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On this page, we present all of the funds holding FDN from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding FDN, with a link to that fund's top holdings. The next columns
indicate the amount of FDN stock held by each of the funds holding FDN, followed by the FDN position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 487 funds holding FDN within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by First Trust Advisors LP. For more details on the positions held by First Trust Advisors LP
(or by any of the other funds holding FDN), click the fund name in the "Holder" column of the funds-holding-FDN table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
First Trust Advisors LP | 3,778,226 | $704,827 | 12/31/2023 | FDN | 3,778,226 | $704,827 | 12/31/2023 | Morgan Stanley | 1,531,488 | $285,699 | 12/31/2023 | FDN | 1,531,488 | $285,699 | 12/31/2023 | Wells Fargo & Company MN | 1,170,728 | $218,399 | 12/31/2023 | FDN | 1,170,728 | $218,399 | 12/31/2023 | Fisher Asset Management LLC | 1,067,062 | $199,060 | 12/31/2023 | FDN | 1,067,062 | $199,060 | 12/31/2023 | Global Assets Advisory LLC | 871,878 | $178,813 | 03/31/2024 | FDN | 871,878 | $178,813 | 03/31/2024 | Bank of America Corp DE | 891,620 | $166,332 | 12/31/2023 | FDN | 891,620 | $166,332 | 12/31/2023 | LPL Financial LLC | 691,850 | $129,065 | 12/31/2023 | FDN | 691,850 | $129,065 | 12/31/2023 | Two Sigma Investments LP | 571,300 | $106,576 | 12/31/2023 | FDN | 571,300 | $106,576 | 12/31/2023 | Royal Bank of Canada | 483,194 | $90,140 | 12/31/2023 | FDN | 483,194 | $90,140 | 12/31/2023 | UBS Group AG | 446,464 | $83,288 | 12/31/2023 | FDN | 446,464 | $83,288 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 318,222 | $59,364 | 12/31/2023 | FDN | 318,222 | $59,364 | 12/31/2023 | Two Sigma Advisers LP | 306,900 | $57,252 | 12/31/2023 | FDN | 306,900 | $57,252 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 275,562 | $51,406 | 12/31/2023 | FDN | 275,562 | $51,406 | 12/31/2023 | Envestnet Asset Management Inc. | 243,707 | $45,464 | 12/31/2023 | FDN | 243,707 | $45,464 | 12/31/2023 | Raymond James & Associates | 225,737 | $42,111 | 12/31/2023 | FDN | 225,737 | $42,111 | 12/31/2023 | JPMorgan Chase & Co. | 207,094 | $38,634 | 12/31/2023 | FDN | 207,094 | $38,634 | 12/31/2023 | Advisor Group Holdings Inc. | 183,035 | $34,143 | 12/31/2023 | FDN | 183,035 | $34,143 | 12/31/2023 | Truist Financial Corp | 182,373 | $34,022 | 12/31/2023 | FDN | 182,373 | $34,022 | 12/31/2023 | Northeast Financial Consultants Inc | 177,289 | $33,073 | 12/31/2023 | FDN | 177,289 | $33,073 | 12/31/2023 | Commonwealth Equity Services LLC | 162,551 | $30,324 | 12/31/2023 | FDN | 162,551 | $30,324 | 12/31/2023 | Ameriprise Financial Inc. | 146,269 | $27,421 | 12/31/2023 | FDN | 146,269 | $27,421 | 12/31/2023 | Stifel Financial Corp | 144,235 | $26,907 | 12/31/2023 | FDN | 144,235 | $26,907 | 12/31/2023 | Goldman Sachs Group Inc. | 124,123 | $23,155 | 12/31/2023 | FDN | 124,123 | $23,155 | 12/31/2023 | Baird Financial Group Inc. | 120,059 | $22,397 | 12/31/2023 | FDN | 120,059 | $22,397 | 12/31/2023 | O Dell Group LLC | 110,286 | $20,574 | 12/31/2023 | FDN | 110,286 | $20,574 | 12/31/2023 | GWM Advisors LLC | 99,485 | $18,718 | 12/31/2023 | FDN | 99,485 | $18,718 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 88,777 | $16,561 | 12/31/2023 | FDN | 88,777 | $16,561 | 12/31/2023 | Prudential PLC | 86,400 | $16,118 | 12/31/2023 | FDN | 86,400 | $16,118 | 12/31/2023 | Janney Montgomery Scott LLC | 86,067 | $16,056 | 12/31/2023 | FDN | 86,067 | $16,056 | 12/31/2023 | Advisory Services Network LLC | 84,787 | $15,817 | 12/31/2023 | FDN | 84,787 | $15,817 | 12/31/2023 | HighTower Advisors LLC | 83,426 | $15,569 | 12/31/2023 | FDN | 83,426 | $15,569 | 12/31/2023 | Bensler LLC | 76,866 | $14,339 | 12/31/2023 | FDN | 76,866 | $14,339 | 12/31/2023 | NewSquare Capital LLC | 76,315 | $14,237 | 12/31/2023 | FDN | 76,315 | $14,237 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 76,288 | $14,232 | 12/31/2023 | FDN | 76,288 | $14,232 | 12/31/2023 | Kestra Advisory Services LLC | 72,386 | $13,504 | 12/31/2023 | FDN | 72,386 | $13,504 | 12/31/2023 | Sequoia Financial Advisors LLC | 67,805 | $12,649 | 12/31/2023 | FDN | 67,805 | $12,649 | 12/31/2023 | Susquehanna International Group LLP | | $12,145 | 12/31/2023 | Call | 53,100 | $9,906 | 12/31/2023 | FDN | 44,899 | $8,376 | 12/31/2023 | Put | 32,900 | $6,137 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 63,013 | $11,755 | 12/31/2023 | FDN | 63,013 | $11,755 | 12/31/2023 | Kraft Davis & Associates LLC | 58,019 | $11,372 | 12/31/2023 | FDN | 58,019 | $11,372 | 12/31/2023 | Private Advisor Group LLC | 60,471 | $11,281 | 12/31/2023 | FDN | 60,471 | $11,281 | 12/31/2023 | Captrust Financial Advisors | 59,347 | $11,071 | 12/31/2023 | FDN | 59,347 | $11,071 | 12/31/2023 | Harel Insurance Investments & Financial Services Ltd. | 57,000 | $10,633 | 12/31/2023 | FDN | 57,000 | $10,633 | 12/31/2023 | Mirabella Financial Services LLP | 54,030 | $10,079 | 12/31/2023 | FDN | 54,030 | $10,079 | 12/31/2023 | SeaCrest Wealth Management LLC | 53,100 | $9,556 | 12/31/2023 | FDN | 53,100 | $9,556 | 12/31/2023 | Beaumont Financial Advisors LLC | 50,516 | $9,424 | 12/31/2023 | FDN | 50,516 | $9,424 | 12/31/2023 | Millennium Management LLC | 50,403 | $9,403 | 12/31/2023 | FDN | 50,403 | $9,403 | 12/31/2023 | WCG Wealth Advisors LLC | 50,361 | $9,395 | 12/31/2023 | FDN | 50,361 | $9,395 | 12/31/2023 | Nilsine Partners LLC | 48,028 | $8,960 | 12/31/2023 | FDN | 48,028 | $8,960 | 12/31/2023 | Tamar Securities LLC | 46,220 | $8,622 | 12/31/2023 | FDN | 46,220 | $8,622 | 12/31/2023 | Peapack Gladstone Financial Corp | 45,977 | $8,577 | 12/31/2023 | FDN | 45,977 | $8,577 | 12/31/2023 | Pinnacle Associates Ltd. | 43,221 | $8,063 | 12/31/2023 | FDN | 43,221 | $8,063 | 12/31/2023 | Southland Equity Partners LLC | 35,275 | $7,235 | 03/31/2024 | FDN | 35,275 | $7,235 | 03/31/2024 | Rockefeller Capital Management L.P. | 38,598 | $7,200 | 12/31/2023 | FDN | 38,598 | $7,200 | 12/31/2023 | Cetera Investment Advisers | 38,386 | $7,161 | 12/31/2023 | FDN | 38,386 | $7,161 | 12/31/2023 | AE Wealth Management LLC | 35,511 | $6,941 | 12/31/2023 | FDN | 35,511 | $6,941 | 12/31/2023 | Daymark Wealth Partners LLC | 33,220 | $6,813 | 03/31/2024 | FDN | 33,220 | $6,813 | 03/31/2024 | Citadel Advisors LLC | | $6,714 | 12/31/2023 | Call | 27,700 | $5,167 | 12/31/2023 | FDN | 21,994 | $4,103 | 12/31/2023 | Put | 13,700 | $2,556 | 12/31/2023 | CWM LLC | 32,570 | $6,680 | 03/31/2024 | FDN | 32,570 | $6,680 | 03/31/2024 | MML Investors Services LLC | 35,624 | $6,646 | 12/31/2023 | FDN | 35,624 | $6,646 | 12/31/2023 | Wealth Management Partners LLC | 32,371 | $6,639 | 03/31/2024 | FDN | 32,371 | $6,639 | 03/31/2024 | Marshall Wace LLP | 35,510 | $6,624 | 12/31/2023 | FDN | 35,510 | $6,624 | 12/31/2023 | FSC Wealth Advisors LLC | 31,035 | $6,365 | 03/31/2024 | FDN | 31,035 | $6,365 | 03/31/2024 | Cetera Advisor Networks LLC | 33,358 | $6,223 | 12/31/2023 | FDN | 33,358 | $6,223 | 12/31/2023 | Kestra Private Wealth Services LLC | 32,315 | $6,028 | 12/31/2023 | FDN | 32,315 | $6,028 | 12/31/2023 | Money Concepts Capital Corp | 30,997 | $5,782 | 12/31/2023 | FDN | 30,997 | $5,782 | 12/31/2023 | NTV Asset Management LLC | 30,944 | $5,773 | 12/31/2023 | FDN | 30,944 | $5,773 | 12/31/2023 | Pacific Sun Financial Corp | 30,926 | $5,769 | 12/31/2023 | FDN | 30,926 | $5,769 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 30,856 | $5,756 | 12/31/2023 | FDN | 30,856 | $5,756 | 12/31/2023 | National Asset Management Inc. | 28,711 | $5,356 | 12/31/2023 | FDN | 28,711 | $5,356 | 12/31/2023 | GTS Securities LLC | 27,691 | $5,166 | 12/31/2023 | FDN | 27,691 | $5,166 | 12/31/2023 | Gladstone Institutional Advisory LLC | 27,091 | $5,054 | 12/31/2023 | FDN | 27,091 | $5,054 | 12/31/2023 | Oppenheimer & Co. Inc. | 27,016 | $5,040 | 12/31/2023 | FDN | 27,016 | $5,040 | 12/31/2023 | Somerset Trust Co | 24,557 | $5,036 | 03/31/2024 | FDN | 24,557 | $5,036 | 03/31/2024 | Lindbrook Capital LLC | 26,633 | $4,968 | 12/31/2023 | FDN | 26,633 | $4,968 | 12/31/2023 | Paragon Private Wealth Management LLC | 25,958 | $4,842 | 12/31/2023 | FDN | 25,958 | $4,842 | 12/31/2023 | Gateway Advisory LLC | 24,739 | $4,615 | 12/31/2023 | FDN | 24,739 | $4,615 | 12/31/2023 | Crestone Asset Management LLC | 24,026 | $4,482 | 12/31/2023 | FDN | 24,026 | $4,482 | 12/31/2023 | Mariner LLC | 23,842 | $4,448 | 12/31/2023 | FDN | 23,842 | $4,448 | 12/31/2023 | Atria Wealth Solutions Inc. | 23,806 | $4,441 | 12/31/2023 | FDN | 23,806 | $4,441 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 23,339 | $4,354 | 12/31/2023 | FDN | 23,339 | $4,354 | 12/31/2023 | SFI Advisors LLC | 23,330 | $4,352 | 12/31/2023 | FDN | 23,330 | $4,352 | 12/31/2023 | Avantax Advisory Services Inc. | 22,448 | $4,188 | 12/31/2023 | FDN | 22,448 | $4,188 | 12/31/2023 | Cannon Global Investment Management LLC | 20,400 | $4,184 | 03/31/2024 | FDN | 20,400 | $4,184 | 03/31/2024 | Equitable Holdings Inc. | 22,026 | $4,109 | 12/31/2023 | FDN | 22,026 | $4,109 | 12/31/2023 | Regal Investment Advisors LLC | 21,977 | $4,100 | 12/31/2023 | FDN | 21,977 | $4,100 | 12/31/2023 | Qube Research & Technologies Ltd | 21,775 | $4,062 | 12/31/2023 | FDN | 21,775 | $4,062 | 12/31/2023 | Assetmark Inc. | 21,725 | $4,053 | 12/31/2023 | FDN | 21,725 | $4,053 | 12/31/2023 | Snowden Capital Advisors LLC | 21,362 | $3,985 | 12/31/2023 | FDN | 21,362 | $3,985 | 12/31/2023 | D.A. Davidson & CO. | 20,145 | $3,758 | 12/31/2023 | FDN | 20,145 | $3,758 | 12/31/2023 | Harbour Investments Inc. | 19,928 | $3,718 | 12/31/2023 | FDN | 19,928 | $3,718 | 12/31/2023 | Stephens Inc. AR | 19,502 | $3,638 | 12/31/2023 | FDN | 19,502 | $3,638 | 12/31/2023 | Creative Planning | 19,494 | $3,637 | 12/31/2023 | FDN | 19,494 | $3,637 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 18,242 | $3,403 | 12/31/2023 | FDN | 18,242 | $3,403 | 12/31/2023 | Bank of New York Mellon Corp | 17,459 | $3,257 | 12/31/2023 | FDN | 17,459 | $3,257 | 12/31/2023 | Synergy Financial Management LLC | 16,893 | $3,151 | 12/31/2023 | FDN | 16,893 | $3,151 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 15,748 | $2,938 | 12/31/2023 | FDN | 15,748 | $2,938 | 12/31/2023 | Toth Financial Advisory Corp | 14,118 | $2,895 | 03/31/2024 | FDN | 14,118 | $2,895 | 03/31/2024 | Steward Partners Investment Advisory LLC | 14,973 | $2,793 | 12/31/2023 | FDN | 14,973 | $2,793 | 12/31/2023 | Garden State Investment Advisory Services LLC | 14,965 | $2,792 | 12/31/2023 | FDN | 14,965 | $2,792 | 12/31/2023 | RFG Advisory LLC | 13,483 | $2,765 | 03/31/2024 | FDN | 13,483 | $2,765 | 03/31/2024 | WealthBridge Capital Management LLC | 14,324 | $2,672 | 12/31/2023 | FDN | 14,324 | $2,672 | 12/31/2023 | FFT Wealth Management LLC | 14,170 | $2,643 | 12/31/2023 | FDN | 14,170 | $2,643 | 12/31/2023 | The PNC Financial Services Group Inc. | 14,096 | $2,630 | 12/31/2023 | FDN | 14,096 | $2,630 | 12/31/2023 | Coppell Advisory Solutions LLC | 13,992 | $2,610 | 12/31/2023 | FDN | 13,992 | $2,610 | 12/31/2023 | Bank of Montreal Can | 13,516 | $2,548 | 12/31/2023 | FDN | 13,516 | $2,548 | 12/31/2023 | Flaharty Asset Management LLC | 13,491 | $2,517 | 12/31/2023 | FDN | 13,491 | $2,517 | 12/31/2023 | Comerica Bank | 13,229 | $2,468 | 12/31/2023 | FDN | 13,229 | $2,468 | 12/31/2023 | IFG Advisory LLC | 13,134 | $2,450 | 12/31/2023 | FDN | 13,134 | $2,450 | 12/31/2023 | Arkadios Wealth Advisors | 12,755 | $2,379 | 12/31/2023 | FDN | 12,755 | $2,379 | 12/31/2023 | TriaGen Wealth Management LLC | 12,107 | $2,259 | 12/31/2023 | FDN | 12,107 | $2,259 | 12/31/2023 | Merit