HoldingsChannel.com
Funds Holding FDL

On this page, we present all of the funds holding FDL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FDL, with a link to that fund's top holdings. The next columns indicate the amount of FDL stock held by each of the funds holding FDL, followed by the FDL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 343 funds holding FDL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding FDL), click the fund name in the "Holder" column of the funds-holding-FDL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC8,694,674$311,965 12/31/2023
     FDL8,694,674$311,965 12/31/2023
Morgan Stanley6,663,473$239,085 12/31/2023
     FDL6,663,473$239,085 12/31/2023
Ameriprise Financial Inc.2,828,337$101,479 12/31/2023
     FDL2,828,337$101,479 12/31/2023
Wells Fargo & Company MN2,817,764$101,101 12/31/2023
     FDL2,817,764$101,101 12/31/2023
Advisor Group Holdings Inc.1,993,139$71,517 12/31/2023
     FDL1,993,139$71,517 12/31/2023
Raymond James Financial Services Advisors Inc.1,915,141$68,715 12/31/2023
     FDL1,915,141$68,715 12/31/2023
Bank of America Corp DE1,800,349$64,597 12/31/2023
     FDL1,800,349$64,597 12/31/2023
Royal Bank of Canada1,754,103$62,937 12/31/2023
     FDL1,754,103$62,937 12/31/2023
UBS Group AG1,616,488$58,000 12/31/2023
     FDL1,616,488$58,000 12/31/2023
Csenge Advisory Group1,591,351$57,098 12/31/2023
     FDL1,591,351$57,098 12/31/2023
Cetera Advisors LLC1,494,080$53,608 12/31/2023
     FDL1,494,080$53,608 12/31/2023
Northwestern Mutual Wealth Management Co.1,354,348$48,594 12/31/2023
     FDL1,354,348$48,594 12/31/2023
Raymond James & Associates1,287,403$46,192 12/31/2023
     FDL1,287,403$46,192 12/31/2023
Stifel Financial Corp1,255,599$45,050 12/31/2023
     FDL1,255,599$45,050 12/31/2023
Envestnet Asset Management Inc.1,228,914$44,093 12/31/2023
     FDL1,228,914$44,093 12/31/2023
Kowal Investment Group LLC1,075,557$41,387 03/31/2024
     FDL1,075,557$41,387 03/31/2024
JPMorgan Chase & Co.1,092,772$39,209 12/31/2023
     FDL1,092,772$39,209 12/31/2023
Commonwealth Equity Services LLC1,040,912$37,348 12/31/2023
     FDL1,040,912$37,348 12/31/2023
TRUE Private Wealth Advisors968,116$34,736 12/31/2023
     FDL968,116$34,736 12/31/2023
Summit Financial Wealth Advisors LLC718,313$25,773 12/31/2023
     FDL718,313$25,773 12/31/2023
Cambridge Investment Research Advisors Inc.686,946$24,648 12/31/2023
     FDL686,946$24,648 12/31/2023
Cetera Advisor Networks LLC636,141$22,825 12/31/2023
     FDL636,141$22,825 12/31/2023
Truist Financial Corp602,552$21,620 12/31/2023
     FDL602,552$21,620 12/31/2023
Janney Montgomery Scott LLC579,511$20,793 12/31/2023
     FDL579,511$20,793 12/31/2023
Stephens Inc. AR550,885$19,766 12/31/2023
     FDL550,885$19,766 12/31/2023
Beacon Financial Group531,757$19,079 12/31/2023
     FDL531,757$19,079 12/31/2023
Private Advisor Group LLC519,014$18,622 12/31/2023
     FDL519,014$18,622 12/31/2023
HighTower Advisors LLC457,709$16,429 12/31/2023
     FDL457,709$16,429 12/31/2023
Southland Equity Partners LLC406,498$15,642 03/31/2024
     FDL406,498$15,642 03/31/2024
ICA Group Wealth Management LLC387,005$13,886 12/31/2023
     FDL387,005$13,886 12/31/2023
Kestra Advisory Services LLC336,321$12,067 12/31/2023
     FDL336,321$12,067 12/31/2023
AE Wealth Management LLC329,089$11,979 12/31/2023
     FDL329,089$11,979 12/31/2023
Prospera Financial Services Inc320,419$11,497 12/31/2023
     FDL320,419$11,497 12/31/2023
Elevated Capital Advisors LLC283,232$10,899 03/31/2024
