FDL Institutional Ownership & Shareholders
FIRST TRUST MORN DVD LEAD IN (FDL) is currently held by 503 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.27B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDL tracked by InsiderSet, reporting ownership valued at approximately $774.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $857.46M, representing an estimated gain of +10.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed FDL value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST MORN DVD LEAD IN (FDL).
This page ranks the largest institutional FDL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
503
Total Reported Value
$4.27B
Largest Holder
Lpl Financial Llc
Largest Position
$774.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.17% | 15,926,005 | $774,959,353 | $857,456,109 | +$82,496,756 | +10.65% | |
| Morgan Stanley | 0.02% | 8,894,688 | $432,815,539 | $478,890,002 | +$46,074,463 | +10.65% | |
| Ameriprise Financial Inc | 0.06% | 5,636,574 | $276,512,594 | $303,473,144 | +$26,960,550 | +9.75% | |
| Raymond James Financial Inc | 0.07% | 5,083,870 | $247,381,107 | $273,715,561 | +$26,334,454 | +10.65% | |
| Wells Fargo & Company/Mn | 0.03% | 3,243,922 | $157,849,216 | $174,652,760 | +$16,803,544 | +10.65% | |
| Bank Of America Corp | 0.01% | 2,577,601 | $125,426,048 | $138,778,038 | +$13,351,990 | +10.65% | |
| Cetera Investment Advisers | 0.11% | 2,550,535 | $124,109,048 | $137,320,804 | +$13,211,756 | +10.65% | |
| Royal Bank Of Canada | 0.02% | 2,473,676 | $120,369,000 | $133,182,716 | +$12,813,716 | +10.65% | |
| Ubs Group Ag | 0.02% | 2,468,862 | $120,134,825 | $132,923,530 | +$12,788,705 | +10.65% | |
| Jones Financial Companies Lllp | 0.03% | 1,713,342 | $84,981,738 | $92,246,333 | +$7,264,595 | +8.55% | |
| Osaic Holdings, Inc. | 0.10% | 1,732,826 | $84,325,572 | $93,295,352 | +$8,969,780 | +10.64% | |
| Csenge Advisory Group | 3.42% | 1,728,408 | $84,104,349 | $93,057,487 | +$8,953,138 | +10.65% | |
| Envestnet Asset Management Inc | 0.02% | 1,524,238 | $74,169,417 | $82,064,974 | +$7,895,557 | +10.65% | |
| Stifel Financial Corp | 0.05% | 1,213,621 | $59,054,318 | $65,341,355 | +$6,287,037 | +10.65% | |
| Commonwealth Equity Services, Llc | 0.06% | 997,443 | $48,535,585 | $53,702,331 | +$5,166,746 | +10.65% | |
| Rockport Wealth Llc | 8.03% | 982,928 | $47,829,264 | $52,920,844 | +$5,091,580 | +10.65% | |
| Private Advisor Group, Llc | 0.22% | 969,772 | $47,189,118 | $52,212,524 | +$5,023,406 | +10.65% | |
| Truist Financial Corp | 0.06% | 950,616 | $46,684,770 | $51,181,165 | +$4,496,395 | +9.63% | |
| Kestra Advisory Services, Llc | 0.11% | 725,028 | $35,279,845 | $39,035,508 | +$3,755,663 | +10.65% | |
| Janney Montgomery Scott Llc | 0.06% | 645,928 | $31,431,000 | $34,776,764 | +$3,345,764 | +10.64% | |
| True Private Wealth Advisors | 2.67% | 639,080 | $31,385,232 | $34,408,067 | +$3,022,835 | +9.63% | |
| Southland Equity Partners Llc | 4.92% | 583,197 | $28,640,820 | $31,399,326 | +$2,758,506 | +9.63% | |
| Baird Financial Group, Inc. | 0.04% | 581,274 | $28,284,793 | $31,295,792 | +$3,010,999 | +10.65% | |
| Stephens Inc | 0.30% | 553,057 | $26,911,775 | $29,776,589 | +$2,864,814 | +10.65% | |
| Bnp Paribas Financial Markets | 0.01% | 543,349 | $26,439,362 | $29,253,910 | +$2,814,548 | +10.65% | |
| Beacon Financial Group | 2.13% | 480,733 | $23,608,789 | $25,882,665 | +$2,273,876 | +9.63% | |
| &Partners | 0.09% | 471,992 | $22,971,119 | $25,412,049 | +$2,440,930 | +10.63% | |
| Harbour Investments, Inc. | 0.30% | 456,188 | $22,198,117 | $24,561,162 | +$2,363,045 | +10.65% | |