Financial Group LLC | 11,979 | $2,235 | 12/31/2023 | FDN | 11,979 | $2,235 | 12/31/2023 | PCG Wealth Advisors LLC | 11,965 | $2,232 | 12/31/2023 | FDN | 11,965 | $2,232 | 12/31/2023 | Novak & Powell Financial Services Inc. | 11,664 | $2,176 | 12/31/2023 | FDN | 11,664 | $2,176 | 12/31/2023 | Peterson Wealth Management | 11,439 | $2,134 | 12/31/2023 | FDN | 11,439 | $2,134 | 12/31/2023 | Somerset Group LLC | 11,425 | $2,131 | 12/31/2023 | FDN | 11,425 | $2,131 | 12/31/2023 | Etfidea LLC | 11,390 | $2,125 | 12/31/2023 | FDN | 11,390 | $2,125 | 12/31/2023 | Gateway Wealth Partners LLC | 11,331 | $2,114 | 12/31/2023 | FDN | 11,331 | $2,114 | 12/31/2023 | Integrated Wealth Concepts LLC | 11,178 | $2,085 | 12/31/2023 | FDN | 11,178 | $2,085 | 12/31/2023 | Ameritas Advisory Services LLC | 10,148 | $2,029 | 12/31/2023 | FDN | 10,148 | $2,029 | 12/31/2023 | EP Wealth Advisors LLC | 10,813 | $2,017 | 12/31/2023 | FDN | 10,813 | $2,017 | 12/31/2023 | Cresset Asset Management LLC | 10,528 | $1,964 | 12/31/2023 | FDN | 10,528 | $1,964 | 12/31/2023 | Financial Advocates Investment Management | 10,482 | $1,955 | 12/31/2023 | FDN | 10,482 | $1,955 | 12/31/2023 | Park Avenue Securities LLC | 9,333 | $1,914 | 03/31/2024 | FDN | 9,333 | $1,914 | 03/31/2024 | Cetera Advisors LLC | 10,161 | $1,896 | 12/31/2023 | FDN | 10,161 | $1,896 | 12/31/2023 | Flow Traders U.S. LLC | 10,114 | $1,887 | 12/31/2023 | FDN | 10,114 | $1,887 | 12/31/2023 | Q3 Asset Management | 10,025 | $1,871 | 12/31/2023 | FDN | 10,025 | $1,871 | 12/31/2023 | Mission Creek Capital Partners Inc. | 9,974 | $1,861 | 12/31/2023 | FDN | 9,974 | $1,861 | 12/31/2023 | Juncture Wealth Strategies LLC | 9,001 | $1,846 | 03/31/2024 | FDN | 9,001 | $1,846 | 03/31/2024 | Y Intercept Hong Kong Ltd | 9,661 | $1,802 | 12/31/2023 | FDN | 9,661 | $1,802 | 12/31/2023 | Wagner Wealth Management LLC | 9,540 | $1,780 | 12/31/2023 | FDN | 9,540 | $1,780 | 12/31/2023 | Meitav Dash Investments Ltd. | 9,316 | $1,749 | 12/31/2023 | FDN | 9,316 | $1,749 | 12/31/2023 | CoreCap Advisors LLC | 9,214 | $1,719 | 12/31/2023 | FDN | 9,214 | $1,719 | 12/31/2023 | IFP Advisors Inc | 9,068 | $1,691 | 12/31/2023 | FDN | 9,068 | $1,691 | 12/31/2023 | Western Wealth Management LLC | 8,941 | $1,668 | 12/31/2023 | FDN | 8,941 | $1,668 | 12/31/2023 | MTM Investment Management LLC | 8,842 | $1,649 | 12/31/2023 | FDN | 8,842 | $1,649 | 12/31/2023 | Resolute Wealth Strategies LLC | 8,699 | $1,623 | 12/31/2023 | FDN | 8,699 | $1,623 | 12/31/2023 | IHT Wealth Management LLC | 8,682 | $1,620 | 12/31/2023 | FDN | 8,682 | $1,620 | 12/31/2023 | Dumont & Blake Investment Advisors LLC | 7,787 | $1,597 | 03/31/2024 | FDN | 7,787 | $1,597 | 03/31/2024 | Cedar Brook Financial Partners LLC | 7,733 | $1,586 | 03/31/2024 | FDN | 7,733 | $1,586 | 03/31/2024 | Renaissance Technologies LLC | 8,500 | $1,586 | 12/31/2023 | FDN | 8,500 | $1,586 | 12/31/2023 | Stratos Wealth Partners LTD. | 7,718 | $1,583 | 03/31/2024 | FDN | 7,718 | $1,583 | 03/31/2024 | Westside Investment Management Inc. | 8,484 | $1,583 | 12/31/2023 | FDN | 8,484 | $1,583 | 12/31/2023 | SILVER OAK SECURITIES Inc | 8,434 | $1,573 | 12/31/2023 | FDN | 8,434 | $1,573 | 12/31/2023 | GSA Capital Partners LLP | 8,366 | $1,561 | 12/31/2023 | FDN | 8,366 | $1,561 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 8,351 | $1,558 | 12/31/2023 | FDN | 8,351 | $1,558 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 7,488 | $1,536 | 03/31/2024 | FDN | 7,488 | $1,536 | 03/31/2024 | Beacon Pointe Advisors LLC | 8,139 | $1,518 | 12/31/2023 | FDN | 8,139 | $1,518 | 12/31/2023 | Sargent Investment Group LLC | 8,070 | $1,505 | 12/31/2023 | FDN | 8,070 | $1,505 | 12/31/2023 | LGL Partners LLC | 8,054 | $1,502 | 12/31/2023 | FDN | 8,054 | $1,502 | 12/31/2023 | First Heartland Consultants Inc. | 8,043 | $1,500 | 12/31/2023 | FDN | 8,043 | $1,500 | 12/31/2023 | Guerra Pan Advisors LLC | 7,902 | $1,474 | 12/31/2023 | FDN | 7,902 | $1,474 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 7,723 | $1,441 | 12/31/2023 | FDN | 7,723 | $1,441 | 12/31/2023 | Iams Wealth Management LLC | 7,708 | $1,438 | 12/31/2023 | FDN | 7,708 | $1,438 | 12/31/2023 | Aveo Capital Partners LLC | 7,696 | $1,436 | 12/31/2023 | FDN | 7,696 | $1,436 | 12/31/2023 | NewEdge Wealth LLC | 7,682 | $1,433 | 12/31/2023 | FDN | 7,682 | $1,433 | 12/31/2023 | Proquility Private Wealth Partners LLC | 7,610 | $1,420 | 12/31/2023 | FDN | 7,610 | $1,420 | 12/31/2023 | Consolidated Portfolio Review Corp | 7,536 | $1,406 | 12/31/2023 | FDN | 7,536 | $1,406 | 12/31/2023 | Rooted Wealth Advisors Inc. | 6,872 | $1,401 | 03/31/2024 | FDN | 6,872 | $1,401 | 03/31/2024 | 626 Financial LLC | 6,792 | $1,393 | 03/31/2024 | FDN | 6,792 | $1,393 | 03/31/2024 | Main Street Financial Solutions LLC | 7,436 | $1,387 | 12/31/2023 | FDN | 7,436 | $1,387 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 7,328 | $1,367 | 12/31/2023 | FDN | 7,328 | $1,367 | 12/31/2023 | Quantum Private Wealth LLC | 7,297 | $1,361 | 12/31/2023 | FDN | 7,297 | $1,361 | 12/31/2023 | TruWealth Advisors LLC | 6,623 | $1,358 | 03/31/2024 | FDN | 6,623 | $1,358 | 03/31/2024 | Blair William & Co. IL | 6,935 | $1,294 | 12/31/2023 | FDN | 6,935 | $1,294 | 12/31/2023 | Private Advisory Group LLC | 6,913 | $1,290 | 12/31/2023 | FDN | 6,913 | $1,290 | 12/31/2023 | 1776 Wealth LLC | 6,884 | $1,284 | 12/31/2023 | FDN | 6,884 | $1,284 | 12/31/2023 | Cornerstone Wealth Management LLC | 6,846 | $1,277 | 12/31/2023 | FDN | 6,846 | $1,277 | 12/31/2023 | WealthShield Partners LLC | 6,795 | $1,268 | 12/31/2023 | FDN | 6,795 | $1,268 | 12/31/2023 | OneAscent Financial Services LLC | 6,125 | $1,256 | 03/31/2024 | FDN | 6,125 | $1,256 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 6,085 | $1,248 | 03/31/2024 | FDN | 6,085 | $1,248 | 03/31/2024 | Cynosure Management LLC | 6,585 | $1,228 | 12/31/2023 | FDN | 6,585 | $1,228 | 12/31/2023 | Defined Wealth Management LLC | 5,895 | $1,209 | 03/31/2024 | FDN | 5,895 | $1,209 | 03/31/2024 | Lyell Wealth Management LP | 6,455 | $1,204 | 12/31/2023 | FDN | 6,455 | $1,204 | 12/31/2023 | Wedbush Securities Inc. | 6,416 | $1,197 | 12/31/2023 | FDN | 6,416 | $1,197 | 12/31/2023 | Prospera Financial Services Inc | 6,360 | $1,186 | 12/31/2023 | FDN | 6,360 | $1,186 | 12/31/2023 | Concurrent Investment Advisors LLC | 6,213 | $1,159 | 12/31/2023 | FDN | 6,213 | $1,159 | 12/31/2023 | FMR LLC | 6,147 | $1,147 | 12/31/2023 | FDN | 6,147 | $1,147 | 12/31/2023 | Kovack Advisors Inc. | 6,117 | $1,141 | 12/31/2023 | FDN | 6,117 | $1,141 | 12/31/2023 | Atlas Private Wealth Advisors | 6,118 | $1,141 | 12/31/2023 | FDN | 6,118 | $1,141 | 12/31/2023 | Kingsview Wealth Management LLC | 6,089 | $1,136 | 12/31/2023 | FDN | 6,089 | $1,136 | 12/31/2023 | Keebeck Wealth Management LLC | 6,053 | $1,129 | 12/31/2023 | FDN | 6,053 | $1,129 | 12/31/2023 | Summit Financial Group Inc. | 5,418 | $1,111 | 03/31/2024 | FDN | 5,418 | $1,111 | 03/31/2024 | D. E. Shaw & Co. Inc. | 5,880 | $1,097 | 12/31/2023 | FDN | 5,880 | $1,097 | 12/31/2023 | WMG Financial Advisors LLC | 5,798 | $1,082 | 12/31/2023 | FDN | 5,798 | $1,082 | 12/31/2023 | Focus Financial Network Inc. ADV | 5,738 | $1,070 | 12/31/2023 | FDN | 5,738 | $1,070 | 12/31/2023 | Smith Anglin Financial LLC | 5,565 | $1,038 | 12/31/2023 | FDN | 5,565 | $1,038 | 12/31/2023 | DAVENPORT & Co LLC | 5,560 | $1,037 | 12/31/2023 | FDN | 5,560 | $1,037 | 12/31/2023 | Citigroup Inc. | 5,535 | $1,033 | 12/31/2023 | FDN | 5,535 | $1,033 | 12/31/2023 | Sigma Planning Corp | 5,487 | $1,024 | 12/31/2023 | FDN | 5,487 | $1,024 | 12/31/2023 | RWM Asset Management LLC | 4,986 | $1,023 | 03/31/2024 | FDN | 4,986 | $1,023 | 03/31/2024 | Austin Wealth Management LLC | 5,075 | $1,012 | 12/31/2023 | FDN | 5,075 | $1,012 | 12/31/2023 | Orion Portfolio Solutions LLC | 5,406 | $998 | 