     FDL283,232$10,899 03/31/2024
HC Advisors LLC296,799$10,649 12/31/2023
     FDL296,799$10,649 12/31/2023
Lloyd Advisory Services LLC.274,632$10,568 03/31/2024
     FDL274,632$10,568 03/31/2024
Sterling Manor Financial LLC287,712$10,323 12/31/2023
     FDL287,712$10,323 12/31/2023
Spectrum Wealth Advisory Group LLC266,043$10,237 03/31/2024
     FDL266,043$10,237 03/31/2024
Harbour Investments Inc.283,338$10,166 12/31/2023
     FDL283,338$10,166 12/31/2023
Avantax Advisory Services Inc.261,143$9,370 12/31/2023
     FDL261,143$9,370 12/31/2023
Steward Partners Investment Advisory LLC239,679$8,600 12/31/2023
     FDL239,679$8,600 12/31/2023
D.A. Davidson & CO.219,373$7,871 12/31/2023
     FDL219,373$7,871 12/31/2023
Financial Advocates Investment Management208,027$7,464 12/31/2023
     FDL208,027$7,464 12/31/2023
Key Client Fiduciary Advisors LLC183,262$7,052 03/31/2024
     FDL183,262$7,052 03/31/2024
First Trust Advisors LP192,537$6,907 12/31/2023
     FDL192,537$6,907 12/31/2023
Allworth Financial LP189,980$6,816 12/31/2023
     FDL189,980$6,816 12/31/2023
Rockefeller Capital Management L.P.181,476$6,511 12/31/2023
     FDL181,476$6,511 12/31/2023
Cetera Investment Advisers179,662$6,446 12/31/2023
     FDL179,662$6,446 12/31/2023
Salomon & Ludwin LLC187,535$6,271 12/31/2023
     FDL187,535$6,271 12/31/2023
Bulltick Wealth Management LLC174,425$6,258 12/31/2023
     FDL174,425$6,258 12/31/2023
Alpha Omega Group Inc.162,390$5,827 12/31/2023
     FDL162,390$5,827 12/31/2023
Cozad Asset Management Inc.159,825$5,735 12/31/2023
     FDL159,825$5,735 12/31/2023
JFS Wealth Advisors LLC158,803$5,698 12/31/2023
     FDL158,803$5,698 12/31/2023
Leelyn Smith LLC155,490$5,579 12/31/2023
     FDL155,490$5,579 12/31/2023
AIFG Consultants Ltd.152,487$5,471 12/31/2023
     FDL152,487$5,471 12/31/2023
Advisory Alpha LLC152,128$5,458 12/31/2023
     FDL152,128$5,458 12/31/2023
Manchester Financial Inc.140,864$5,420 03/31/2024
     FDL140,864$5,420 03/31/2024
Mach 1 Financial Group Inc.149,395$5,360 12/31/2023
     FDL149,395$5,360 12/31/2023
Harvest Investment Services LLC145,575$5,223 12/31/2023
     FDL145,575$5,223 12/31/2023
International Assets Investment Management LLC131,991$5,063 03/31/2024
     FDL131,991$5,063 03/31/2024
GWM Advisors LLC140,487$5,047 12/31/2023
     FDL140,487$5,047 12/31/2023
MML Investors Services LLC138,263$4,961 12/31/2023
     FDL138,263$4,961 12/31/2023
Envestnet Portfolio Solutions Inc.136,285$4,890 12/31/2023
     FDL136,285$4,890 12/31/2023
Integrated Wealth Concepts LLC130,855$4,695 12/31/2023
     FDL130,855$4,695 12/31/2023
Atria Wealth Solutions Inc.130,445$4,680 12/31/2023
     FDL130,445$4,680 12/31/2023
HFG Advisors Inc.120,625$4,642 03/31/2024
     FDL120,625$4,642 03/31/2024
Atria Investments LLC119,971$4,305 12/31/2023
     FDL119,971$4,305 12/31/2023
Hobart Private Capital LLC107,381$4,132 03/31/2024
     FDL107,381$4,132 03/31/2024
SNS Financial Group LLC115,061$4,128 12/31/2023
     FDL115,061$4,128 12/31/2023
Concurrent Investment Advisors LLC114,073$4,093 12/31/2023
     FDL114,073$4,093 12/31/2023
Wetzel Investment Advisors Inc.113,293$4,065 12/31/2023
     FDL113,293$4,065 12/31/2023
BlueChip Wealth Advisors LLC109,614$3,933 12/31/2023
     FDL109,614$3,933 12/31/2023
PCG Wealth Advisors LLC101,351$3,900 03/31/2024
     FDL101,351$3,900 03/31/2024
GDS Wealth Management106,595$3,825 12/31/2023
     FDL106,595$3,825 12/31/2023
Orion Portfolio Solutions LLC103,950$3,807 12/31/2023
