FIRST TRUST MORN DVD LEAD IN (FDL) Institutional Shareholders
FIRST TRUST MORN DVD LEAD IN (FDL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.30B in FDL holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDL tracked by InsiderSet, reporting ownership valued at approximately $724.10M in its March 31, 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 $733.79M, representing an estimated gain of +1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
493
Total Reported Value
$4.30B
Largest Holder
Lpl Financial Llc
Largest Position
$724.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.19% | 14,253,890 | $724,097,559 | $733,790,257 | +$9,692,698 | +1.34% | |
| Morgan Stanley | 0.03% | 8,943,250 | $454,317,143 | $460,398,510 | +$6,081,367 | +1.34% | |
| Ameriprise Financial Inc | 0.06% | 5,220,047 | $265,180,353 | $268,728,020 | +$3,547,667 | +1.34% | |
| Raymond James Financial Inc | 0.08% | 5,012,854 | $254,652,970 | $258,061,724 | +$3,408,754 | +1.34% | |
| Wells Fargo & Company/Mn | 0.03% | 3,149,580 | $159,998,663 | $162,140,378 | +$2,141,715 | +1.34% | |
| Bank Of America Corp | 0.01% | 2,542,553 | $129,161,706 | $130,890,628 | +$1,728,922 | +1.34% | |
| Royal Bank Of Canada | 0.02% | 2,479,044 | $125,935,000 | $127,621,185 | +$1,686,185 | +1.34% | |
| Cetera Investment Advisers | 0.13% | 2,437,479 | $123,823,948 | $125,481,419 | +$1,657,471 | +1.34% | |
| Ubs Group Ag | 0.02% | 2,388,075 | $121,314,210 | $122,938,101 | +$1,623,891 | +1.34% | |
| Northwestern Mutual Wealth Management Co | 0.06% | 1,944,117 | $98,761,123 | $100,083,143 | +$1,322,020 | +1.34% | |
| Csenge Advisory Group | 3.65% | 1,570,369 | $79,774,736 | $80,842,596 | +$1,067,860 | +1.34% | |
| Osaic Holdings, Inc. | 0.11% | 1,489,366 | $75,664,813 | $76,672,562 | +$1,007,749 | +1.33% | |
| Envestnet Asset Management Inc | 0.02% | 1,419,817 | $72,126,706 | $73,092,179 | +$965,473 | +1.34% | |
| Jones Financial Companies Lllp | 0.03% | 1,425,963 | $71,812,110 | $73,408,575 | +$1,596,465 | +2.22% | |
| Stifel Financial Corp | 0.06% | 1,236,399 | $62,808,642 | $63,649,821 | +$841,179 | +1.34% | |
| Bnp Paribas Financial Markets | 0.04% | 1,149,010 | $58,369,708 | $59,151,035 | +$781,327 | +1.34% | |
| Commonwealth Equity Services, Llc | 0.06% | 997,443 | $48,535,585 | $51,348,366 | +$2,812,781 | +5.80% | |
| Rockport Wealth Llc | 8.03% | 982,928 | $47,829,264 | $50,601,133 | +$2,771,869 | +5.80% | |
| Private Advisor Group, Llc | 0.22% | 969,772 | $47,189,118 | $49,923,863 | +$2,734,745 | +5.80% | |
| Truist Financial Corp | 0.05% | 904,402 | $44,008,210 | $46,558,615 | +$2,550,405 | +5.80% | |
| Kestra Advisory Services, Llc | 0.11% | 725,028 | $35,279,845 | $37,324,441 | +$2,044,596 | +5.80% | |
| True Private Wealth Advisors | 2.63% | 627,429 | $30,530,683 | $32,300,045 | +$1,769,362 | +5.80% | |
| Baird Financial Group, Inc. | 0.05% | 593,781 | $30,164,074 | $30,567,846 | +$403,772 | +1.34% | |
