First Trust Morn DVD LeadFDLETF
13F holders, Q4 2025 (December 31)466holders +29
43new positions
29sold out
2famous investors
$44.39avg. 13F price*
At the end of Q4 2025, 466 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, up 29 from Q3 2025. 43 opened new positions and 29 sold out. The largest holders were LPL Financial LLC ($550.2M), Morgan Stanley ($384.5M) and Ameriprise Financial Inc. ($264.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $29.0M |
| Exits | 29 | $26.4M |
All 13F filers, Q3 2025 → Q4 2025: 7,157,531 shares bought and 5,257,015 shares sold, net +1,900,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| LPL Financial LLC | 0.15% | Add +1.7% | 12,408,286 | $550.2M |
| Morgan Stanley | 0.02% | Add +9.9% | 8,670,709 | $384.5M |
| Ameriprise Financial Inc. | 0.06% | Add +49.3% | 5,968,577 | $264.7M |
| Raymond James Financial Inc. | 0.07% | Add +15.2% | 5,197,530 | $230.5M |
| Wells Fargo & Company | 0.03% | Add +2.3% | 3,229,897 | $143.2M |
| Bank of America Corp. | 0.01% | Add +6.2% | 2,590,778 | $114.9M |
| Royal Bank of Canada | 0.02% | Add +2.1% | 2,549,579 | $113.0M |
| Cetera Investment Advisers | 0.12% | Add +7.1% | 2,480,069 | $110.0M |
| UBS Group AG | 0.02% | Add +1.9% | 2,365,004 | $104.9M |
| Csenge Advisory Group | 3.79% | Add +5.9% | 1,887,601 | $83.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.6% | 1,835,786 | $81.4M |
| Stifel Financial Corp. | 0.07% | Reduce -4.1% | 1,748,201 | $77.5M |
| Rockport Wealth LLC | 13.90% | Reduce -0.7% | 1,611,576 | $71.5M |
| Osaic Holdings, Inc. | 0.10% | Reduce -3.4% | 1,497,138 | $66.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.5% | 1,326,809 | $58.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +13.3% | 1,206,910 | $53.5M |
| Private Advisor Group, LLC | 0.25% | Reduce -5.6% | 1,185,475 | $52.6M |
| Jones Financial Companies LLLP | 0.03% | Add +22.1% | 1,090,483 | $48.4M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -5.0% | 885,065 | $39.2M |
| TRUE Private Wealth Advisors | 3.29% | Reduce -1.4% | 740,797 | $32.8M |
| Truist Financial Corp. | 0.04% | Add +8.7% | 739,686 | $32.8M |
| Janney Montgomery Scott LLC | 0.07% | Add +2.1% | 654,868 | $29.0M |
| Stephens Inc. | 0.30% | Add +5.3% | 548,765 | $24.3M |
| Southland Equity Partners LLC | 4.43% | Reduce -0.4% | 506,711 | $22.5M |
| Beacon Financial Group | 2.17% | Reduce -0.7% | 491,244 | $21.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +11.6% | 476,676 | $21.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.5% | 434,550 | $19.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.1% | 433,100 | $19.2M |
| D.A. Davidson & Co. | 0.11% | Reduce -18.5% | 398,762 | $17.7M |
| &partners | 0.09% | Add +40.4% | 366,421 | $16.3M |
| Manchester Financial Inc. | 2.93% | Add +16.8% | 352,833 | $15.6M |
| Harbour Investments, Inc. | 0.31% | Reduce -3.6% | 344,051 | $15.3M |
| Prospera Financial Services Inc | 0.24% | Add +29.6% | 322,515 | $14.3M |
| Hobart Private Capital, LLC | 2.65% | Add +10.4% | 306,699 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +18.5% | 305,022 | $13.5M |
| Goldstone Financial Group, LLC | 1.50% | Add +6.5% | 303,454 | $13.5M |
| HC Advisors, LLC | 9.24% | Add +0.9% | 301,109 | $13.4M |
| BNP Paribas Financial Markets | 0.01% | Add +200.5% | 300,505 | $13.3M |
| Center for Wealth Management Advisory | 9.31% | — | 285,010 | $12.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +42.3% | 280,408 | $12.4M |
| Del-Sette Capital Management, LLC | 7.34% | Add +47.8% | 268,285 | $11.9M |
| Mariner, LLC | 0.01% | Add +7.7% | 264,341 | $11.7M |
| Vestmark Advisory Solutions, Inc. | 0.16% | Add +416.4% | 263,825 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.9% | 256,969 | $11.4M |
| Next Level Private LLC | 2.93% | Add +0.3% | 251,993 | $11.2M |
| McAdam, LLC | 0.51% | Add +5.5% | 249,172 | $11.0M |
