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.