First Trust Morn DVD LeadFDLETF
13F holders, Q3 2025 (September 30)437holders −6
32new positions
38sold out
4famous investors
$43.36avg. 13F price*
At the end of Q3 2025, 437 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, down 6 from Q2 2025. 32 opened new positions and 38 sold out. The largest holders were LPL Financial LLC ($529.9M), Morgan Stanley ($342.6M) and Raymond James Financial Inc. ($195.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $16.7M |
| Exits | 38 | $54.6M |
All 13F filers, Q2 2025 → Q3 2025: 7,395,006 shares bought and 3,009,703 shares sold, net +4,385,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| LPL Financial LLC | 0.15% | Add +3.0% | 12,205,749 | $529.9M |
| Morgan Stanley | 0.02% | Add +0.7% | 7,892,539 | $342.6M |
| Raymond James Financial Inc. | 0.06% | Add +6.8% | 4,511,414 | $195.8M |
| Ameriprise Financial Inc. | 0.04% | Add +2.2% | 3,998,214 | $173.4M |
| Wells Fargo & Company | 0.03% | Add +3.0% | 3,156,715 | $137.0M |
| Arax Advisory Partners | 1.83% | Add +2127.0% | 3,133,657 | $127.6M |
| Royal Bank of Canada | 0.02% | Add +7.9% | 2,496,637 | $108.4M |
| Bank of America Corp. | 0.01% | Reduce -3.0% | 2,439,236 | $105.9M |
| UBS Group AG | 0.02% | Reduce -2.4% | 2,319,686 | $100.7M |
| Cetera Investment Advisers | 0.12% | Add +11.5% | 2,314,959 | $100.5M |
| Stifel Financial Corp. | 0.07% | Reduce -11.4% | 1,822,893 | $79.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +4.2% | 1,806,321 | $78.4M |
| Csenge Advisory Group | 3.70% | Reduce -0.1% | 1,782,299 | $77.4M |
| Rockport Wealth LLC | 14.34% | Reduce -15.9% | 1,623,450 | $70.5M |
| Osaic Holdings, Inc. | 0.10% | Add +3.9% | 1,550,482 | $68.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.5% | 1,333,848 | $57.9M |
| Private Advisor Group, LLC | 0.27% | Add +2.2% | 1,255,630 | $54.5M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +4.6% | 1,065,247 | $46.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -0.5% | 931,902 | $40.5M |
| Jones Financial Companies LLLP | 0.03% | Add +25.6% | 892,716 | $38.7M |
| TRUE Private Wealth Advisors | 3.33% | Reduce -1.3% | 751,373 | $32.6M |
| Truist Financial Corp. | 0.04% | Add +4.4% | 680,372 | $29.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.3% | 641,116 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +302.2% | 569,878 | $24.7M |
| Stephens Inc. | 0.29% | Add +0.2% | 521,366 | $22.6M |
| Southland Equity Partners LLC | 4.47% | Reduce -0.5% | 508,844 | $22.1M |
| Beacon Financial Group | 2.11% | Reduce -1.3% | 494,482 | $21.5M |
| D.A. Davidson & Co. | 0.14% | Add +2.9% | 489,302 | $21.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.0% | 451,513 | $19.6M |
| Baird Financial Group, Inc. | 0.03% | Add +398.1% | 436,814 | $19.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.3% | 427,138 | $18.5M |
| Harbour Investments, Inc. | 0.35% | Reduce -4.8% | 356,897 | $15.5M |
| Manchester Financial Inc. | 2.63% | Add +11.6% | 302,154 | $13.1M |
| HC Advisors, LLC | 9.10% | Reduce -21.5% | 298,306 | $12.9M |
| Goldstone Financial Group, LLC | 1.46% | Add +28.8% | 284,904 | $12.4M |
| Hobart Private Capital, LLC | 2.52% | Add +12.4% | 277,786 | $12.1M |
| &partners | 0.07% | Reduce -0.3% | 261,005 | $11.7M |
| JPMorgan Chase & Co. | 0.00% | Add +9.2% | 257,444 | $11.2M |
| Next Level Private LLC | 3.17% | Reduce -0.5% | 251,116 | $10.9M |
| Prospera Financial Services Inc | 0.18% | Reduce -14.6% | 248,811 | $10.8M |
| Mariner, LLC | 0.01% | Add +17.4% | 245,472 | $10.7M |
| McAdam, LLC | 0.51% | Add +3.7% | 236,116 | $10.2M |
| Summit Financial Wealth Advisors, LLC | 1.56% | Reduce -0.3% | 229,444 | $10.1M |
| Creative Planning | 0.01% | Reduce -46.0% | 231,099 | $10.0M |
| Equitable Holdings, Inc. | 0.07% | Add +12.6% | 215,211 | $9.3M |
| RFG Advisory, LLC | 0.19% | Add +31.9% | 213,904 | $9.3M |