     FDL103,950$3,807 12/31/2023
Crumly & Associates Inc.106,005$3,803 12/31/2023
     FDL106,005$3,803 12/31/2023
Next Level Private LLC96,731$3,722 03/31/2024
     FDL96,731$3,722 03/31/2024
Kestra Private Wealth Services LLC99,857$3,583 12/31/2023
     FDL99,857$3,583 12/31/2023
Rehmann Capital Advisory Group99,117$3,556 12/31/2023
     FDL99,117$3,556 12/31/2023
Equitable Holdings Inc.96,567$3,465 12/31/2023
     FDL96,567$3,465 12/31/2023
Stratos Wealth Partners LTD.89,184$3,432 03/31/2024
     FDL89,184$3,432 03/31/2024
Teamwork Financial Advisors LLC95,022$3,409 12/31/2023
     FDL95,022$3,409 12/31/2023
Bensler LLC92,999$3,337 12/31/2023
     FDL92,999$3,337 12/31/2023
Ergawealth Advisors Inc.92,252$3,310 12/31/2023
     FDL92,252$3,310 12/31/2023
Kure Advisory LLC90,099$3,233 12/31/2023
     FDL90,099$3,233 12/31/2023
Snowden Capital Advisors LLC89,466$3,210 12/31/2023
     FDL89,466$3,210 12/31/2023
HRT Financial LP88,783$3,185 12/31/2023
     FDL88,783$3,185 12/31/2023
Creative Financial Designs Inc. ADV86,381$3,099 12/31/2023
     FDL86,381$3,099 12/31/2023
Benjamin F. Edwards & Company Inc.84,825$3,044 12/31/2023
     FDL84,825$3,044 12/31/2023
Bennett Associates Wealth Management84,484$3,031 12/31/2023
     FDL84,484$3,031 12/31/2023
Mariner LLC83,587$2,999 12/31/2023
     FDL83,587$2,999 12/31/2023
Citadel Advisors LLC82,532$2,961 12/31/2023
     FDL82,532$2,961 12/31/2023
Comerica Bank79,312$2,846 12/31/2023
     FDL79,312$2,846 12/31/2023
Baird Financial Group Inc.78,774$2,826 12/31/2023
     FDL78,774$2,826 12/31/2023
Principal Securities Inc.78,066$2,801 12/31/2023
     FDL78,066$2,801 12/31/2023
Wealth Enhancement Advisory Services LLC71,342$2,745 03/31/2024
     FDL71,342$2,745 03/31/2024
Nations Financial Group Inc. IA ADV75,370$2,704 12/31/2023
     FDL75,370$2,704 12/31/2023
Total Clarity Wealth Management Inc.75,104$2,695 12/31/2023
     FDL75,104$2,695 12/31/2023
J.W. Cole Advisors Inc.74,701$2,680 12/31/2023
     FDL74,701$2,680 12/31/2023
GSA Capital Partners LLP74,200$2,662 12/31/2023
     FDL74,200$2,662 12/31/2023
ROI Financial Advisors LLC73,999$2,655 12/31/2023
     FDL73,999$2,655 12/31/2023
Foundations Investment Advisors LLC72,391$2,630 12/31/2023
     FDL72,391$2,630 12/31/2023
Citigroup Inc.73,074$2,622 12/31/2023
     FDL73,074$2,622 12/31/2023
Cedrus LLC65,817$2,533 03/31/2024
     FDL65,817$2,533 03/31/2024
Investors Research Corp69,396$2,490 12/31/2023
     FDL69,396$2,490 12/31/2023
Sargent Investment Group LLC69,082$2,479 12/31/2023
     FDL69,082$2,479 12/31/2023
National Asset Management Inc.68,578$2,461 12/31/2023
     FDL68,578$2,461 12/31/2023
Collaborative Wealth Managment Inc.67,918$2,437 12/31/2023
     FDL67,918$2,437 12/31/2023
Coppell Advisory Solutions LLC67,457$2,420 12/31/2023
     FDL67,457$2,420 12/31/2023
Resources Investment Advisors LLC.66,519$2,387 12/31/2023
     FDL66,519$2,387 12/31/2023
DAVENPORT & Co LLC64,598$2,318 12/31/2023
     FDL64,598$2,318 12/31/2023
Vestmark Advisory Solutions Inc.61,911$2,221 12/31/2023
     FDL61,911$2,221 12/31/2023
Raymond James Trust N.A.61,796$2,217 12/31/2023
     FDL61,796$2,217 12/31/2023
Oppenheimer & Co. Inc.60,703$2,178 12/31/2023
     FDL60,703$2,178 12/31/2023
Captrust Financial Advisors60,530$2,172 12/31/2023
     FDL60,530$2,172 12/31/2023
Virtu Financial LLC59,588$2,138 12/31/2023
     FDL59,588$2,138 12/31/2023
Sigma Planning Corp58,619$2,103 12/31/2023
     FDL58,619$2,103 12/31/2023