| Perryman Financial Advisory Inc. | 1.54% | — | 237,314 | $10.5M |
| Equitable Holdings, Inc. | 0.07% | Add +7.8% | 232,114 | $10.3M |
| Summit Financial Wealth Advisors, LLC | 1.46% | Add +0.4% | 230,441 | $10.2M |
| RFG Advisory, LLC | 0.19% | Add +6.4% | 227,669 | $10.1M |
| Rehmann Capital Advisory Group | 0.50% | Add +6.3% | 216,175 | $9.6M |
| First Trust Advisors LP | 0.01% | Reduce -0.1% | 199,387 | $8.8M |
| Mach-1 Financial Group, LLC | 1.72% | New | 188,641 | $8.4M |
| Randall & Associates Wealth Management | 5.63% | Add +3.2% | 183,333 | $8.1M |
| Key Client Fiduciary Advisors, LLC | 2.76% | Reduce -1.2% | 179,491 | $8.0M |
| Allworth Financial LP | 0.03% | Add +1.8% | 175,865 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.3% | 174,985 | $7.8M |
| BlueChip Wealth Advisors LLC | 3.25% | Reduce -0.1% | 174,524 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 168,449 | $7.6M |
| JFS Wealth Advisors, LLC | 0.41% | Reduce -1.0% | 164,560 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +4.7% | 160,270 | $7.1M |
| Creative Planning | 0.01% | Reduce -31.1% | 159,132 | $7.1M |
| Leelyn Smith, LLC | 1.01% | Add +0.5% | 157,259 | $7.0M |
| Triumph Capital Management | 1.50% | Add +3.7% | 156,056 | $6.9M |
| Cozad Asset Management Inc. | 0.54% | Reduce -1.1% | 155,698 | $6.9M |
| Arax Advisory Partners | 0.20% | Reduce -95.1% | 153,472 | $6.8M |
| CFS Investment Advisory Services, LLC | 0.46% | Add +63.0% | 140,745 | $6.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +53.8% | 140,010 | $6.2M |
| Investors Research Corp | 1.11% | Add +6.4% | 136,998 | $6.1M |
| Compass Financial Services Inc | 2.60% | Add +7.3% | 136,155 | $6.0M |
| Prosperity Consulting Group, LLC | 0.27% | Add +0.9% | 133,824 | $5.9M |
| Harvest Investment Services, LLC | 1.09% | Reduce -0.8% | 130,666 | $5.8M |
| International Assets Investment Management, LLC | 0.40% | Add +4.0% | 130,023 | $5.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.9% | 129,358 | $5.7M |
| VestGen Advisors, LLC | 0.24% | Reduce -32.0% | 125,241 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -18.0% | 122,729 | $5.4M |
| HFG Advisors, Inc. | 3.86% | Reduce -2.1% | 120,126 | $5.3M |
| Independent Advisor Alliance | 0.13% | Add +1.1% | 118,644 | $5.3M |
| FSM Wealth Advisors, LLC | 0.71% | Reduce -3.9% | 117,507 | $5.2M |
| Genesis Private Wealth, LLC | 1.61% | Add +6.1% | 117,133 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +4.2% | 114,974 | $5.1M |
| Sigma Planning Corp | 0.13% | Add +11.7% | 109,653 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +3.2% | 102,251 | $4.5M |
| Elevated Capital Advisors, LLC | 1.01% | Reduce -1.6% | 98,034 | $4.3M |
| IHT Wealth Management, LLC | 0.10% | Reduce -1.2% | 95,678 | $4.2M |
| Wedbush Securities Inc. | 0.12% | Add +30.1% | 94,622 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -3.3% | 93,846 | $4.2M |
| Wisconsin Wealth Advisors, LLC | 4.05% | Reduce -4.1% | 93,247 | $4.1M |
| Benjamin Edwards Inc. | 0.04% | Add +5.0% | 91,616 | $4.1M |
| Summit Financial, LLC | 0.06% | Add +7.3% | 90,358 | $4.0M |
| Arkadios Wealth Advisors | 0.08% | Add +13.2% | 89,626 | $4.0M |
| Maia Wealth LLC | 0.66% | Add +42.5% | 76,929 | $3.9M |
| Gateway Wealth Partners, LLC | 0.43% | Add +2.4% | 87,146 | $3.9M |
| PCG Wealth Advisors, LLC | 1.09% | Reduce -6.4% | 86,574 | $3.8M |
| Snowden Capital Advisors LLC | 0.09% | Add +2.8% | 82,341 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.1% | 82,338 | $3.7M |
| PMG Wealth Management, Inc. | 2.60% | Add +7.7% | 80,035 | $3.5M |
| Proactive Wealth Strategies LLC | 1.37% | Add +0.4% | 78,113 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -5.4% | 78,105 | $3.5M |
| Salomon & Ludwin, LLC | 0.30% | Reduce -1.0% | 74,387 | $3.4M |
"% 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.