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 |
| Arkadios Wealth Advisors | 0.08% | Add +4.5% | 93,630 | $4.8M |
| Fairvoy Private Wealth, LLC | 1.13% | New | 92,833 | $4.7M |
| Oxford Wealth Group, LLC | 2.54% | New | 91,506 | $4.6M |
| Summit Financial, LLC | 0.06% | Add +0.2% | 90,575 | $4.6M |
| Total Clarity Wealth Management, Inc. | 1.03% | Add +15.1% | 86,034 | $4.4M |
| Tudor Investment Corporation | 0.02% | New | 84,935 | $4.3M |
| VestGen Advisors, LLC | 0.12% | Reduce -30.4% | 87,177 | $4.3M |
| PCG Wealth Advisors, LLC | 1.09% | Reduce -2.2% | 84,707 | $4.3M |
| Benjamin Edwards Inc. | 0.04% | Reduce -8.1% | 84,223 | $4.3M |
| World Investment Advisors | 0.07% | Add +12.9% | 83,273 | $4.2M |
| PMG Wealth Management, Inc. | 3.00% | Add +2.3% | 81,869 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9633.2% | 81,759 | $4.2M |
| Oppenheimer & Co. Inc. | 0.05% | Add +2.6% | 80,176 | $4.1M |
| Silver Oak Securities, Incorporated | 0.29% | Add +123.0% | 79,350 | $4.0M |
| Cwm, LLC | 0.01% | Add +45.2% | 78,198 | $4.0M |
| Asset One Wealth Management LLC | 0.42% | Add +54.9% | 77,200 | $3.8M |
| Milestones Private Investment Advisors LLC | 3.34% | Add +7.0% | 74,621 | $3.8M |
| Salomon & Ludwin, LLC | 0.33% | Reduce -0.9% | 73,717 | $3.7M |
| Founders Grove Wealth Partners, LLC | 0.83% | Reduce -3.6% | 72,050 | $3.7M |
| ROI Financial Advisors, LLC | 2.18% | Reduce -1.4% | 71,726 | $3.6M |
| Bluespring Wealth Management, LLC | 0.31% | Reduce -4.1% | 69,853 | $3.5M |
| Principal Securities, Inc. | 0.05% | Add +0.9% | 69,131 | $3.5M |
| Advisory Alpha, LLC | 0.10% | Add +142.3% | 68,549 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -1.1% | 67,320 | $3.4M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +70.1% | 64,730 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +35.4% | 64,713 | $3.3M |
| Natixis Advisors, LLC | 0.00% | Add +59.8% | 64,456 | $3.3M |
| Fifth Third Bancorp | 0.01% | New | 63,912 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Reduce -14.0% | 63,825 | $3.2M |
| US Bancorp \de | 0.00% | Add +36.6% | 63,324 | $3.2M |
| Renaissance Technologies | 0.01% | Add +62.7% | 63,300 | $3.2M |
| Wetzel Investment Advisors, Inc. | 1.26% | Reduce -1.7% | 62,247 | $3.2M |
| Marshall Investment Management, LLC | 1.51% | Add +35.6% | 62,170 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -24.6% | 62,090 | $3.2M |
| Forge Financial Services LLC | 0.32% | Reduce -2.9% | 62,007 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.7% | 57,056 | $2.9M |
| Hershey Financial Advisers, LLC | 2.48% | Add +326.5% | 56,470 | $2.9M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +31.8% | 55,858 | $2.8M |
| Independent Financial Group, LLC | 0.06% | Add +5.1% | 55,220 | $2.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.82% | Reduce -1.0% | 54,056 | $2.7M |
| Teamwork Financial Advisors, LLC | 0.30% | Add +4.1% | 53,919 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -5.0% | 53,411 | $2.7M |
| Balefire, LLC | 0.51% | Reduce -20.0% | 49,143 | $2.7M |
| PFG Investments, LLC | 0.12% | Add +3.1% | 52,737 | $2.7M |
| Arete Wealth Advisors, LLC | 0.20% | Add +8.3% | 54,044 | $2.7M |
| Global View Capital Management LLC | 0.71% | New | 52,331 | $2.7M |
| Sargent Investment Group, LLC | 0.33% | Reduce -8.2% | 49,572 | $2.5M |
| Collaborative Wealth Managment Inc. | 1.14% | Reduce -13.0% | 48,576 | $2.5M |