GeoWealth Management LLC56,078$2,012 12/31/2023
     FDL56,078$2,012 12/31/2023
Lakeview Capital Partners LLC55,951$2,008 12/31/2023
     FDL55,951$2,008 12/31/2023
Quad Cities Investment Group LLC50,906$1,959 03/31/2024
     FDL50,906$1,959 03/31/2024
IHT Wealth Management LLC54,516$1,956 12/31/2023
     FDL54,516$1,956 12/31/2023
Advisory Services Network LLC54,374$1,951 12/31/2023
     FDL54,374$1,951 12/31/2023
STA Wealth Management LLC54,147$1,943 12/31/2023
     FDL54,147$1,943 12/31/2023
First Heartland Consultants Inc.53,569$1,922 12/31/2023
     FDL53,569$1,922 12/31/2023
IFP Advisors Inc53,215$1,909 12/31/2023
     FDL53,215$1,909 12/31/2023
We Are One Seven LLC53,192$1,909 12/31/2023
     FDL53,192$1,909 12/31/2023
Independent Advisor Alliance50,743$1,821 12/31/2023
     FDL50,743$1,821 12/31/2023
Goldman Sachs Group Inc.49,876$1,790 12/31/2023
     FDL49,876$1,790 12/31/2023
US Bancorp DE49,455$1,774 12/31/2023
     FDL49,455$1,774 12/31/2023
Virtue Capital Management LLC47,331$1,724 12/31/2023
     FDL47,331$1,724 12/31/2023
Belpointe Asset Management LLC47,439$1,702 12/31/2023
     FDL47,439$1,702 12/31/2023
Gateway Wealth Partners LLC46,505$1,669 12/31/2023
     FDL46,505$1,669 12/31/2023
Bank of New York Mellon Corp43,498$1,561 12/31/2023
     FDL43,498$1,561 12/31/2023
Monticello Wealth Management LLC42,245$1,516 12/31/2023
     FDL42,245$1,516 12/31/2023
Mission Creek Capital Partners Inc.40,586$1,456 12/31/2023
     FDL40,586$1,456 12/31/2023
Gladstone Institutional Advisory LLC40,379$1,449 12/31/2023
     FDL40,379$1,449 12/31/2023
NBC Securities Inc.37,095$1,427 03/31/2024
     FDL37,095$1,427 03/31/2024
StoneX Group Inc.38,813$1,398 12/31/2023
     FDL38,813$1,398 12/31/2023
Ameritas Advisory Services LLC37,863$1,370 12/31/2023
     FDL37,863$1,370 12/31/2023
Moors & Cabot Inc.37,752$1,355 12/31/2023
     FDL37,752$1,355 12/31/2023
Iams Wealth Management LLC37,197$1,352 03/31/2024
     FDL37,197$1,352 03/31/2024
Tower Research Capital LLC TRC 35,383$1,270 12/31/2023
     FDL35,383$1,270 12/31/2023
Jane Street Group LLC34,215$1,228 12/31/2023
     FDL34,215$1,228 12/31/2023
FSB Premier Wealth Management Inc.33,255$1,193 12/31/2023
     FDL33,255$1,193 12/31/2023
Private Trust Co. NA33,153$1,190 12/31/2023
     FDL33,153$1,190 12/31/2023
Moloney Securities Asset Management LLC32,691$1,173 12/31/2023
     FDL32,691$1,173 12/31/2023
Assetmark Inc.32,547$1,168 12/31/2023
     FDL32,547$1,168 12/31/2023
Private Portfolio Partners LLC32,419$1,163 12/31/2023
     FDL32,419$1,163 12/31/2023
Kingsview Wealth Management LLC31,368$1,125 12/31/2023
     FDL31,368$1,125 12/31/2023
Smith Moore & CO.31,108$1,116 12/31/2023
     FDL31,108$1,116 12/31/2023
Capital Investment Advisory Services LLC31,087$1,115 12/31/2023
     FDL31,087$1,115 12/31/2023
Creative Planning29,932$1,074 12/31/2023
     FDL29,932$1,074 12/31/2023
Western Wealth Management LLC28,756$1,032 12/31/2023
     FDL28,756$1,032 12/31/2023
Colonial River Wealth Management LLC28,386$1,018 12/31/2023
     FDL28,386$1,018 12/31/2023
Arkadios Wealth Advisors28,346$1,017 12/31/2023
     FDL28,346$1,017 12/31/2023
Advisor Resource Council26,654$956 03/31/2024
     FDL26,654$956 03/31/2024
SILVER OAK SECURITIES Inc26,067$935 12/31/2023
     FDL26,067$935 12/31/2023
Commonwealth Financial Services LLC25,681$921 12/31/2023
     FDL25,681$921 12/31/2023
Bank of Nova Scotia25,405$911 12/31/2023
     FDL25,405$911 12/31/2023
Altus Wealth Group LLC24,719$887 12/31/2023