| Goldman Sachs Group Inc | 0.00% | 430,333 | $20,940,004 | $23,169,129 | +$2,229,125 | +10.65% | |
| Kingsview Wealth Management, Llc | 0.25% | 422,375 | $20,552,764 | $22,740,670 | +$2,187,906 | +10.65% | |
| D.A. Davidson & Co. | 0.11% | 411,374 | $20,202,595 | $22,148,376 | +$1,945,781 | +9.63% | |
| Rfg Advisory, Llc | 0.29% | 384,975 | $18,732,893 | $20,727,054 | +$1,994,161 | +10.65% | |
| Vestmark Advisory Solutions, Inc. | 0.17% | 364,025 | $17,713,434 | $19,599,106 | +$1,885,672 | +10.65% | |
| Equitable Holdings, Inc. | 0.10% | 339,897 | $16,539,395 | $18,300,054 | +$1,760,659 | +10.65% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 314,308 | $15,294,237 | $16,922,343 | +$1,628,106 | +10.65% | |
| Center For Wealth Management Advisory | 9.22% | 302,894 | $14,875,122 | $16,307,813 | +$1,432,691 | +9.63% | |
| Hc Advisors, Llc | 8.91% | 301,517 | $14,671,817 | $16,233,675 | +$1,561,858 | +10.65% | |
| Manchester Financial Inc | 2.58% | 296,840 | $14,577,813 | $15,981,866 | +$1,404,053 | +9.63% | |
| Mcadam, Llc | 0.50% | 270,223 | $13,270,663 | $14,548,806 | +$1,278,143 | +9.63% | |
| Rockefeller Capital Management L.P. | 0.02% | 271,318 | $13,202,370 | $14,607,761 | +$1,405,391 | +10.64% | |
| Rehmann Capital Advisory Group | 0.60% | 268,982 | $13,081,914 | $14,481,991 | +$1,400,077 | +10.70% | |
| Hobart Private Capital, Llc | 2.21% | 266,344 | $13,080,134 | $14,339,961 | +$1,259,827 | +9.63% | |
| Summit Financial Wealth Advisors, Llc | 1.60% | 262,675 | $12,899,972 | $14,142,422 | +$1,242,450 | +9.63% | |
| Next Level Private Llc | 2.38% | 251,792 | $12,365,517 | $13,556,481 | +$1,190,964 | +9.63% | |
| Jpmorgan Chase & Co | 0.00% | 249,536 | $12,317,139 | $13,435,018 | +$1,117,879 | +9.08% | |
| Perryman Financial Advisory Inc | 1.47% | 237,379 | $11,657,698 | $12,780,485 | +$1,122,787 | +9.63% | |
| Keeler Thomas Management Llc | 4.52% | 235,730 | $11,576,685 | $12,691,703 | +$1,115,018 | +9.63% | |
| Del-Sette Capital Management, Llc | 6.34% | 221,839 | $10,894,518 | $11,943,812 | +$1,049,294 | +9.63% | |
| Goldstone Financial Group, Llc | 0.98% | 219,270 | $10,669,693 | $11,805,497 | +$1,135,804 | +10.65% | |
| Mariner, Llc | 0.01% | 216,768 | $10,547,944 | $11,670,789 | +$1,122,845 | +10.65% |
Frequently asked questions about FDL
Who are the largest institutional holders of FDL?
The largest institutional holders of FDL reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Ameriprise Financial Inc, Raymond James Financial Inc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported FDL position.
What is FDL institutional ownership?
This page tracks FDL positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MORN DVD LEAD IN (FDL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDL?
InsiderSet currently tracks 503 institutional managers reporting FDL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDL shareholders.
How much FDL stock do institutions own?
Institutional investment managers disclosed approximately $4.27B in FDL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDL institutional ownership last updated?
The latest FDL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDL position after the reporting date.
Are institutions buying or selling FDL?
Institutional buying and selling can be analyzed by comparing FDL positions across consecutive 13F reporting periods. InsiderSet's FDL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDL ownership changes.
How has FDL institutional ownership changed over time?
InsiderSet tracks FDL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.