FIRST TRUST MORN DVD LEAD IN FDL
$49.85
+1.9% 52w: $39.79 – $50.65
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data39.7945.2250.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
500
+35 QoQ
13F value
$4.52B
+21.4% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$30K calls / — puts
Institutional value by quarter
Number of holders
Who owns FDL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 14.3M | $724.1M | 0.2% | +14.9% |
| MORGAN STANLEY | Bank broker | 8.9M | $454.3M | 0.0% | +3.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.2M | $265.2M | 0.1% | -12.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.0M | $254.7M | 0.1% | -3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.1M | $160.0M | 0.0% | -2.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $129.2M | 0.0% | -1.9% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $125.9M | 0.0% | -2.8% |
| Cetera Investment Advisers | Wealth advisor | 2.4M | $123.8M | 0.1% | -1.7% |
| UBS Group AG | Bank broker | 2.4M | $121.3M | 0.0% | +1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.9M | $98.8M | 0.1% | +5.9% |
| Csenge Advisory Group | Wealth advisor | 1.6M | $79.8M | 3.7% | -16.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5M | $75.7M | 0.1% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $72.1M | 0.0% | +7.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.4M | $71.8M | 0.0% | +30.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.2M | $63.4M | 0.2% | +3.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $62.8M | 0.1% | -29.3% |
| Private Advisor Group, LLC | Wealth advisor | 1.2M | $62.0M | 0.3% | +2.9% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.1M | $58.4M | 0.0% | +282.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 914.8K | $46.5M | 0.1% | +3.4% |
| Rockport Wealth LLC | Wealth advisor | 885.6K | $45.0M | 8.2% | -45.0% |
| JPMORGAN CHASE & CO | Bank broker | 884.7K | $44.7M | 0.0% | +190.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 755.1K | $38.4M | 0.1% | +2.1% |
| TRUE Private Wealth Advisors | Wealth advisor | 738.2K | $37.5M | 3.6% | -0.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 696.6K | $35.4M | 0.1% | +46.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 657.3K | $33.4M | 0.1% | +0.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 593.8K | $30.2M | 0.0% | +36.6% |
| Southland Equity Partners LLC | Wealth advisor | 557.5K | $28.3M | 5.5% | +10.0% |
| STEPHENS INC /AR/ | Diversified mechanical | 542.7K | $27.6M | 0.3% | -1.1% |
| BEACON FINANCIAL GROUP | Wealth advisor | 472.0K | $24.0M | 2.4% | -3.9% |
| Investors Research Corp | Wealth advisor | 321.2K | $23.7M | 4.5% | +134.5% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 445.1K | $22.6M | 0.3% | +29.4% |
| D.A. DAVIDSON & CO. | Wealth advisor | 441.5K | $22.4M | 0.1% | +10.7% |
| &PARTNERS | Diversified mechanical | 437.7K | $22.3M | 0.1% | +19.5% |
| HighTower Advisors, LLC | Diversified mechanical | 432.4K | $22.0M | 0.0% | -0.2% |
| Independent Advisor Alliance | Wealth advisor | 425.0K | $21.6M | 0.2% | +258.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 417.1K | $21.2M | 0.0% | +62.3% |
| Kingsview Wealth Management, LLC | Wealth advisor | 394.6K | $20.0M | 0.3% | +471.4% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 363.8K | $18.5M | 0.2% | +37.9% |
| RFG Advisory, LLC | Wealth advisor | 330.3K | $16.8M | 0.3% | +45.1% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 315.6K | $16.0M | 3.1% | -10.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 302.3K | $15.4M | 0.1% | +72.7% |
| HC Advisors, LLC | Wealth advisor | 292.7K | $14.9M | 10.0% | -2.8% |
| Del-Sette Capital Management, LLC | Wealth advisor | 286.1K | $14.5M | 8.7% | +6.6% |
| Center for Wealth Management Advisory | Other | 284.4K | $14.4M | 10.4% | -0.2% |
| Equitable Holdings, Inc. | Wealth advisor | 314.1K | $13.9M | 0.1% | +35.3% |
| Goldstone Financial Group, LLC | Wealth advisor | 274.1K | $13.9M | 1.5% | -9.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 270.5K | $13.7M | 0.0% | -3.5% |
| Mariner, LLC | Diversified mechanical | 260.5K | $13.2M | 0.0% | -1.5% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 256.6K | $13.0M | 1.8% | +11.4% |
| Rehmann Capital Advisory Group | Wealth advisor | 254.4K | $12.9M | 0.7% | +17.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.