FDL

First Trust Morn DVD Lead InETF
UnclassifiedUSCUSIP 336917109◍ Confluence graph
Tracked 13F Holders
443
-100 QoQ
13F Value (tracked)
$4.3B
13F Moves · latest Q
35 added
7 trimmed
Recent Filings
0

Who owns FDL?

443 tracked 13F filers

443 tracked 13F filers disclose a position in FDL as of the latest SEC 13F filings, a combined $4.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$724.1M
14.3M
+15%
Added · +1.8M sh
Q1 2026
2MORGAN STANLEY
$454.3M
8.9M
+3.1%
Added · +273K sh
Q1 2026
3AMERIPRISE FINANCIAL INC
$265.2M
5.2M
−13%
Reduced · −749K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$254.7M
5.0M
−3.5%
Reduced · −185K sh
Q1 2026
5WELLS FARGO & COMPANY/MN
$160.0M
3.1M
−2.5%
Reduced · −80K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$129.2M
2.5M
−1.9%
Reduced · −48K sh
Q1 2026
7ROYAL BANK OF CANADA
$125.9M
2.5M
−2.8%
Reduced · −71K sh
Q1 2026
8Cetera Investment Advisers
$123.8M
2.4M
−1.7%
Reduced · −43K sh
Q1 2026
9UBS Group AG
$121.3M
2.4M
+1.0%
Added · +23K sh
Q1 2026
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$98.8M
1.9M
+5.9%
Added · +108K sh
Q1 2026
11Csenge Advisory Group
$84.1M
1.7M
+10%
Added · +158K sh
Q2 2026
12OSAIC HOLDINGS, INC.
$75.7M
1.5M
−0.5%
Reduced · −8K sh
Q1 2026
13JONES FINANCIAL COMPANIES LLLP
$71.8M
1.4M
+31%
Added · +335K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$72.1M
1.4M
+7.0%
Added · +93K sh
Q1 2026
15STIFEL FINANCIAL CORP
$62.8M
1.2M
−29%
Reduced · −512K sh
Q1 2026
16BNP PARIBAS FINANCIAL MARKETS
$58.4M
1.1M
+282%
Added · +849K sh
Q1 2026
17Rockport Wealth LLC
$47.8M
983K
+11%
Added · +97K sh
Q2 2026
18Private Advisor Group, LLC
$47.2M
970K
−21%
Reduced · −250K sh
Q2 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$46.5M
915K
+3.4%
Added · +30K sh
Q1 2026
20JPMORGAN CHASE & CO
$44.7M
885K
+190%
Added · +580K sh
Q1 2026
21TRUIST FINANCIAL CORP
$38.4M
755K
+2.1%
Added · +15K sh
Q1 2026
22Kestra Advisory Services, LLC
$35.3M
725K
+4.1%
Added · +28K sh
Q2 2026
23TRUE Private Wealth Advisors
$30.5M
627K
−15%
Reduced · −111K sh
Q2 2026
24Baird Financial Group, Inc.
$30.2M
594K
+37%
Added · +159K sh
Q1 2026
25Southland Equity Partners LLC
$27.3M
561K
+0.6%
Added · +3K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FDL being bought or sold by institutions?

Last quarter, 2 funds opened a new position in FDL and 33 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
33
funds
Reduced
7
funds
Exited
0
funds

Funds that own FDL also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT250 funds$46.4B
APPLE INCAAPL249 funds$60.1B
NVIDIA CORPNVDA246 funds$67.6B
AMAZON.COM INCAMZN245 funds$31.8B
ALPHABET INC-CL AGOOGL243 funds$28.5B
JPMORGAN CHASE & COJPM243 funds$14.2B
ALPHABET INC-CL CGOOG239 funds$20.9B
SS SPDR S&P 500 ETF TRUST-USSPY239 funds$10.5B
WALMART INCWMT237 funds$8.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B236 funds$10.3B
META PLATFORMS INC-CLASS AMETA235 funds$16.1B
BROADCOM INCAVGO233 funds$25.5B

Ranked by how many of FDL's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

334 funds+80 since Q3 2024
0217434Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.1B · 1 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FDL

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Ask your agent what changed in FDL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FDL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FDL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FDL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.