| Valued Retirements, Inc. | 2.36% | New | 47,561 | $2.4M |
| IFP Advisors, Inc | 0.05% | Add +6.3% | 46,910 | $2.4M |
| Mgo One Seven LLC | 0.05% | Add +29.5% | 46,035 | $2.3M |
| PKS Advisory Services, LLC | 0.53% | Add +3.3% | 44,528 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.5% | 44,734 | $2.3M |
| Quad-Cities Investment Group, LLC | 0.88% | Reduce -1.1% | 43,403 | $2.2M |
| Moors & Cabot, Inc. | 0.09% | Add +29.7% | 43,260 | $2.2M |
| Triumph Capital Management | 0.45% | Reduce -72.5% | 42,979 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -2.4% | 42,633 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.08% | Add +2.1% | 40,400 | $2.1M |
| Santori & Peters, Inc. | 0.63% | Add +22.4% | 40,123 | $2.0M |
| Wagner Wealth Management, Corp | 1.82% | Add +33.8% | 40,019 | $2.0M |
| Beacon Financial Advisory LLC | 0.45% | Reduce -19.1% | 39,608 | $2.0M |
| IFS Group,LLC | 1.78% | — | 39,367 | $2.0M |
| Shepherd Kaplan Krochuk, LLC | 1.65% | Reduce -3.7% | 38,574 | $2.0M |
| Private Trust Co. NA | 0.17% | Add +4.7% | 37,905 | $1.9M |
| Foundations Investment Advisors, LLC | 0.02% | Add +131.2% | 37,810 | $1.9M |
| Lighthouse Wealth Management Inc. | 1.30% | Add +46.3% | 37,796 | $1.9M |
| 1900 Wealth Management LLC | 0.12% | Reduce -0.0% | 37,649 | $1.9M |
| Merit Financial Group, LLC | 0.01% | Add +33.5% | 36,771 | $1.9M |
| Entruity Wealth, LLC | 1.25% | Add +9.8% | 36,272 | $1.8M |
| FSB Premier Wealth Management, Inc. | 0.58% | Add +7.4% | 36,257 | $1.8M |
| Lanark Financial, Inc. | 0.14% | Add +0.9% | 36,011 | $1.8M |
| Founders Financial Securities LLC | 0.10% | New | 35,982 | $1.8M |
| Win Advisors, Inc. | 0.82% | New | 35,364 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +3.9% | 35,255 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -3.5% | 34,567 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +6.6% | 34,163 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.34% | Reduce -13.2% | 33,921 | $1.7M |
| Clear Creek Financial Management, LLC | 0.13% | Add +33.0% | 33,602 | $1.7M |
| Quadrature Capital Ltd | 0.02% | Add +87.3% | 32,922 | $1.7M |
| Synergy Asset Management, LLC | 0.18% | New | 32,486 | $1.7M |
| Western Wealth Management, LLC | 0.06% | Reduce -0.7% | 32,323 | $1.6M |
| Capital Analysts, LLC | 0.04% | Reduce -21.3% | 31,878 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.50% | Reduce -1.7% | 31,833 | $1.6M |
| Turning Point Benefit Group, Inc. | 1.02% | Reduce -55.5% | 31,759 | $1.6M |
| Neumann Capital Management, LLC | 0.47% | Add +30.8% | 31,450 | $1.6M |
| Formidable Asset Management, LLC | 0.24% | Reduce -1.7% | 35,270 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.49% | Add +4.9% | 30,436 | $1.5M |
| Spectrum Wealth Advisory Group, LLC | 0.57% | Reduce -8.9% | 30,261 | $1.5M |
| FMR LLC | 0.00% | Add +10.3% | 30,183 | $1.5M |
| Continuum Advisory, LLC | 0.14% | Add +7.5% | 29,507 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +932.8% | 29,341 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -0.9% | 29,125 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +12.1% | 28,970 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -4.2% | 28,626 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +7.2% | 27,998 | $1.4M |
| Summit Wealth Group LLC / Co. | 0.15% | Add +5.7% | 27,861 | $1.4M |