12/31/2023 | FDN | 5,406 | $998 | 12/31/2023 | Smart Portfolios LLC | 4,947 | $985 | 12/31/2023 | FDN | 4,947 | $985 | 12/31/2023 | Ayalon Holdings Ltd. | 4,758 | $976 | 03/31/2024 | FDN | 4,758 | $976 | 03/31/2024 | Chiron Capital Management LLC | 5,219 | $974 | 12/31/2023 | FDN | 5,219 | $974 | 12/31/2023 | Insigneo Advisory Services LLC | 5,211 | $972 | 12/31/2023 | FDN | 5,211 | $972 | 12/31/2023 | Means Investment CO. Inc. | 4,733 | $971 | 03/31/2024 | FDN | 4,733 | $971 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 5,201 | $970 | 12/31/2023 | FDN | 5,201 | $970 | 12/31/2023 | Geneos Wealth Management Inc. | 5,175 | $965 | 12/31/2023 | FDN | 5,175 | $965 | 12/31/2023 | Scotia Capital Inc. | 5,152 | $961 | 12/31/2023 | FDN | 5,152 | $961 | 12/31/2023 | Kesler Norman & Wride LLC | 5,138 | $958 | 12/31/2023 | FDN | 5,138 | $958 | 12/31/2023 | Unconventional Investor LLC | 5,101 | $952 | 12/31/2023 | FDN | 5,101 | $952 | 12/31/2023 | Hsbc Holdings PLC | 4,925 | $919 | 12/31/2023 | FDN | 4,925 | $919 | 12/31/2023 | Bedel Financial Consulting Inc. | 4,875 | $909 | 12/31/2023 | FDN | 4,875 | $909 | 12/31/2023 | Financial Services Advisory Inc | 4,787 | $893 | 12/31/2023 | FDN | 4,787 | $893 | 12/31/2023 | Apeiron RIA LLC | 4,335 | $889 | 03/31/2024 | FDN | 4,335 | $889 | 03/31/2024 | Harmony Asset Management LLC | 4,744 | $885 | 12/31/2023 | FDN | 4,744 | $885 | 12/31/2023 | Cerity Partners LLC | 4,618 | $861 | 12/31/2023 | FDN | 4,618 | $861 | 12/31/2023 | Dynamic Advisor Solutions LLC | 4,164 | $854 | 03/31/2024 | FDN | 4,164 | $854 | 03/31/2024 | Valeo Financial Advisors LLC | 4,556 | $850 | 12/31/2023 | FDN | 4,556 | $850 | 12/31/2023 | Signature Wealth Management Partners LLC | 4,551 | $849 | 12/31/2023 | FDN | 4,551 | $849 | 12/31/2023 | Nwam LLC | 4,501 | $840 | 12/31/2023 | FDN | 4,501 | $840 | 12/31/2023 | WESPAC Advisors SoCal LLC | 4,490 | $838 | 12/31/2023 | FDN | 4,490 | $838 | 12/31/2023 | Quad Cities Investment Group LLC | 3,983 | $817 | 03/31/2024 | FDN | 3,983 | $817 | 03/31/2024 | NBC Securities Inc. | 3,951 | $811 | 03/31/2024 | FDN | 3,951 | $811 | 03/31/2024 | Credit Suisse AG | 4,340 | $810 | 12/31/2023 | FDN | 4,340 | $810 | 12/31/2023 | ICA Group Wealth Management LLC | 4,245 | $792 | 12/31/2023 | FDN | 4,245 | $792 | 12/31/2023 | Family Asset Management LLC | 4,244 | $792 | 12/31/2023 | FDN | 4,244 | $792 | 12/31/2023 | Capital Investment Advisory Services LLC | 4,194 | $782 | 12/31/2023 | FDN | 4,194 | $782 | 12/31/2023 | Truepoint Inc. | 4,152 | $775 | 12/31/2023 | FDN | 4,152 | $775 | 12/31/2023 | Summit Financial LLC | 4,131 | $771 | 12/31/2023 | FDN | 4,131 | $771 | 12/31/2023 | Apollon Wealth Management LLC | 4,129 | $770 | 12/31/2023 | FDN | 4,129 | $770 | 12/31/2023 | Bank Hapoalim BM | 4,120 | $769 | 12/31/2023 | FDN | 4,120 | $769 | 12/31/2023 | International Assets Investment Management LLC | 3,625 | $746 | 03/31/2024 | FDN | 3,625 | $746 | 03/31/2024 | Princeton Global Asset Management LLC | 3,967 | $740 | 12/31/2023 | FDN | 3,967 | $740 | 12/31/2023 | We Are One Seven LLC | 3,911 | $730 | 12/31/2023 | FDN | 3,911 | $730 | 12/31/2023 | MinichMacGregor Wealth Management LLC | 3,517 | $723 | 03/31/2024 | FDN | 3,517 | $723 | 03/31/2024 | Lido Advisors LLC | 3,868 | $722 | 12/31/2023 | FDN | 3,868 | $722 | 12/31/2023 | Worth Asset Management LLC | 3,495 | $717 | 03/31/2024 | FDN | 3,495 | $717 | 03/31/2024 | Csenge Advisory Group | 3,815 | $712 | 12/31/2023 | FDN | 3,815 | $712 | 12/31/2023 | L.M. Kohn & Company | 3,780 | $705 | 12/31/2023 | FDN | 3,780 | $705 | 12/31/2023 | United Capital Financial Advisers LLC | 3,697 | $690 | 12/31/2023 | FDN | 3,697 | $690 | 12/31/2023 | Wealthfront Advisers LLC | 3,675 | $686 | 12/31/2023 | FDN | 3,675 | $686 | 12/31/2023 | Pathstone Holdings LLC | 3,536 | $660 | 12/31/2023 | FDN | 3,536 | $660 | 12/31/2023 | Fifth Third Securities Inc. | 3,207 | $658 | 