| Rehmann Capital Advisory Group | 0.48% | Add +2.9% | 203,341 | $8.8M |
| First Trust Advisors LP | 0.01% | Reduce -2.7% | 199,561 | $8.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.9% | 197,078 | $8.6M |
| Sowell Financial Services LLC | 0.32% | Add +3430.9% | 194,378 | $8.4M |
| VestGen Advisors, LLC | 0.27% | Add +4.8% | 184,146 | $8.0M |
| Key Client Fiduciary Advisors, LLC | 2.66% | Add +0.5% | 181,673 | $7.9M |
| Del-Sette Capital Management, LLC | 4.90% | Reduce -1.9% | 181,466 | $7.9M |
| Randall & Associates Wealth Management | 5.60% | Add +41.8% | 177,617 | $7.7M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -2.3% | 177,316 | $7.7M |
| BlueChip Wealth Advisors LLC | 3.24% | Reduce -6.2% | 174,709 | $7.6M |
| Allworth Financial LP | 0.03% | Reduce -0.3% | 172,737 | $7.5M |
| JFS Wealth Advisors, LLC | 0.42% | Add +7.5% | 166,241 | $7.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.1% | 162,900 | $7.1M |
| World Equity Group, Inc. | 1.58% | Add +8.0% | 160,665 | $7.0M |
| Cozad Asset Management Inc. | 0.54% | Reduce -0.9% | 157,351 | $6.8M |
| Leelyn Smith, LLC | 1.02% | Add +1.3% | 156,427 | $6.8M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +12.2% | 153,104 | $6.6M |
| Triumph Capital Management | 1.76% | Add +214.8% | 150,491 | $6.5M |
| NewEdge Advisors, LLC | 0.03% | Add +18.5% | 149,712 | $6.5M |
| EWG Elevate Inc. | 2.02% | Add +1.0% | 149,216 | $6.5M |
| Tudor Investment Corporation | 0.04% | Add +2700.7% | 134,910 | $5.9M |
| Prosperity Consulting Group, LLC | 0.28% | Add +6.4% | 132,619 | $5.8M |
| Harvest Investment Services, LLC | 1.15% | Add +0.2% | 131,735 | $5.7M |
| MML Investors Services, LLC | 0.02% | Reduce -13.2% | 130,580 | $5.7M |
| Investors Research Corp | 1.03% | Add +6.0% | 128,810 | $5.6M |
| Compass Financial Services Inc | 2.44% | Add +13.6% | 126,899 | $5.5M |
| International Assets Investment Management, LLC | 0.43% | No change | 124,971 | $5.3M |
| HFG Advisors, Inc. | 3.93% | Add +0.2% | 122,685 | $5.3M |
| FSM Wealth Advisors, LLC | 0.75% | Reduce -2.5% | 122,279 | $5.3M |
| Independent Advisor Alliance | 0.13% | Reduce -1.7% | 117,365 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -4.2% | 110,355 | $4.8M |
| Genesis Private Wealth, LLC | 2.01% | Add +2.6% | 110,355 | $4.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -33.3% | 100,000 | $4.3M |
| Capital Analysts, LLC | 0.13% | Add +12.0% | 99,869 | $4.3M |
| Elevated Capital Advisors, LLC | 1.07% | Reduce -5.0% | 99,577 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +22.1% | 99,123 | $4.3M |
| Sigma Planning Corp | 0.12% | Reduce -6.1% | 98,173 | $4.3M |
| Wisconsin Wealth Advisors, LLC | 4.02% | Reduce -0.6% | 97,251 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -2.5% | 97,037 | $4.2M |
| IHT Wealth Management, LLC | 0.11% | Add +7.9% | 96,849 | $4.2M |
| PCG Wealth Advisors, LLC | 1.17% | Add +9.8% | 92,490 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -4.2% | 91,543 | $4.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +26.1% | 91,053 | $4.0M |
| Benjamin Edwards Inc. | 0.04% | Add +6.0% | 87,220 | $3.8M |
| CFS Investment Advisory Services, LLC | 0.28% | Add +0.3% | 86,336 | $3.7M |
| Gateway Wealth Partners, LLC | 0.50% | Add +27.5% | 85,085 | $3.7M |
| Summit Financial, LLC | 0.06% | Add +25.1% | 84,172 | $3.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -26.6% | 83,135 | $3.6M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -3.0% | 82,593 | $3.6M |
| Snowden Capital Advisors LLC | 0.10% | Add +0.1% | 80,083 | $3.5M |
| Arkadios Wealth Advisors | 0.08% | Add +8.5% | 79,183 | $3.4M |
| Proactive Wealth Strategies LLC | 1.45% | Add +0.1% | 77,808 | $3.4M |
| OneAscent Financial Services LLC | 0.22% | New | 23,667 | $3.3M |
| Salomon & Ludwin, LLC | 0.30% | Reduce -4.9% | 75,125 | $3.3M |
"% 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.