| Centaurus Financial, Inc. | 0.07% | Add +116.0% | 27,184 | $1.4M |
| Wealthspire Retirement, LLC | 0.08% | New | 6,844 | $1.4M |
| Maridea Wealth Management LLC | 0.20% | Add +7.1% | 27,020 | $1.4M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +3.7% | 26,901 | $1.4M |
| Altus Wealth Group LLC | 0.54% | Reduce -1.7% | 25,951 | $1.3M |
| Commonwealth Financial Services, LLC | 0.21% | No change | 25,735 | $1.3M |
| TCFG Wealth Management, LLC | 0.49% | Add +0.2% | 25,716 | $1.3M |
| TCFG Investment Advisors, LLC | 0.49% | — | 25,716 | $1.3M |
| Diversified Enterprises, LLC | 0.07% | Add +0.1% | 25,386 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +194.8% | 25,367 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.09% | Reduce -0.4% | 24,807 | $1.3M |
| Trustmark Bank Trust Department | 0.08% | Add +44.8% | 24,619 | $1.3M |
| New England Private Wealth Advisors LLC | 0.14% | Add +1.2% | 24,194 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -4.3% | 23,220 | $1.2M |
| Calton & Associates, Inc. | 0.17% | Reduce -9.0% | 23,109 | $1.2M |
| Larson Financial Group LLC | 0.04% | Add +5.4% | 22,993 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Reduce -11.0% | 23,215 | $1.2M |
| Archford Capital Strategies, LLC | 0.13% | No change | 22,355 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +32.8% | 22,060 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 21,148 | $1.1M |
| SHP Wealth Management | 0.08% | Reduce -10.3% | 21,093 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Reduce -1.4% | 21,237 | $1.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.29% | Reduce -19.0% | 20,888 | $1.1M |
| Nwam LLC | 0.06% | Add +1.3% | 20,684 | $1.1M |
| KPP Advisory Services LLC | 0.15% | Add +113.7% | 20,212 | $1.0M |
| Smith, Moore & Co. | 0.07% | Reduce -22.0% | 20,206 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.9% | 19,863 | $1.0M |
| Intrua Financial, LLC | 0.11% | Add +3.4% | 19,836 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 19,610 | $996K |
| Icon Wealth Advisors, LLC | 0.06% | Add +0.2% | 19,667 | $983K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +1.7% | 19,092 | $970K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -15.6% | 19,055 | $968K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 18,958 | $963K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -8.8% | 18,736 | $952K |
| Basepoint Wealth LLC | 0.54% | Add +5.1% | 18,674 | $949K |
| Illumine Investment Management, LLC | 0.72% | Add +44.1% | 18,544 | $942K |
| Crumly & Associates Inc. | 0.20% | Add +3.8% | 18,523 | $941K |
| Focus Partners Wealth | 0.00% | Add +46.4% | 18,167 | $923K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -9.5% | 18,058 | $917K |
| Retirement Planning Group, LLC | 0.03% | New | 17,791 | $904K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -3.5% | 17,645 | $896K |
| HighPoint Advisor Group LLC | 0.04% | Reduce -12.1% | 17,443 | $886K |
| tru Independence LLC | 0.43% | Add +0.1% | 17,111 | $869K |
| Betterment LLC | 0.00% | Reduce -1.9% | 17,054 | $866K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 17,000 | $864K |
| Park Square Financial Group, LLC | 6.55% | Reduce -42.6% | 16,985 | $863K |
| Keystone Financial Group | 0.06% | Add +0.1% | 16,932 | $860K |
| WCG Wealth Advisors LLC | 0.02% | Add +0.7% | 16,651 | $846K |
| Aspire Capital Advisors LLC | 0.19% | Add +30.8% | 16,550 | $841K |