     FDL24,719$887 12/31/2023
tru Independence LLC22,765$876 03/31/2024
     FDL22,765$876 03/31/2024
Level Four Advisory Services LLC24,172$867 12/31/2023
     FDL24,172$867 12/31/2023
Cornerstone Wealth Management LLC22,416$863 03/31/2024
     FDL22,416$863 03/31/2024
IFG Advisory LLC23,954$860 12/31/2023
     FDL23,954$860 12/31/2023
Lion Street Advisors LLC22,805$818 03/31/2024
     FDL22,805$818 03/31/2024
Icon Wealth Advisors LLC22,149$795 12/31/2023
     FDL22,149$795 12/31/2023
Perennial Investment Advisors LLC21,875$785 12/31/2023
     FDL21,875$785 12/31/2023
Nwam LLC21,737$780 12/31/2023
     FDL21,737$780 12/31/2023
The PNC Financial Services Group Inc.21,656$777 12/31/2023
     FDL21,656$777 12/31/2023
KMG Fiduciary Partners LLC20,174$776 03/31/2024
     FDL20,174$776 03/31/2024
Proequities Inc. $775 12/31/2023
     FDL21,605$775 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
CoreCap Advisors LLC21,385$767 12/31/2023
     FDL21,385$767 12/31/2023
Global Retirement Partners LLC21,351$761 12/31/2023
     FDL21,351$761 12/31/2023
Accel Wealth Management20,919$751 12/31/2023
     FDL20,919$751 12/31/2023
Priebe Wealth Holdings LLC19,362$745 03/31/2024
     FDL19,362$745 03/31/2024
Larson Financial Group LLC20,583$739 12/31/2023
     FDL20,583$739 12/31/2023
Global Assets Advisory LLC19,180$738 03/31/2024
     FDL19,180$738 03/31/2024
Linscomb & Williams Inc.20,540$737 12/31/2023
     FDL20,540$737 12/31/2023
Y Intercept Hong Kong Ltd20,482$735 12/31/2023
     FDL20,482$735 12/31/2023
Provence Wealth Management Group20,465$734 12/31/2023
     FDL20,465$734 12/31/2023
Geneos Wealth Management Inc.20,076$720 12/31/2023
     FDL20,076$720 12/31/2023
Diversified LLC19,224$690 12/31/2023
     FDL19,224$690 12/31/2023
Sound View Wealth Advisors Group LLC18,836$676 12/31/2023
     FDL18,836$676 12/31/2023
L.M. Kohn & Company17,814$639 12/31/2023
     FDL17,814$639 12/31/2023
Wedbush Securities Inc.17,490$628 12/31/2023
     FDL17,490$628 12/31/2023
Sightline Wealth Advisors LLC17,400$624 12/31/2023
     FDL17,400$624 12/31/2023
Mattern Wealth Management LLC17,272$620 12/31/2023
     FDL17,272$620 12/31/2023
CWM LLC16,078$619 03/31/2024
     FDL16,078$619 03/31/2024
Connecticut Wealth Management LLC17,000$610 12/31/2023
     FDL17,000$610 12/31/2023
Flynn Zito Capital Management LLC16,916$607 12/31/2023
     FDL16,916$607 12/31/2023
1776 Wealth LLC16,877$606 12/31/2023
     FDL16,877$606 12/31/2023
Good Life Advisors LLC16,791$602 12/31/2023
     FDL16,791$602 12/31/2023
Cresset Asset Management LLC16,245$583 12/31/2023
     FDL16,245$583 12/31/2023
Keystone Financial Group15,423$553 12/31/2023
     FDL15,423$553 12/31/2023
Capital Analysts LLC14,939$536 12/31/2023
     FDL14,939$536 12/31/2023
Continuum Advisory LLC14,837$532 12/31/2023
     FDL14,837$532 12/31/2023
NewEdge Wealth LLC14,733$529 12/31/2023
     FDL14,733$529 12/31/2023
FinTrust Capital Advisors LLC14,561$522 12/31/2023
     FDL14,561$522 12/31/2023
Benjamin Edwards Inc.14,529$521 12/31/2023
     FDL14,529$521 12/31/2023
Flagship Harbor Advisors LLC13,296$512 03/31/2024
     FDL13,296$512 03/31/2024
Personal CFO Solutions LLC13,867$498 12/31/2023
     FDL13,867$498 12/31/2023
Tucker Asset Management LLC13,628$489 12/31/2023
     FDL13,628$489 12/31/2023
Apollon Wealth Management LLC13,179$473 12/31/2023
     FDL13,179$473 12/31/2023
Regal Investment Advisors LLC12,801$459 12/31/2023
     FDL12,801$459 12/31/2023
Focus Financial Network Inc. ADV12,734$457 12/31/2023
