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Institutional Holders of FDL

There is a long list of 350 institutional holders of FDL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FDL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FDL table below, the initial column indicates the name of each top institutional holder of FDL, with a link to that fund's top holdings. The next columns indicate the amount of FDL stock held by each of the institutional holders of FDL, followed by the FDL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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.1,773,322$68,237 03/31/2024
     FDL1,773,322$68,237 03/31/2024
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
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
TRUE Private Wealth Advisors1,108,956$42,670 03/31/2024
     FDL1,108,956$42,670 03/31/2024
Raymond James & Associates1,084,547$41,733 03/31/2024
     FDL1,084,547$41,733 03/31/2024
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
Cambridge Investment Research Advisors Inc.729,142$28,057 03/31/2024
     FDL729,142$28,057 03/31/2024
Summit Financial Wealth Advisors LLC718,313$25,773 12/31/2023
     FDL718,313$25,773 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
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
Allworth Financial LP186,588$7,180 03/31/2024
     FDL186,588$7,180 03/31/2024
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
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

See All: Funds Holding FDL
See Details: Top 10 Hedge Funds Holding FDL
Also See: FDL Holdings Changes

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