| NWM Advisors, LLC | 0.75% | Add +50.8% | 16,250 | $826K |
| Ascentis Independent Advisors | 0.06% | New | 16,062 | $816K |
| D. E. Shaw & Co. | 0.00% | Reduce -76.4% | 15,692 | $797K |
| Finward Bancorp | 0.64% | No change | 15,656 | $795K |
| Vontobel Holding Ltd. | 0.00% | Add +14.7% | 15,121 | $768K |
| Redhawk Wealth Advisors, Inc. | 0.08% | New | 14,997 | $762K |
| CoreCap Advisors, LLC | 0.03% | Reduce -8.5% | 14,990 | $761K |
| Atlas Private Wealth Advisors | 0.18% | Reduce -17.2% | 14,910 | $757K |
| Optivise Advisory Services LLC | 0.45% | New | 14,735 | $749K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.2% | 14,685 | $746K |
| Morey & Quinn Wealth Partners, LLC | 0.52% | Add +3.7% | 14,494 | $736K |
| Money Concepts Capital Corp. | 0.04% | Reduce -11.9% | 14,439 | $734K |
| United Bank | 0.24% | Add +90.0% | 14,386 | $731K |
| J Hagan Capital, Inc. | 0.39% | Add +7.7% | 14,379 | $730K |
| Brookstone Capital Management | 0.01% | Add +40.8% | 14,375 | $730K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.3% | 14,342 | $729K |
| PFG Advisors | 0.04% | Add +24.1% | 14,254 | $724K |
| Navis Wealth Advisors, LLC | 0.37% | Reduce -60.3% | 14,177 | $720K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -6.3% | 14,094 | $716K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -8.2% | 14,056 | $714K |
| Accel Wealth Management | 0.19% | Add +0.6% | 14,010 | $712K |
| Bell Bank | 0.03% | Reduce -18.0% | 13,970 | $710K |
| Weaver Consulting Group | 0.17% | Add +7.3% | 13,934 | $708K |
| Krilogy Financial LLC | 0.02% | No change | 14,147 | $704K |
| Waverly Advisors, LLC | 0.01% | Add +0.0% | 13,645 | $693K |
| First Heartland Consultants, Inc. | 0.05% | Add +0.4% | 13,604 | $691K |
| 1776 Wealth LLC | 0.27% | No change | 13,582 | $690K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +27.0% | 13,464 | $684K |
| Iams Wealth Management, LLC | 0.24% | Add +34.5% | 13,415 | $682K |
| XML Financial, LLC | 0.05% | Add +55.6% | 13,020 | $661K |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.3% | 13,007 | $661K |
| QTR Family Wealth, LLC | 0.27% | Reduce -6.3% | 13,186 | $652K |
| PCA Investment Advisory Services Inc. | 0.22% | Add +3.9% | 12,790 | $650K |
| Ameritas Advisory Services, LLC | 0.03% | Add +8.1% | 12,738 | $647K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.3% | 12,627 | $641K |
| Flow Traders U.S. LLC | 0.02% | New | 12,432 | $632K |
| Citigroup Inc. | 0.00% | Reduce -60.9% | 12,294 | $625K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +5.8% | 12,172 | $619K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -63.4% | 12,048 | $602K |
| Regal Investment Advisors LLC | 0.03% | Reduce -0.9% | 11,603 | $589K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 11,571 | $588K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.3% | 11,338 | $576K |
| Claris Financial LLC | 0.31% | Add +15.5% | 11,206 | $569K |
| NWF Advisory Services Inc. | 0.06% | Add +1.1% | 10,861 | $552K |
| Cresset Asset Management, LLC | 0.00% | Add +8.0% | 10,844 | $551K |
| Sowell Financial Services LLC | 0.02% | Reduce -14.2% | 10,824 | $550K |
| Strategic Financial Concepts, LLC | 0.13% | Add +98.4% | 10,600 | $538K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 10,485 | $533K |
| Park Avenue Securities LLC | 0.00% | Add +12.9% | 10,402 | $528K |
| Centennial Advisors, LLC | 0.67% | New | 10,351 | $526K |