     FDL12,734$457 12/31/2023
Paragon Private Wealth Management LLC12,640$454 12/31/2023
     FDL12,640$454 12/31/2023
Weaver Consulting Group11,780$453 03/31/2024
     FDL11,780$453 03/31/2024
Zega Financial LLC12,451$447 12/31/2023
     FDL12,451$447 12/31/2023
Mercer Global Advisors Inc. ADV12,436$446 12/31/2023
     FDL12,436$446 12/31/2023
Formidable Asset Management LLC12,275$440 12/31/2023
     FDL12,275$440 12/31/2023
Townsquare Capital LLC12,000$431 12/31/2023
     FDL12,000$431 12/31/2023
WMG Financial Advisors LLC11,902$427 12/31/2023
     FDL11,902$427 12/31/2023
PCA Investment Advisory Services Inc.11,828$424 12/31/2023
     FDL11,828$424 12/31/2023
Sunbelt Securities Inc.10,924$420 03/31/2024
     FDL10,924$420 03/31/2024
Main Street Financial Solutions LLC11,550$414 12/31/2023
     FDL11,550$414 12/31/2023
MTM Investment Management LLC11,418$410 12/31/2023
     FDL11,418$410 12/31/2023
Eagle Strategies LLC11,387$409 12/31/2023
     FDL11,387$409 12/31/2023
CI Private Wealth LLC11,348$407 12/31/2023
     FDL11,348$407 12/31/2023
Holistic Planning LLC11,227$403 12/31/2023
     FDL11,227$403 12/31/2023
Calton & Associates Inc.10,404$400 03/31/2024
     FDL10,404$400 03/31/2024
Comprehensive Financial Consultants Institutional Inc.11,119$399 12/31/2023
     FDL11,119$399 12/31/2023
Koshinski Asset Management Inc.11,077$397 12/31/2023
     FDL11,077$397 12/31/2023
J Arnold Wealth Management Co10,961$393 12/31/2023
     FDL10,961$393 12/31/2023
Fortress Wealth Group LLC10,590$388 12/31/2023
     FDL10,590$388 12/31/2023
Wealthsource Partners LLC10,774$387 12/31/2023
     FDL10,774$387 12/31/2023
United Bank10,395$373 12/31/2023
     FDL10,395$373 12/31/2023
Arete Wealth Advisors LLC10,362$372 12/31/2023
     FDL10,362$372 12/31/2023
Monument Group Wealth Advisors LLC10,350$371 12/31/2023
     FDL10,350$371 12/31/2023
Santori & Peters Inc.9,561$368 03/31/2024
     FDL9,561$368 03/31/2024
Financial Advisors Network Inc.10,102$362 12/31/2023
     FDL10,102$362 12/31/2023
Centaurus Financial Inc.10,011$359 12/31/2023
     FDL10,011$359 12/31/2023
Claro Advisors LLC9,228$355 03/31/2024
     FDL9,228$355 03/31/2024
KPP Advisory Services LLC9,785$351 12/31/2023
     FDL9,785$351 12/31/2023
XML Financial LLC9,703$348 12/31/2023
     FDL9,703$348 12/31/2023
Moseley Investment Management Inc.8,900$342 03/31/2024
     FDL8,900$342 03/31/2024
Regions Financial Corp9,392$337 12/31/2023
     FDL9,392$337 12/31/2023
StrategIQ Financial Group LLC9,368$336 12/31/2023
     FDL9,368$336 12/31/2023
Ancora Advisors LLC9,222$331 12/31/2023
     FDL9,222$331 12/31/2023
Susquehanna International Group LLP9,222$331 12/31/2023
     FDL9,222$331 12/31/2023
D. E. Shaw & Co. Inc.9,166$329 12/31/2023
     FDL9,166$329 12/31/2023
Swisher Financial Concepts Inc.9,123$325 12/31/2023
     FDL9,123$325 12/31/2023
Stratos Wealth Advisors LLC8,214$316 03/31/2024
     FDL8,214$316 03/31/2024
BCS Wealth Management8,180$315 03/31/2024
     FDL8,180$315 03/31/2024
Integrity Financial Corp WA8,767$315 12/31/2023
     FDL8,767$315 12/31/2023
Sykon Capital LLC8,717$313 12/31/2023
     FDL8,717$313 12/31/2023
Oldfather Financial Services LLC8,636$310 12/31/2023
     FDL8,636$310 12/31/2023
Householder Group Estate & Retirement Specialist LLC8,448$303 12/31/2023
     FDL8,448$303 12/31/2023
Qube Research & Technologies Ltd8,412$302 12/31/2023
     FDL8,412$302 12/31/2023
FMR LLC8,381$301 12/31/2023
     FDL8,381$301 12/31/2023
RDA Financial Network7,758$299 03/31/2024
