HoldingsChannel.com
Funds Holding FDIS
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.3,215,688$147,118 09/30/2019
     FDIS3,215,688$147,118 09/30/2019
Envestnet Asset Management Inc.517,948$23,696 09/30/2019
     FDIS517,948$23,696 09/30/2019
Lido Advisors LLC452,082$20,683 09/30/2019
     FDIS452,082$20,683 09/30/2019
FormulaFolio Investments LLC447,632$20,479 09/30/2019
     FDIS447,632$20,479 09/30/2019
Beaumont Financial Partners LLC442,029$20,223 09/30/2019
     FDIS442,029$20,223 09/30/2019
Wells Fargo & Company MN202,609$9,269 09/30/2019
     FDIS202,609$9,269 09/30/2019
BB&T Securities LLC195,749$8,947 09/30/2019
     FDIS195,749$8,947 09/30/2019
Commonwealth Equity Services LLC158,491$7,250 09/30/2019
     FDIS158,491$7,250 09/30/2019
Raymond James Financial Services Advisors Inc.132,342$6,055 09/30/2019
     FDIS132,342$6,055 09/30/2019
Karp Capital Management Corp110,086$5,036 09/30/2019
     FDIS110,086$5,036 09/30/2019
Vicus Capital103,081$4,716 09/30/2019
     FDIS103,081$4,716 09/30/2019
Morgan Stanley99,550$4,554 09/30/2019
     FDIS99,550$4,554 09/30/2019
Ladenburg Thalmann Financial Services Inc.85,742$3,922 09/30/2019
     FDIS85,742$3,922 09/30/2019
Boston Private Wealth LLC77,139$3,529 09/30/2019
     FDIS77,139$3,529 09/30/2019
Cambridge Investment Research Advisors Inc.76,483$3,499 09/30/2019
     FDIS76,483$3,499 09/30/2019
Spinnaker Trust74,220$3,395 09/30/2019
     FDIS74,220$3,395 09/30/2019
Bank of America Corp DE73,719$3,373 09/30/2019
     FDIS73,719$3,373 09/30/2019
Royal Bank of Canada69,265$3,168 09/30/2019
     FDIS69,265$3,168 09/30/2019
Stifel Financial Corp50,823$2,325 09/30/2019
     FDIS50,823$2,325 09/30/2019
Exchange Capital Management Inc.49,291$2,255 09/30/2019
     FDIS49,291$2,255 09/30/2019
Newfound Research LLC42,731$1,955 09/30/2019
     FDIS42,731$1,955 09/30/2019
Beck Capital Management LLC40,339$1,846 09/30/2019
     FDIS40,339$1,846 09/30/2019
Suntrust Banks Inc.44,127$1,828 09/30/2019
     FDIS44,127$1,828 09/30/2019
Citadel Advisors LLC37,224$1,703 09/30/2019
     FDIS37,224$1,703 09/30/2019
LPL Financial LLC36,907$1,689 09/30/2019
     FDIS36,907$1,689 09/30/2019
Advisor Group Inc.35,831$1,641 09/30/2019
     FDIS35,831$1,641 09/30/2019
MML Investors Services LLC21,201$970 09/30/2019
     FDIS21,201$970 09/30/2019
Advisory Services Network LLC21,136$966 09/30/2019
     FDIS21,136$966 09/30/2019
FMR LLC20,364$932 09/30/2019
     FDIS20,364$932 09/30/2019
Sigma Planning Corp19,014$870 09/30/2019
     FDIS19,014$870 09/30/2019
Atria Investments LLC18,863$863 09/30/2019
     FDIS18,863$863 09/30/2019
Tower Research Capital LLC TRC 18,032$825 09/30/2019
     FDIS18,032$825 09/30/2019
NorthCoast Asset Management LLC16,188$742 09/30/2019
     FDIS16,188$742 09/30/2019
Lynch & Associates IN16,080$736 09/30/2019
     FDIS16,080$736 09/30/2019
Mackey Komara & Dankovich LLC15,801$723 09/30/2019
     FDIS15,801$723 09/30/2019
Shamrock Asset Management LLC15,699$718 09/30/2019
     FDIS15,699$718 09/30/2019
Raymond James & Associates15,474$708 09/30/2019
     FDIS15,474$708 09/30/2019
Jane Street Group LLC15,039$688 09/30/2019
     FDIS15,039$688 09/30/2019
Smith Salley & Associates14,219$651 09/30/2019
     FDIS14,219$651 09/30/2019
Ameritas Investment Corp14,097$645 09/30/2019
     FDIS14,097$645 09/30/2019
HighTower Advisors LLC13,920$640 09/30/2019
     FDIS13,920$640 09/30/2019
Janney Montgomery Scott LLC11,357$520 09/30/2019
     FDIS11,357$520 09/30/2019
Charles Schwab Trust Co10,966$498 09/30/2019
     FDIS10,966$498 09/30/2019
Canton Hathaway LLC10,837$496 09/30/2019
     FDIS10,837$496 09/30/2019
Colonial Trust Advisors10,702$489 09/30/2019
     FDIS10,702$489 09/30/2019
Susquehanna International Group LLP10,227$468 09/30/2019