| FWG Holdings, LLC | 0.20% | Reduce -2.5% | 10,344 | $522K |
| Merkkuri Wealth Advisors LLC | 0.34% | Reduce -0.8% | 10,258 | $521K |
| UMB Bank, n.a. | 0.01% | No change | 10,208 | $519K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -2.0% | 10,022 | $509K |
| OakTrust Wealth Advisors, LLC | 0.46% | Add +0.6% | 9,864 | $501K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +0.8% | 9,727 | $494K |
| Topsail Wealth Management, LLC | 0.07% | Reduce -0.5% | 9,690 | $492K |
| MTM Investment Management, LLC | 0.15% | No change | 9,615 | $488K |
| Cedrus Wealth Group LLC | 0.54% | Add +19.2% | 9,512 | $483K |
| Ancora Advisors LLC | 0.01% | No change | 9,265 | $471K |
| Resolute Capital, LLC | 0.19% | Reduce -6.8% | 9,130 | $464K |
| Financial Harvest, LLC | 0.27% | No change | 9,063 | $460K |
| MMBG Investment Advisors Co. | 0.04% | No change | 9,000 | $457K |
| Sound Income Strategies, LLC | 0.02% | No change | 8,978 | $451K |
| Caprock Group, LLC | 0.01% | No change | 8,800 | $447K |
| Cerity Partners LLC | 0.00% | Reduce -5.4% | 8,766 | $445K |
| Assetmark, Inc. | 0.00% | Add +6.4% | 8,714 | $443K |
| Madison Wealth Partners, Inc | 0.07% | Add +0.3% | 8,555 | $435K |
| Pinnacle Family Advisors, LLC | 0.20% | New | 8,480 | $431K |
| Promethium Advisors,llc | 0.22% | No change | 8,400 | $427K |
| Asset Allocation Strategies LLC | 0.08% | New | 8,392 | $426K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -1.6% | 8,152 | $414K |
| Trueblood Wealth Management, LLC | 0.16% | New | 8,131 | $413K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.8% | 8,053 | $409K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 8,030 | $408K |
| Meadow Creek Wealth Advisors LLC | 0.26% | Add +28.0% | 7,998 | $406K |
| WealthTrust Asset Management, LLC | 0.24% | Add +32.0% | 7,881 | $400K |
| Provenance Wealth Advisors, LLC | 0.04% | Reduce -2.6% | 7,871 | $400K |
| Keating Financial Advisory Services, Inc. | 0.06% | No change | 7,837 | $398K |
| Claro Advisors Inc. | 0.05% | Add +0.2% | 7,710 | $392K |
| Semus Wealth Partners LLC | 0.22% | Add +0.7% | 7,603 | $386K |
| WESPAC Advisors SoCal, LLC | 0.08% | No change | 7,550 | $384K |
| Mutual Advisors, LLC | 0.01% | Add +7.6% | 7,516 | $382K |
| Hexagon Capital Partners LLC | 0.06% | New | 7,395 | $376K |
| Lee Johnson Capital Management, LLC | 0.13% | New | 7,383 | $375K |
| FLP Wealth Management, LLC | 0.77% | New | 7,310 | $371K |
| Crusonia Wealth Advisors LLC | 0.08% | Add +0.8% | 7,286 | $370K |
| Principle Wealth Partners LLC | 0.02% | No change | 7,260 | $369K |
| Uptick Partners, LLC | 0.07% | No change | 7,245 | $368K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.0% | 7,216 | $367K |
| Corient Private Wealth LP | 0.00% | Reduce -14.5% | 7,320 | $364K |
| CPR Investments Inc. | 0.24% | New | 7,113 | $361K |
| Crux Wealth Advisors | 0.14% | Add +20.6% | 7,111 | $361K |
| Equitable Trust Co. | 0.02% | No change | 7,005 | $356K |
| Mattern Wealth Management LLC | 0.07% | Reduce -0.7% | 6,923 | $352K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +10.5% | 6,900 | $351K |
| NorthRock Partners, LLC | 0.01% | Add +3.6% | 6,889 | $350K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,883 | $350K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -63.7% | 6,861 | $349K |
| Valley National Advisers Inc. | 0.04% | Add +6.4% | 6,882 | $348K |