     FDL7,758$299 03/31/2024
PFG Advisors8,335$299 12/31/2023
     FDL8,335$299 12/31/2023
Sloy Dahl & Holst LLC7,680$296 03/31/2024
     FDL7,680$296 03/31/2024
WESPAC Advisors SoCal LLC7,550$291 03/31/2024
     FDL7,550$291 03/31/2024
Beacon Financial Advisory LLC8,103$291 12/31/2023
     FDL8,103$291 12/31/2023
Patriot Financial Group Insurance Agency LLC7,979$286 12/31/2023
     FDL7,979$286 12/31/2023
WealthTrust Asset Management LLC7,884$283 12/31/2023
     FDL7,884$283 12/31/2023
ABLE Financial Group LLC7,886$283 12/31/2023
     FDL7,886$283 12/31/2023
Waterfront Wealth Inc.7,815$280 12/31/2023
     FDL7,815$280 12/31/2023
Blair William & Co. IL7,609$273 12/31/2023
     FDL7,609$273 12/31/2023
Waterloo Capital L.P.7,539$270 12/31/2023
     FDL7,539$270 12/31/2023
Thrivent Financial for Lutherans7,455$267 12/31/2023
     FDL7,455$267 12/31/2023
Principle Wealth Partners LLC7,260$260 12/31/2023
     FDL7,260$260 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC7,180$258 12/31/2023
     FDL7,180$258 12/31/2023
GPS Wealth Strategies Group LLC7,058$253 12/31/2023
     FDL7,058$253 12/31/2023
Equitable Trust Co.7,005$251 12/31/2023
     FDL7,005$251 12/31/2023
Zacks Investment Management6,951$249 12/31/2023
     FDL6,951$249 12/31/2023
Trexquant Investment LP6,874$247 12/31/2023
     FDL6,874$247 12/31/2023
Clarus Group Inc.6,809$244 12/31/2023
     FDL6,809$244 12/31/2023
RFG Advisory LLC6,322$243 03/31/2024
     FDL6,322$243 03/31/2024
Mutual Advisors LLC6,776$243 12/31/2023
     FDL6,776$243 12/31/2023
Heartwood Wealth Advisors LLC6,246$240 03/31/2024
     FDL6,246$240 03/31/2024
Institute for Wealth Management LLC.6,670$239 12/31/2023
     FDL6,670$239 12/31/2023
Semus Wealth Partners LLC6,600$237 12/31/2023
     FDL6,600$237 12/31/2023
Synovus Financial Corp6,575$236 12/31/2023
     FDL6,575$236 12/31/2023
Sebold Capital Management Inc.6,028$232 03/31/2024
     FDL6,028$232 03/31/2024
Aveo Capital Partners LLC6,462$232 12/31/2023
     FDL6,462$232 12/31/2023
Cedar Brook Financial Partners LLC6,006$231 03/31/2024
     FDL6,006$231 03/31/2024
Strategic Financial Concepts LLC6,334$227 12/31/2023
     FDL6,334$227 12/31/2023
Beacon Pointe Advisors LLC6,152$221 12/31/2023
     FDL6,152$221 12/31/2023
BOK Financial Private Wealth Inc.6,055$217 12/31/2023
     FDL6,055$217 12/31/2023
Money Concepts Capital Corp6,014$216 12/31/2023
     FDL6,014$216 12/31/2023
Hexagon Capital Partners LLC5,593$215 03/31/2024
     FDL5,593$215 03/31/2024
Sontag Advisory LLC6,000$215 12/31/2023
     FDL6,000$215 12/31/2023
Sterling Investment Management Inc.5,800$208 12/31/2023
     FDL5,800$208 12/31/2023
Cutter & CO Brokerage Inc.5,758$207 12/31/2023
     FDL5,758$207 12/31/2023
Core Wealth Partners LLC5,731$206 12/31/2023
     FDL5,731$206 12/31/2023
Coastal Investment Advisors Inc.5,312$204 03/31/2024
     FDL5,312$204 03/31/2024
PSI Advisors LLC5,563$200 12/31/2023
     FDL5,563$200 12/31/2023
Bessemer Group Inc.4,900$176 12/31/2023
     FDL4,900$176 12/31/2023
Spire Wealth Management4,725$168 12/31/2023
     FDL4,725$168 12/31/2023
Emfo LLC4,060$146 12/31/2023
     FDL4,060$146 12/31/2023
Bellevue Asset Management LLC3,994$143 12/31/2023
     FDL3,994$143 12/31/2023
DHJJ Financial Advisors Ltd.3,611$139 03/31/2024
     FDL3,611$139 03/31/2024
Tsfg LLC3,595$138 03/31/2024
     FDL3,595$138 03/31/2024
Creekmur Asset Management LLC3,372$121 12/31/2023
     FDL3,372$121 12/31/2023
Country Trust Bank3,000$115 03/31/2024
