First Trust Morn DVD LeadFDLETF
13F holders, Q1 2026 (March 31)504holders +38
71new positions
31sold out
4famous investors
$50.89avg. 13F price*
At the end of Q1 2026, 504 institutions reported holding First Trust Morn DVD Lead Inc. (FDL) in their 13F filings, up 38 from Q4 2025. 71 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($724.1M), Morgan Stanley ($454.3M) and Ameriprise Financial Inc. ($265.2M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $66.7M |
| Exits | 31 | $20.1M |
All 13F filers, Q4 2025 → Q1 2026: 9,291,190 shares bought and 4,211,964 shares sold, net +5,079,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 504 holders
| LPL Financial LLC | 0.19% | Add +14.9% | 14,253,890 | $724.1M |
| Morgan Stanley | 0.03% | Add +3.1% | 8,943,250 | $454.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -12.5% | 5,220,047 | $265.2M |
| Raymond James Financial Inc. | 0.08% | Reduce -3.5% | 5,012,854 | $254.7M |
| Wells Fargo & Company | 0.03% | Reduce -2.5% | 3,149,580 | $160.0M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 2,542,553 | $129.2M |
| Royal Bank of Canada | 0.02% | Reduce -2.8% | 2,479,044 | $125.9M |
| Cetera Investment Advisers | 0.13% | Reduce -1.7% | 2,437,479 | $123.8M |
| UBS Group AG | 0.02% | Add +1.0% | 2,388,075 | $121.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.9% | 1,944,117 | $98.8M |
| Csenge Advisory Group | 3.65% | Reduce -16.8% | 1,570,369 | $79.8M |
| Osaic Holdings, Inc. | 0.11% | Reduce -0.5% | 1,489,366 | $75.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +7.0% | 1,419,817 | $72.1M |
| Jones Financial Companies LLLP | 0.03% | Add +30.8% | 1,425,963 | $71.8M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +3.3% | 1,247,273 | $63.4M |
| Stifel Financial Corp. | 0.06% | Reduce -29.3% | 1,236,399 | $62.8M |
| Private Advisor Group, LLC | 0.29% | Add +2.9% | 1,219,939 | $62.0M |
| BNP Paribas Financial Markets | 0.04% | Add +282.4% | 1,149,010 | $58.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +3.4% | 914,785 | $46.5M |
| Rockport Wealth LLC | 8.19% | Reduce -45.0% | 885,584 | $45.0M |
| JPMorgan Chase & Co. | 0.00% | Add +190.0% | 884,684 | $44.7M |
| Truist Financial Corp. | 0.05% | Add +2.1% | 755,135 | $38.4M |
| TRUE Private Wealth Advisors | 3.57% | Reduce -0.3% | 738,221 | $37.5M |
| Kestra Advisory Services, LLC | 0.13% | Add +46.1% | 696,641 | $35.4M |
| Janney Montgomery Scott LLC | 0.08% | Add +0.4% | 657,281 | $33.4M |
| Baird Financial Group, Inc. | 0.05% | Add +36.6% | 593,781 | $30.2M |
| Southland Equity Partners LLC | 5.52% | Add +10.0% | 557,532 | $28.3M |
| Stephens Inc. | 0.34% | Reduce -1.1% | 542,724 | $27.6M |
| Beacon Financial Group | 2.39% | Reduce -3.9% | 471,986 | $24.0M |
| Investors Research Corp | 4.53% | Add +134.5% | 321,226 | $23.7M |
| Harbour Investments, Inc. | 0.35% | Add +29.4% | 445,083 | $22.6M |
| D.A. Davidson & Co. | 0.14% | Add +10.7% | 441,547 | $22.4M |
| &partners | 0.11% | Add +19.4% | 437,696 | $22.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.2% | 432,371 | $22.0M |
| Independent Advisor Alliance | 0.23% | Add +258.2% | 424,961 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.3% | 417,121 | $21.2M |
| Kingsview Wealth Management, LLC | 0.27% | Add +471.4% | 394,636 | $20.0M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +37.9% | 363,830 | $18.5M |
| RFG Advisory, LLC | 0.31% | Add +45.1% | 330,271 | $16.8M |
| Manchester Financial Inc. | 3.08% | Reduce -10.5% | 315,646 | $16.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +72.7% | 302,261 | $15.4M |
| HC Advisors, LLC | 9.95% | Reduce -2.8% | 292,704 | $14.9M |
| Del-Sette Capital Management, LLC | 8.70% | Add +6.7% | 286,124 | $14.5M |
| Center for Wealth Management Advisory | 10.40% | Reduce -0.2% | 284,409 | $14.4M |
| Equitable Holdings, Inc. | 0.09% | Add +35.3% | 314,147 | $13.9M |