| RDA Financial Network | 0.09% | Reduce -1.6% | 6,816 | $346K |
| Smith Partners Wealth Management, LLC | 0.31% | No change | 6,730 | $342K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.8% | 6,617 | $336K |
| Fortis Capital Advisors, LLC | 0.04% | New | 6,581 | $334K |
| Waterfront Wealth Inc. | 0.06% | No change | 6,571 | $334K |
| Financial Advisors Network, Inc. | 0.05% | Reduce -1.7% | 6,569 | $334K |
| Regions Financial Corp. | 0.00% | No change | 6,527 | $332K |
| AQR Capital Management | 0.00% | New | 6,507 | $331K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 6,507 | $331K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 6,502 | $330K |
| Brighton Jones LLC | 0.01% | New | 6,502 | $330K |
| Citizens Financial Group Inc. | 0.00% | Add +0.8% | 6,429 | $327K |
| Laraway Financial Advisors Inc | 0.23% | Add +1.3% | 6,414 | $326K |
| Hilltop Partners LLC | 0.08% | No change | 6,311 | $321K |
| Whelan Financial | 0.10% | No change | 6,249 | $317K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +2.2% | 6,246 | $317K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 6,241 | $317K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +4.6% | 6,236 | $317K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 6,055 | $308K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 5,853 | $297K |
| Sterling Investment Management, LLC | 0.18% | No change | 5,800 | $295K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.7% | 5,743 | $292K |
| StoneX Group Inc. | 0.02% | Reduce -53.3% | 5,700 | $290K |
| Bensler, LLC | 0.03% | Add +11.3% | 5,682 | $289K |
| Twin City Private Wealth, LLC | 0.22% | Reduce -4.3% | 5,637 | $286K |
| Venturi Wealth Management, LLC | 0.01% | No change | 5,605 | $285K |
| Savant Capital, LLC | 0.00% | New | 5,593 | $284K |
| Sun Financial Inc | 0.14% | Add +0.5% | 5,713 | $284K |
| Odyssey Capital Advisors, Inc. | 0.25% | Reduce -5.5% | 5,571 | $283K |
| Compound Planning, Inc. | 0.01% | New | 5,560 | $282K |
| Bond & Devick Financial Network, Inc. | 0.08% | No change | 5,511 | $280K |
| Integrity Financial Corp | 0.14% | Reduce -27.6% | 5,458 | $277K |
| Kintra Wealth, LLC | 0.02% | New | 5,405 | $275K |
| Swisher Financial Concepts, Inc. | 0.15% | Reduce -3.2% | 5,356 | $272K |
| Financially in Tune, LLC | 0.23% | No change | 5,301 | $269K |
| Sykon Capital LLC | 0.09% | Reduce -21.8% | 5,295 | $269K |
| Wise Wealth Partners | 0.36% | No change | 5,267 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | New | 5,214 | $265K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 5,174 | $263K |
| Old Port Advisors | 0.06% | No change | 5,144 | $261K |
| Sequent Planning LLC | 0.06% | No change | 5,138 | $261K |
| SageOak Financial, LLC | 0.18% | No change | 5,067 | $257K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 5,241 | $257K |
| United Advisor Group, LLC | 0.03% | No change | 4,976 | $253K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,968 | $252K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,960 | $252K |
| Leo Wealth, LLC | 0.02% | New | 4,949 | $251K |
| Integrity Alliance, Llc. | 0.01% | Reduce -50.6% | 4,938 | $251K |
| Zacks Investment Management | 0.00% | Reduce -5.5% | 4,890 | $248K |
| Salzhauer Michael | 0.11% | No change | 4,753 | $241K |
| MAI Capital Management | 0.00% | Add +63.5% | 4,748 | $241K |