03/31/2024 | FDN | 3,207 | $658 | 03/31/2024 | Synovus Financial Corp | 3,511 | $655 | 12/31/2023 | FDN | 3,511 | $655 | 12/31/2023 | Level Four Advisory Services LLC | 3,465 | $646 | 12/31/2023 | FDN | 3,465 | $646 | 12/31/2023 | Lakeview Capital Partners LLC | 3,435 | $641 | 12/31/2023 | FDN | 3,435 | $641 | 12/31/2023 | Coastal Investment Advisors Inc. | 3,425 | $639 | 12/31/2023 | FDN | 3,425 | $639 | 12/31/2023 | Concentrum Wealth Management | 3,415 | $637 | 12/31/2023 | FDN | 3,415 | $637 | 12/31/2023 | Jacobi Capital Management LLC | 3,388 | $632 | 12/31/2023 | FDN | 3,388 | $632 | 12/31/2023 | Stratos Wealth Advisors LLC | 3,073 | $630 | 03/31/2024 | FDN | 3,073 | $630 | 03/31/2024 | Clarus Wealth Advisors | 3,059 | $628 | 03/31/2024 | FDN | 3,059 | $628 | 03/31/2024 | Sunbelt Securities Inc. | 3,030 | $621 | 03/31/2024 | FDN | 3,030 | $621 | 03/31/2024 | HBK Sorce Advisory LLC | 3,276 | $611 | 12/31/2023 | FDN | 3,276 | $611 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 3,277 | $611 | 12/31/2023 | FDN | 3,277 | $611 | 12/31/2023 | Aspiriant LLC | 2,970 | $609 | 03/31/2024 | FDN | 2,970 | $609 | 03/31/2024 | Perigon Wealth Management LLC | 3,264 | $609 | 12/31/2023 | FDN | 3,264 | $609 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 3,246 | $606 | 12/31/2023 | FDN | 3,246 | $606 | 12/31/2023 | Leelyn Smith LLC | 3,224 | $601 | 12/31/2023 | FDN | 3,224 | $601 | 12/31/2023 | Harbor Investment Advisory LLC | 2,850 | $585 | 03/31/2024 | FDN | 2,850 | $585 | 03/31/2024 | Spire Wealth Management | 3,020 | $578 | 12/31/2023 | FDN | 3,020 | $578 | 12/31/2023 | Rockline Wealth Management LLC | 3,087 | $576 | 12/31/2023 | FDN | 3,087 | $576 | 12/31/2023 | Perennial Investment Advisors LLC | 3,082 | $575 | 12/31/2023 | FDN | 3,082 | $575 | 12/31/2023 | Townsquare Capital LLC | 3,070 | $573 | 12/31/2023 | FDN | 3,070 | $573 | 12/31/2023 | Arete Wealth Advisors LLC | 3,050 | $569 | 12/31/2023 | FDN | 3,050 | $569 | 12/31/2023 | Meridian Wealth Management LLC | 3,009 | $561 | 12/31/2023 | FDN | 3,009 | $561 | 12/31/2023 | HF Advisory Group LLC | 2,992 | $558 | 12/31/2023 | FDN | 2,992 | $558 | 12/31/2023 | Resources Investment Advisors LLC. | 2,981 | $556 | 12/31/2023 | FDN | 2,981 | $556 | 12/31/2023 | Great Lakes Advisors LLC | 2,954 | $551 | 12/31/2023 | FDN | 2,954 | $551 | 12/31/2023 | Centaurus Financial Inc. | 2,926 | $546 | 12/31/2023 | FDN | 2,926 | $546 | 12/31/2023 | Global Retirement Partners LLC | 2,877 | $536 | 12/31/2023 | FDN | 2,877 | $536 | 12/31/2023 | MWA Asset Management | 2,867 | $535 | 12/31/2023 | FDN | 2,867 | $535 | 12/31/2023 | Ellis Investment Partners LLC | 2,606 | $534 | 03/31/2024 | FDN | 2,606 | $534 | 03/31/2024 | Cahill Financial Advisors Inc. | 2,805 | $523 | 12/31/2023 | FDN | 2,805 | $523 | 12/31/2023 | Trust Co. of Oklahoma | 2,790 | $520 | 12/31/2023 | FDN | 2,790 | $520 | 12/31/2023 | Wealthstream Advisors Inc. | 2,765 | $516 | 12/31/2023 | FDN | 2,765 | $516 | 12/31/2023 | US Bancorp DE | 2,763 | $515 | 12/31/2023 | FDN | 2,763 | $515 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 2,727 | $509 | 12/31/2023 | FDN | 2,727 | $509 | 12/31/2023 | Pinnacle Family Advisors LLC | 2,714 | $506 | 12/31/2023 | FDN | 2,714 | $506 | 12/31/2023 | Great Valley Advisor Group Inc. | 2,712 | $506 | 12/31/2023 | FDN | 2,712 | $506 | 12/31/2023 | HB Wealth Management LLC | 2,688 | $501 | 12/31/2023 | FDN | 2,688 | $501 | 12/31/2023 | Good Life Advisors LLC | 2,661 | $496 | 12/31/2023 | FDN | 2,661 | $496 | 12/31/2023 | Lincoln National Corp | 2,630 | $491 | 12/31/2023 | FDN | 2,630 | $491 | 12/31/2023 | Exencial Wealth Advisors LLC | 2,629 | $490 | 12/31/2023 | FDN | 2,629 | $490 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 2,589 | $483 | 12/31/2023 | FDN | 2,589 | $483 | 12/31/2023 | Clear Creek Financial Management LLC | 2,571 | $480 | 12/31/2023 | FDN | 2,571 | $480 | 12/31/2023 | Raymond