| Goldstone Financial Group, LLC | 1.51% | Reduce -9.7% | 274,094 | $13.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -3.5% | 270,485 | $13.7M |
| Mariner, LLC | 0.02% | Reduce -1.5% | 260,490 | $13.2M |
| Summit Financial Wealth Advisors, LLC | 1.85% | Add +11.4% | 256,650 | $13.0M |
| Rehmann Capital Advisory Group | 0.67% | Add +17.7% | 254,424 | $12.9M |
| Hobart Private Capital, LLC | 2.53% | Reduce -17.4% | 253,181 | $12.9M |
| McAdam, LLC | 0.58% | Add +1.5% | 252,802 | $12.8M |
| Next Level Private LLC | 2.89% | Reduce -0.1% | 251,817 | $12.8M |
| Prospera Financial Services Inc | 0.20% | Reduce -23.6% | 246,349 | $12.5M |
| Keeler Thomas Management LLC | 5.07% | New | 235,888 | $12.0M |
| Perryman Financial Advisory Inc. | 1.78% | Reduce -1.7% | 233,339 | $11.9M |
| First Trust Advisors LP | 0.01% | Add +0.6% | 200,492 | $10.2M |
| Mach-1 Financial Group, LLC | 3.35% | Reduce -0.8% | 187,141 | $9.5M |
| Gateway Wealth Partners, LLC | 0.37% | Add +113.6% | 186,152 | $9.5M |
| Key Client Fiduciary Advisors, LLC | 3.19% | Add +1.7% | 182,600 | $9.3M |
| Allworth Financial LP | 0.04% | Add +0.3% | 176,457 | $9.0M |
| Randall & Associates Wealth Management | 5.92% | Reduce -5.7% | 172,881 | $8.8M |
| BlueChip Wealth Advisors LLC | 3.78% | Reduce -2.8% | 169,708 | $8.6M |
| Compass Financial Services Inc | 3.64% | Add +21.4% | 165,278 | $8.4M |
| Cozad Asset Management Inc. | 0.65% | Add +3.9% | 161,747 | $8.2M |
| Leelyn Smith, LLC | 1.15% | Add +2.2% | 160,776 | $8.2M |
| JFS Wealth Advisors, LLC | 0.45% | Reduce -3.7% | 158,536 | $8.1M |
| Arax Advisory Partners | 0.23% | Add +3.2% | 158,446 | $8.0M |
| Proactive Wealth Strategies LLC | 1.49% | Add +100.0% | 156,256 | $7.9M |
| Farther Finance Advisors, LLC | 0.07% | Add +8.1% | 151,311 | $7.6M |
| Avior Wealth Management, LLC | 0.21% | Add +1505.5% | 148,873 | $7.6M |
| Prosperity Consulting Group, LLC | 0.33% | Add +9.0% | 145,892 | $7.4M |
| AE Wealth Management LLC | 0.04% | Add +216.7% | 143,493 | $7.3M |
| Creative Planning | 0.00% | Reduce -13.2% | 138,201 | $7.0M |
| International Assets Investment Management, LLC | 0.48% | Add +5.3% | 136,962 | $6.9M |
| Harvest Investment Services, LLC | 1.22% | Add +0.3% | 131,045 | $6.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +156.1% | 129,212 | $6.6M |
| Hidden Cove Wealth Management, LLC | 4.19% | Add +89.2% | 128,463 | $6.5M |
| NewEdge Advisors, LLC | 0.02% | Add +2.4% | 125,623 | $6.4M |
| CFS Investment Advisory Services, LLC | 0.43% | Reduce -10.1% | 126,507 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -26.7% | 123,445 | $6.2M |
| HFG Advisors, Inc. | 4.37% | Add +1.8% | 122,254 | $6.2M |
| Wedbush Securities Inc. | 0.18% | Add +27.7% | 120,849 | $6.1M |
| MML Investors Services, LLC | 0.02% | Reduce -7.1% | 120,194 | $6.1M |
| Snowden Capital Advisors LLC | 0.16% | Add +45.8% | 120,014 | $6.1M |
| Genesis Private Wealth, LLC | 1.88% | Add +0.1% | 117,279 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +0.5% | 115,549 | $5.9M |
| One Capital Management, LLC | 0.15% | New | 109,559 | $5.6M |
| Elevation Capital Advisory, LLC | 2.34% | New | 108,285 | $5.5M |
| Fortis Group Advisors, LLC | 0.89% | Add +159.3% | 106,278 | $5.4M |
| OneAscent Financial Services LLC | 0.29% | Add +96.6% | 45,981 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -0.1% | 102,202 | $5.2M |
| Moseley Investment Management Inc. | 1.65% | Add +267.2% | 101,801 | $5.2M |
| Sigma Planning Corp | 0.14% | Reduce -11.6% | 96,955 | $4.9M |
| FSM Wealth Advisors, LLC | 0.63% | Reduce -17.7% | 96,664 | $4.9M |
| Maia Wealth LLC | 0.82% | Add +24.8% | 95,975 | $4.9M |
| Wisconsin Wealth Advisors, LLC | 4.76% | Add +2.0% | 95,163 | $4.8M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.8% | 94,909 | $4.8M |
| Elevated Capital Advisors, LLC | 1.21% | Reduce -3.3% | 94,796 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +0.8% | 94,583 | $4.8M |
"% 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.