| DB&C Advisors, LLC | 0.31% | Add +0.8% | 4,741 | $241K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -7.1% | 4,713 | $239K |
| MSH Capital Advisors LLC | 0.05% | Reduce -15.7% | 4,710 | $239K |
| Van Diest Capital, LLC | 0.19% | Reduce -0.0% | 4,672 | $237K |
| Horst & Graben Wealth Management LLC | 0.03% | No change | 4,662 | $231K |
| S Harris Financial Group, LLC | 0.21% | Reduce -0.7% | 4,499 | $229K |
| Petros Family Wealth, LLC | 0.16% | New | 4,477 | $227K |
| PGIM Custom Harvest LLC | 0.00% | New | 4,388 | $223K |
| Kelman-Lazarov, Inc. | 0.03% | New | 4,275 | $217K |
| apricus wealth, LLC | 0.11% | New | 4,266 | $217K |
| Bellevue Asset Management, LLC | 0.11% | Add +3.7% | 4,251 | $216K |
| Carlson Financial, Inc. | 0.13% | New | 4,176 | $212K |
| Titleist Asset Management, LLC | 0.02% | New | 4,129 | $210K |
| Gallacher Capital Management LLC | 0.08% | New | 4,080 | $207K |
| Stonebridge Financial Planning Group, LLC | 0.08% | New | 4,080 | $207K |
| Ameriflex Group, Inc. | 0.10% | Reduce -8.7% | 4,044 | $205K |
| Eagle Strategies LLC | 0.02% | New | 4,034 | $205K |
| Lido Advisors, LLC | 0.00% | New | 4,030 | $205K |
| Park Place Capital Corp | 0.04% | New | 4,027 | $205K |
| Kessler Investment Group, LLC | 0.10% | New | 3,999 | $203K |
| Independent Wealth Network Inc. | 0.06% | New | 3,973 | $202K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -0.9% | 3,888 | $198K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.6% | 3,842 | $195K |
| Lloyd Advisory Services, LLC. | 0.05% | New | 3,684 | $187K |
| Kingdom Financial Group LLC. | 0.05% | New | 3,684 | $187K |
| Crews Bank & Trust | 0.03% | No change | 3,550 | $180K |
| KERR FINANCIAL PLANNING Corp | 0.13% | Reduce -8.4% | 3,605 | $180K |
| DHJJ Financial Advisors, Ltd. | 0.06% | No change | 3,318 | $169K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 3,173 | $161K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.12% | Reduce -24.3% | 3,115 | $158K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -92.5% | 3,100 | $157K |
| Rossby Financial, LCC | 0.03% | Reduce -5.3% | 3,098 | $156K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 3,050 | $155K |
| Spire Wealth Management | 0.01% | Reduce -17.9% | 3,022 | $154K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | No change | 3,000 | $152K |
| BlackRock, Inc. | 0.00% | Add +334.4% | 2,858 | $145K |
| Pillar Financial Advisors, LLC | 0.08% | No change | 2,625 | $133K |
| GAMMA Investing LLC | 0.01% | No change | 2,565 | $130K |
| Wolff Wiese Magana LLC | 0.07% | Add +0.7% | 2,448 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 2,391 | $121K |
| Tsfg, LLC | 0.02% | Reduce -5.8% | 2,317 | $118K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -96.5% | 1,993 | $101K |
| Whittier Trust Co. | 0.00% | No change | 2,000 | $101K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +10.1% | 1,961 | $100K |
| IFG Advisory, LLC | 0.28% | Reduce -91.7% | 1,935 | $98K |
| Gen-Wealth Partners Inc | 0.03% | No change | 1,900 | $97K |
| First Financial Corp. | 0.04% | No change | 1,875 | $95K |
| Bogart Wealth, LLC | 0.00% | No change | 1,779 | $90K |
| Arkos Global Advisors | 0.01% | New | 1,700 | $86K |
| Parallel Advisors, LLC | 0.00% | Add +479.9% | 1,670 | $85K |
| Luminist Capital LLC | 0.10% | No change | 1,481 | $75K |
| Dunhill Financial, LLC | 0.02% | New | 1,300 | $66K |
| Westside Investment Management, Inc. | 0.01% | New | 1,300 | $66K |