     FDL3,000$115 03/31/2024
Raleigh Capital Management Inc.3,139$113 12/31/2023
     FDL3,139$113 12/31/2023
Tyler Stone Wealth Management3,078$110 12/31/2023
     FDL3,078$110 12/31/2023
GAMMA Investing LLC2,565$99 03/31/2024
     FDL2,565$99 03/31/2024
Pinnacle Bank2,463$95 03/31/2024
     FDL2,463$95 03/31/2024
Hazlett Burt & Watson Inc.2,391$86 12/31/2023
     FDL2,391$86 12/31/2023
National Bank of Canada FI2,367$86 12/31/2023
     FDL2,367$86 12/31/2023
Transcendent Capital Group LLC2,200$79 12/31/2023
     FDL2,200$79 12/31/2023
TD Waterhouse Canada Inc.2,139$78 12/31/2023
     FDL2,139$78 12/31/2023
First Financialcorp IN1,875$72 03/31/2024
     FDL1,875$72 03/31/2024
Whittier Trust Co.2,000$72 12/31/2023
     FDL2,000$72 12/31/2023
Bogart Wealth LLC1,983$71 12/31/2023
     FDL1,983$71 12/31/2023
Sound Income Strategies LLC1,618$62 03/31/2024
     FDL1,618$62 03/31/2024
Tradition Wealth Management LLC1,485$53 12/31/2023
     FDL1,485$53 12/31/2023
Westside Investment Management Inc.1,300$50 03/31/2024
     FDL1,300$50 03/31/2024
Cullen Frost Bankers Inc.1,299$47 12/31/2023
     FDL1,299$47 12/31/2023
Wolff Wiese Magana LLC1,135$44 03/31/2024
     FDL1,135$44 03/31/2024
Jones Financial Companies Lllp1,197$43 12/31/2023
     FDL1,197$43 12/31/2023
Signaturefd LLC1,197$43 12/31/2023
     FDL1,197$43 12/31/2023
Retirement Group LLC1,200$43 12/31/2023
     FDL1,200$43 12/31/2023
Farther Finance Advisors LLC1,000$36 12/31/2023
     FDL1,000$36 12/31/2023
Sugarloaf Wealth Management LLC926$33 12/31/2023
     FDL926$33 12/31/2023
North Star Investment Management Corp.855$31 12/31/2023
     FDL855$31 12/31/2023
Addison Advisors LLC800$29 12/31/2023
     FDL800$29 12/31/2023
Planning Capital Management Corp805$29 12/31/2023
     FDL805$29 12/31/2023
Institutional & Family Asset Management LLC753$27 12/31/2023
     FDL753$27 12/31/2023
Valley National Advisers Inc.577$22 03/31/2024
     FDL577$22 03/31/2024
AlphaMark Advisors LLC550$21 03/31/2024
     FDL550$21 03/31/2024
Northwest Financial Advisors551$20 12/31/2023
     FDL551$20 12/31/2023
AdvisorNet Financial Inc498$19 03/31/2024
     FDL498$19 03/31/2024
VitalStone Financial LLC466$17 12/31/2023
     FDL466$17 12/31/2023
Fifth Third Bancorp400$14 12/31/2023
     FDL400$14 12/31/2023
NBT Bank N A NY400$14 12/31/2023
     FDL400$14 12/31/2023
NewSquare Capital LLC355$13 12/31/2023
     FDL355$13 12/31/2023
Mark Sheptoff Financial Planning LLC350$13 12/31/2023
     FDL350$13 12/31/2023
Northwest Bank & Trust Co368$13 12/31/2023
     FDL368$13 12/31/2023
Castleview Partners LLC294$11 12/31/2023
     FDL294$11 12/31/2023
Key Financial Inc283$10 12/31/2023
     FDL283$10 12/31/2023
Financial Perspectives Inc275$10 12/31/2023
     FDL275$10 12/31/2023
Aspect Partners LLC248$9 12/31/2023
     FDL248$9 12/31/2023
Barrett & Company Inc.200$8 03/31/2024
     FDL200$8 03/31/2024
Baldwin Brothers Inc. MA220$8 03/31/2024
     FDL220$8 03/31/2024
Gradient Investments LLC232$8 12/31/2023
     FDL232$8 12/31/2023
McIlrath & Eck LLC200$7 12/31/2023
     FDL200$7 12/31/2023
Baystate Wealth Management LLC102$4 12/31/2023
     FDL102$4 12/31/2023
Tidemark LLC102$4 12/31/2023
     FDL102$4 12/31/2023
DB Wealth Management Group LLC56$2 12/31/2023
     FDL56$2 12/31/2023
Coston McIsaac & Partners36$1 03/31/2024
     FDL36$1 03/31/2024
Huntington National Bank1$0 12/31/2023
     FDL1$0 12/31/2023

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

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