First Trust Morn DVD LeadFDLETF
13F holders, Q1 2025 (March 31)434holders +29
58new positions
23sold out
2famous investors
$43.35avg. 13F price*
At the end of Q1 2025, 434 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, up 29 from Q4 2024. 58 opened new positions and 23 sold out. The largest holders were LPL Financial LLC ($466.6M), Morgan Stanley ($324.7M) and Raymond James Financial Inc. ($165.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $125.9M |
| Exits | 23 | $9.1M |
All 13F filers, Q4 2024 → Q1 2025: 11,373,798 shares bought and 1,001,771 shares sold, net +10,372,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 434 holders
| LPL Financial LLC | 0.18% | Add +17.9% | 10,740,662 | $466.6M |
| Morgan Stanley | 0.02% | Add +7.0% | 7,475,676 | $324.7M |
| Raymond James Financial Inc. | 0.06% | Add +20.6% | 3,814,503 | $165.7M |
| Ameriprise Financial Inc. | 0.04% | Add +10.4% | 3,320,971 | $144.3M |
| Wells Fargo & Company | 0.03% | Add +2.4% | 2,804,468 | $121.8M |
| Bank of America Corp. | 0.01% | Add +13.7% | 2,369,562 | $102.9M |
| UBS Group AG | 0.02% | Add +17.2% | 2,346,223 | $101.9M |
| Royal Bank of Canada | 0.02% | Add +1.1% | 1,990,425 | $86.5M |
| Rockport Wealth LLC | 30.26% | Add +1.2% | 1,974,095 | $85.8M |
| Cetera Investment Advisers | 0.16% | Add +3.7% | 1,862,245 | $80.9M |
| Stifel Financial Corp. | 0.08% | Add +52.3% | 1,809,737 | $78.6M |
| Csenge Advisory Group | 4.03% | Add +1.9% | 1,773,862 | $71.1M |
| Creative Planning | 0.06% | Add +4206.3% | 1,558,529 | $67.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -0.6% | 1,545,431 | $67.1M |
| Osaic Holdings, Inc. | 0.11% | Reduce -2.0% | 1,103,381 | $47.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.2% | 1,069,329 | $46.5M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +23.5% | 1,025,010 | $44.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 976,095 | $42.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +20.3% | 909,769 | $39.5M |
| TRUE Private Wealth Advisors | 4.47% | Reduce -11.5% | 847,215 | $36.8M |
| One Capital Management, LLC | 0.94% | New | 642,365 | $27.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +6.6% | 618,950 | $26.9M |
| Truist Financial Corp. | 0.04% | Add +5.5% | 600,595 | $26.1M |
| Private Advisor Group, LLC | 0.14% | Add +4.7% | 530,997 | $23.1M |
| Stephens Inc. | 0.33% | Reduce -5.7% | 518,245 | $22.5M |
| Beacon Financial Group | 2.44% | Reduce -3.4% | 515,183 | $22.4M |
| Jones Financial Companies LLLP | 0.02% | Add +85.5% | 513,551 | $22.0M |
| Southland Equity Partners LLC | 5.08% | Add +4.6% | 502,734 | $21.8M |
| D.A. Davidson & Co. | 0.15% | Add +14.0% | 437,017 | $19.0M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.7% | 428,252 | $18.6M |
| Redhawk Wealth Advisors, Inc. | 2.49% | New | 426,850 | $18.5M |
| HC Advisors, LLC | 12.32% | Add +2.6% | 378,754 | $16.5M |
| Harbour Investments, Inc. | 0.44% | Add +7.0% | 350,861 | $15.2M |
| Bank Hapoalim BM | 2.28% | No change | 348,000 | $15.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.4% | 308,878 | $13.4M |
| Prospera Financial Services Inc | 0.29% | Add +4.2% | 286,170 | $12.4M |
| First Heartland Consultants, Inc. | 1.23% | Add +125.4% | 273,750 | $11.9M |
| WJ Wealth Management, LLC | 4.19% | New | 272,824 | $11.9M |
| Next Level Private LLC | 4.00% | Add +0.9% | 247,426 | $10.7M |
| Manchester Financial Inc. | 2.31% | Add +15.1% | 236,138 | $10.3M |
| McAdam, LLC | 0.62% | Add +19.9% | 230,244 | $10.0M |
| Elevation Capital Advisory, LLC | 4.21% | New | 221,959 | $9.6M |
| Summit Financial Wealth Advisors, LLC | 1.91% | Reduce -0.4% | 221,641 | $9.6M |
| Mariner, LLC | 0.02% | Add +1.6% | 215,645 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.4% | 215,269 | $9.4M |