| Southland Equity Partners Llc | 4.78% | 561,017 | $27,299,109 | $28,881,155 | +$1,582,046 | +5.80% | |
| Stephens Inc | 0.30% | 553,057 | $26,911,775 | $28,471,374 | +$1,559,599 | +5.80% | |
| Beacon Financial Group | 2.11% | 477,704 | $23,245,063 | $24,592,202 | +$1,347,139 | +5.80% | |
| Harbour Investments, Inc. | 0.35% | 445,083 | $22,610,259 | $22,912,873 | +$302,614 | +1.34% | |
| D.A. Davidson & Co. | 0.12% | 464,193 | $22,587,666 | $23,896,656 | +$1,308,990 | +5.80% | |
| &Partners | 0.11% | 437,696 | $22,277,588 | $22,532,590 | +$255,002 | +1.14% | |
| Hightower Advisors, Llc | 0.02% | 432,371 | $21,964,561 | $22,258,459 | +$293,898 | +1.34% | |
| Independent Advisor Alliance | 0.23% | 424,961 | $21,588,000 | $21,876,992 | +$288,992 | +1.34% | |
| Goldman Sachs Group Inc | 0.00% | 417,121 | $21,189,747 | $21,473,389 | +$283,642 | +1.34% | |
| Kingsview Wealth Management, Llc | 0.27% | 394,636 | $20,047,486 | $20,315,861 | +$268,375 | +1.34% | |
| Rfg Advisory, Llc | 0.29% | 384,975 | $18,732,893 | $19,818,513 | +$1,085,620 | +5.80% | |
| Vestmark Advisory Solutions, Inc. | 0.20% | 363,830 | $18,482,575 | $18,729,968 | +$247,393 | +1.34% | |
| Steward Partners Investment Advisory, Llc | 0.08% | 302,261 | $15,354,842 | $15,560,396 | +$205,554 | +1.34% | |
| Hc Advisors, Llc | 9.95% | 292,704 | $14,869,363 | $15,068,402 | +$199,039 | +1.34% | |
| Center For Wealth Management Advisory | 10.40% | 284,409 | $14,447,968 | $14,641,375 | +$193,407 | +1.34% | |
| Manchester Financial Inc | 2.56% | 295,698 | $14,388,665 | $15,222,533 | +$833,868 | +5.80% | |
| Equitable Holdings, Inc. | 0.09% | 314,147 | $13,932,545 | $16,172,288 | +$2,239,743 | +16.08% | |
| Goldstone Financial Group, Llc | 1.51% | 274,094 | $13,923,990 | $14,110,359 | +$186,369 | +1.34% | |
| Rockefeller Capital Management L.P. | 0.02% | 270,485 | $13,740,675 | $13,924,568 | +$183,893 | +1.34% | |
| Mariner, Llc | 0.02% | 260,490 | $13,232,879 | $13,410,025 | +$177,146 | +1.34% | |
| Rehmann Capital Advisory Group | 0.67% | 254,424 | $12,920,398 | $13,097,748 | +$177,350 | +1.37% | |
| Mcadam, Llc | 0.58% | 252,802 | $12,842,356 | $13,014,247 | +$171,891 | +1.34% | |
| Summit Financial Wealth Advisors, Llc | 1.64% | 263,650 | $12,829,204 | $13,572,702 | +$743,498 | +5.80% | |
| Hobart Private Capital, Llc | 2.18% | 261,661 | $12,732,402 | $13,470,308 | +$737,906 | +5.80% | |
| Next Level Private Llc | 2.39% | 251,170 | $12,221,924 | $12,930,232 | +$708,308 | +5.80% | |
| Del-Sette Capital Management, Llc | 6.97% | 245,466 | $11,944,376 | $12,636,590 | +$692,214 | +5.80% | |
| Keeler Thomas Management Llc | 4.22% | 244,574 | $11,900,950 | $12,590,670 | +$689,720 | +5.80% |
Frequently asked questions about FDL
Who owns the most FDL stock?
The largest holders of FDL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MORN DVD LEAD IN (FDL).
Is FDL widely held by superinvestors?
Many widely followed stocks like FDL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.