     FDIS10,227$468 09/30/2019
Foster Victor Wealth Advisors LLC10,173$459 09/30/2019
     FDIS10,173$459 09/30/2019
Credit Suisse AG9,894$453 09/30/2019
     FDIS9,894$453 09/30/2019
Townsquare Capital LLC8,843$411 09/30/2019
     FDIS8,843$411 09/30/2019
Dfpg Investments Inc.8,667$386 09/30/2019
     FDIS8,667$386 09/30/2019
Lincoln National Corp7,681$351 09/30/2019
     FDIS7,681$351 09/30/2019
Creative Planning7,327$335 09/30/2019
     FDIS7,327$335 09/30/2019
UBS Group AG6,907$316 09/30/2019
     FDIS6,907$316 09/30/2019
Whalerock Point Partners LLC6,882$315 09/30/2019
     FDIS6,882$315 09/30/2019
Northern Trust Corp6,865$314 09/30/2019
     FDIS6,865$314 09/30/2019
First Republic Investment Management Inc.6,776$310 09/30/2019
     FDIS6,776$310 09/30/2019
GeoWealth Management LLC6,434$294 09/30/2019
     FDIS6,434$294 09/30/2019
Proequities Inc.6,354$291 09/30/2019
     FDIS6,354$291 09/30/2019
Global Retirement Partners LLC6,081$278 09/30/2019
     FDIS6,081$278 09/30/2019
Oppenheimer & Co. Inc.6,005$275 09/30/2019
     FDIS6,005$275 09/30/2019
Cetera Advisor Networks LLC5,944$272 09/30/2019
     FDIS5,944$272 09/30/2019
Foresight Wealth Management LLC5,600$256 09/30/2019
     FDIS5,600$256 09/30/2019
Selective Wealth Management Inc.5,140$235 09/30/2019
     FDIS5,140$235 09/30/2019
Cedar Brook Financial Partners LLC4,436$203 09/30/2019
     FDIS4,436$203 09/30/2019
Mid Atlantic Financial Management Inc. ADV4,374$200 09/30/2019
     FDIS4,374$200 09/30/2019
Guidant Wealth Advisors3,941$180 09/30/2019
     FDIS3,941$180 09/30/2019
Advisory Alpha LLC3,925$176 09/30/2019
     FDIS3,925$176 09/30/2019
JPMorgan Chase & Co.3,620$166 09/30/2019
     FDIS3,620$166 09/30/2019
Ellis Investment Partners LLC3,026$137 09/30/2019
     FDIS3,026$137 09/30/2019
Joseph P. Lucia & Associates LLC2,745$126 09/30/2019
     FDIS2,745$126 09/30/2019
IFP Advisors Inc1,809$81 09/30/2019
     FDIS1,809$81 09/30/2019
Enterprise Financial Services Corp1,722$79 09/30/2019
     FDIS1,722$79 09/30/2019
Citigroup Inc.1,376$63 09/30/2019
     FDIS1,376$63 09/30/2019
Steward Partners Investment Advisory LLC1,279$58 09/30/2019
     FDIS1,279$58 09/30/2019
Northwestern Mutual Wealth Management Co.784$36 09/30/2019
     FDIS784$36 09/30/2019
Sowell Financial Services LLC710$32 09/30/2019
     FDIS710$32 09/30/2019
Signaturefd LLC553$25 09/30/2019
     FDIS553$25 09/30/2019
Flagship Harbor Advisors LLC485$22 09/30/2019
     FDIS485$22 09/30/2019
Sonora Investment Management LLC450$21 09/30/2019
     FDIS450$21 09/30/2019
NEXT Financial Group Inc466$21 09/30/2019
     FDIS466$21 09/30/2019
Patriot Financial Group Insurance Agency LLC385$18 09/30/2019
     FDIS385$18 09/30/2019
RPg Family Wealth Advisory LLC377$17 09/30/2019
     FDIS377$17 09/30/2019
Sandy Spring Bank354$16 09/30/2019
     FDIS354$16 09/30/2019
Creative Financial Designs Inc. ADV250$11 09/30/2019
     FDIS250$11 09/30/2019
Bedel Financial Consulting Inc.198$9 09/30/2019
     FDIS198$9 09/30/2019
First Allied Advisory Services Inc.155$7 09/30/2019
     FDIS155$7 09/30/2019
Benjamin F. Edwards & Company Inc.125$6 09/30/2019
     FDIS125$6 09/30/2019
Winslow Evans & Crocker Inc.76$4 09/30/2019
     FDIS76$4 09/30/2019
Global Wealth Management Investment Advisory Inc.42$2 09/30/2019
     FDIS42$2 09/30/2019
AGF Investments LLC29$1 09/30/2019
     FDIS29$1 09/30/2019
KCS Wealth Advisory12$1 09/30/2019
     FDIS12$1 09/30/2019
Investors Research Corp13$1 09/30/2019
     FDIS13$1 09/30/2019
Certified Advisory Corp14$1 09/30/2019
     FDIS14$1 09/30/2019

See Summary: Institutional Holders of FDIS
See Details: Top 10 Hedge Funds Holding FDIS
Also See: FDIS Holdings Changes

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