| Bank of Montreal | 0.00% | New | 1,250 | $64K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.4% | 1,223 | $62K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 1,179 | $60K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 1,085 | $55K |
| Networth Advisors, LLC | 0.04% | New | 1,007 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,000 | $50K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -4.6% | 989 | $50K |
| First Command Advisory Services, Inc. | 0.00% | Add +12.2% | 974 | $49K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 925 | $47K |
| Alerus Financial NA | 0.00% | No change | 900 | $46K |
| Vanguard Advisers Inc. | 0.00% | — | 887 | $45K |
| First Horizon Corp. | 0.00% | No change | 880 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 855 | $43K |
| REAP Financial Group, LLC | 0.01% | Add +0.8% | 810 | $41K |
| Barclays PLC | 0.00% | New | 800 | $41K |
| Graney & King, LLC | 0.02% | No change | 730 | $37K |
| Mascoma Wealth Management LLC | 0.01% | No change | 691 | $35K |
| CX Institutional | 0.00% | Reduce -2.8% | 683 | $35K |
| Paladin Advisory Group, LLC | 0.03% | No change | 668 | $34K |
| SouthState Bank Corp | 0.00% | New | 633 | $32K |
| Roxbury Financial LLC | 0.03% | New | 628 | $32K |
| GoalVest Advisory LLC | 0.01% | New | 524 | $27K |
| PlanVest Financial, Inc | 0.02% | — | 472 | $24K |
| Russell Investments Group, Ltd. | 0.00% | Add +588.2% | 468 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 439 | $22K |
| Addison Advisors LLC | 0.00% | Reduce -29.2% | 425 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 400 | $20K |
| TOWER TRUST & INVESTMENT Co | 0.01% | No change | 368 | $19K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 350 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 332 | $17K |
| Copia Wealth Management | 0.01% | No change | 318 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -3.1% | 314 | $16K |
| NBT Bank, N.A. | 0.00% | Add +570.5% | 295 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | Reduce -19.4% | 275 | $14K |
| Financial Perspectives, Inc | 0.00% | No change | 275 | $14K |
| TD Capital Management LLC | 0.00% | Add +88.7% | 266 | $14K |
| Mosley Wealth Management | 0.01% | New | 300 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 200 | $10K |
| Key Financial Inc | 0.00% | No change | 179 | $9K |
| Sfam, LLC | 0.01% | Reduce -5.3% | 178 | $9K |
| Mather Group, Llc. | 0.00% | New | 175 | $9K |
| Independence Bank of Kentucky | 0.00% | New | 172 | $9K |
| Capital & Planning, LLC | 0.00% | New | 150 | $8K |
| Eukles Asset Management | 0.00% | No change | 150 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 140 | $7K |
| Princeton Global Asset Management LLC | 0.00% | No change | 112 | $6K |
| BankPlus Trust Department | 0.00% | No change | 110 | $6K |
| Nova Wealth Management, Inc. | 0.00% | No change | 107 | $5K |
| Signature Equity Partners, LLC | 0.00% | Reduce -84.4% | 94 | $5K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 49 | $2K |
| Hilltop National Bank | 0.00% | Reduce -75.4% | 44 | $2K |
| Operose Advisors LLC | 0.00% | No change | 30 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 20 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 20 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 36 | $1K |
"% 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.