| Hobart Private Capital, LLC | 2.20% | Add +6.5% | 202,228 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +101.3% | 196,145 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.0% | 194,754 | $8.5M |
| BlueChip Wealth Advisors LLC | 3.93% | Add +11.9% | 184,086 | $8.0M |
| &partners | 0.08% | Add +5.0% | 185,898 | $8.0M |
| Key Client Fiduciary Advisors, LLC | 3.60% | Add +2.7% | 179,582 | $7.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +25.7% | 179,330 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -2.5% | 177,411 | $7.7M |
| Rehmann Capital Advisory Group | 0.48% | Add +19.1% | 174,754 | $7.6M |
| Equitable Holdings, Inc. | 0.07% | Reduce -1.5% | 174,183 | $7.6M |
| AE Wealth Management LLC | 0.06% | Add +331.0% | 169,985 | $7.4M |
| Goldstone Financial Group, LLC | 1.08% | New | 164,988 | $7.2M |
| Fortis Group Advisors, LLC | 1.39% | Add +20.0% | 164,903 | $7.2M |
| Allworth Financial LP | 0.04% | Add +2.0% | 173,175 | $7.0M |
| Mach-1 Financial Group, LLC | 2.11% | Add +1981.8% | 161,962 | $7.0M |
| Cozad Asset Management Inc. | 0.69% | Add +2.7% | 157,816 | $6.9M |
| Leelyn Smith, LLC | 1.17% | Reduce -2.3% | 151,621 | $6.6M |
| JFS Wealth Advisors, LLC | 0.44% | Reduce -3.3% | 148,069 | $6.4M |
| VestGen Advisors, LLC | 0.28% | — | 141,802 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +1.0% | 140,147 | $6.1M |
| World Equity Group, Inc. | 1.73% | Add +6.5% | 139,061 | $6.0M |
| Harvest Investment Services, LLC | 1.55% | Reduce -14.5% | 128,113 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.2% | 124,766 | $5.4M |
| International Assets Investment Management, LLC | 0.46% | Reduce -3.6% | 120,160 | $5.2M |
| HFG Advisors, Inc. | 4.46% | Add +2.0% | 120,118 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +2.1% | 119,866 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | New | 118,050 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -2.3% | 117,577 | $5.1M |
| Silver Oak Securities, Incorporated | 0.47% | Add +436.1% | 118,298 | $5.1M |
| Renaissance Technologies | 0.01% | New | 114,900 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +6.3% | 113,382 | $4.9M |
| Prosperity Consulting Group, LLC | 0.38% | Add +9.4% | 112,325 | $4.9M |
| Investors Research Corp | 1.05% | Add +12.9% | 111,524 | $4.8M |
| Guerra Advisors Inc | 2.70% | New | 111,176 | $4.8M |
| Genesis Private Wealth, LLC | 2.42% | Add +4.1% | 104,967 | $4.6M |
| Elevated Capital Advisors, LLC | 1.28% | Reduce -10.7% | 104,846 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Add +7.5% | 104,809 | $4.6M |
| Wetzel Investment Advisors, Inc. | 2.28% | Reduce -4.2% | 103,739 | $4.5M |
| Independent Advisor Alliance | 0.15% | Reduce -48.2% | 102,314 | $4.4M |
| Arax Advisory Partners | 0.28% | Add +11.2% | 102,277 | $4.4M |
| Compass Financial Services Inc | 2.30% | Add +6.2% | 100,726 | $4.4M |
| Retireful, LLC | 4.12% | New | 81,067 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +49.4% | 99,892 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.8% | 98,936 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +5.2% | 95,545 | $4.2M |
| Randall & Associates Wealth Management | 3.42% | Reduce -0.2% | 95,457 | $4.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +166.4% | 95,273 | $4.1M |
| Wisconsin Wealth Advisors, LLC | 5.82% | Add +3.1% | 93,323 | $4.1M |
| GDS Wealth Management | 0.34% | Add +41.5% | 90,932 | $4.0M |
| Bluespring Wealth Management, LLC | 0.38% | Reduce -4.5% | 85,963 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +0.6% | 85,654 | $3.7M |
| Capital Analysts, LLC | 0.14% | Add +66.1% | 85,648 | $3.7M |
| PCG Wealth Advisors, LLC | 1.26% | Add +4.1% | 82,915 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.32% | Reduce -0.5% | 82,705 | $3.6M |
| Park Square Financial Group, LLC | 2.82% | Reduce -28.1% | 81,679 | $3.5M |
"% 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.