James Trust N.A. | 2,560 | $478 | 12/31/2023 | FDN | 2,560 | $478 | 12/31/2023 | Steward Partners Investment Solutions LLC | 2,531 | $472 | 12/31/2023 | FDN | 2,531 | $472 | 12/31/2023 | Strategic Blueprint LLC | 2,490 | $465 | 12/31/2023 | FDN | 2,490 | $465 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 2,479 | $462 | 12/31/2023 | FDN | 2,479 | $462 | 12/31/2023 | Choate Investment Advisors | 2,470 | $461 | 12/31/2023 | FDN | 2,470 | $461 | 12/31/2023 | PFG Advisors | 2,439 | $455 | 12/31/2023 | FDN | 2,439 | $455 | 12/31/2023 | TIAA Trust National Association | 2,373 | $443 | 12/31/2023 | FDN | 2,373 | $443 | 12/31/2023 | Prudential Financial Inc. | 2,357 | $440 | 12/31/2023 | FDN | 2,357 | $440 | 12/31/2023 | Founders Financial Alliance LLC | 2,348 | $438 | 12/31/2023 | FDN | 2,348 | $438 | 12/31/2023 | Ignite Planners LLC | 2,124 | $437 | 03/31/2024 | FDN | 2,124 | $437 | 03/31/2024 | Sandy Spring Bank | 2,299 | $429 | 12/31/2023 | FDN | 2,299 | $429 | 12/31/2023 | TFG Advisers LLC | 2,227 | $415 | 12/31/2023 | FDN | 2,227 | $415 | 12/31/2023 | Strategic Wealth Designers | 2,217 | $414 | 12/31/2023 | FDN | 2,217 | $414 | 12/31/2023 | Fusion Capital LLC | 2,193 | $409 | 12/31/2023 | FDN | 2,193 | $409 | 12/31/2023 | Tempus Wealth Planning LLC | 2,164 | $404 | 12/31/2023 | FDN | 2,164 | $404 | 12/31/2023 | Harvest Investment Services LLC | 2,154 | $402 | 12/31/2023 | FDN | 2,154 | $402 | 12/31/2023 | Valley National Advisers Inc. | 2,141 | $399 | 12/31/2023 | FDN | 2,141 | $399 | 12/31/2023 | Principal Securities Inc. | 2,130 | $397 | 12/31/2023 | FDN | 2,130 | $397 | 12/31/2023 | Columbia Asset Management | 2,110 | $394 | 12/31/2023 | FDN | 2,110 | $394 | 12/31/2023 | Cambridge Advisors Inc. | 1,868 | $383 | 03/31/2024 | FDN | 1,868 | $383 | 03/31/2024 | tru Independence LLC | 1,987 | $371 | 12/31/2023 | FDN | 1,987 | $371 | 12/31/2023 | Psagot Value Holdings Ltd. Israel | 1,971 | $371 | 12/31/2023 | FDN | 1,971 | $371 | 12/31/2023 | Maltin Wealth Management Inc. | 1,785 | $366 | 03/31/2024 | FDN | 1,785 | $366 | 03/31/2024 | CI Private Wealth LLC | 1,943 | $362 | 12/31/2023 | FDN | 1,943 | $362 | 12/31/2023 | Glassman Wealth Services | 1,935 | $361 | 12/31/2023 | FDN | 1,935 | $361 | 12/31/2023 | Mutual Advisors LLC | 1,925 | $359 | 12/31/2023 | FDN | 1,925 | $359 | 12/31/2023 | CIBC World Markets Inc. | 1,888 | $352 | 12/31/2023 | FDN | 1,888 | $352 | 12/31/2023 | Claro Advisors LLC | 1,683 | $345 | 03/31/2024 | FDN | 1,683 | $345 | 03/31/2024 | Quantbot Technologies LP | 1,847 | $345 | 12/31/2023 | FDN | 1,847 | $345 | 12/31/2023 | Northern Trust Corp | 1,833 | $342 | 12/31/2023 | FDN | 1,833 | $342 | 12/31/2023 | IPG Investment Advisors LLC | 1,830 | $341 | 12/31/2023 | FDN | 1,830 | $341 | 12/31/2023 | Private Portfolio Partners LLC | 1,823 | $340 | 12/31/2023 | FDN | 1,823 | $340 | 12/31/2023 | Transcend Wealth Collective LLC | 1,820 | $340 | 12/31/2023 | FDN | 1,820 | $340 | 12/31/2023 | Virtue Capital Management LLC | 1,868 | $336 | 12/31/2023 | FDN | 1,868 | $336 | 12/31/2023 | Secure Asset Management LLC | 1,801 | $336 | 12/31/2023 | FDN | 1,801 | $336 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 1,799 | $336 | 12/31/2023 | FDN | 1,799 | $336 | 12/31/2023 | Eagle Strategies LLC | 1,788 | $334 | 12/31/2023 | FDN | 1,788 | $334 | 12/31/2023 | S. R. Schill & Associates | 1,626 | $333 | 03/31/2024 | FDN | 1,626 | $333 | 03/31/2024 | Crown Wealth Group LLC | 1,769 | $330 | 12/31/2023 | FDN | 1,769 | $330 | 12/31/2023 | Quantinno Capital Management LP | 1,737 | $324 | 12/31/2023 | FDN | 1,737 | $324 | 12/31/2023 | Syntegra Private Wealth Group LLC | 1,738 | $324 | 12/31/2023 | FDN | 1,738 | $324 | 12/31/2023 | PCA Investment Advisory Services Inc. | 1,739 | $324 | 12/31/2023 | FDN | 1,739 | $324 | 12/31/2023 | High Net Worth Advisory Group LLC | 1,575 | $323 | 03/31/2024 | FDN | 1,575 | $323 | 03/31/2024 | Redhawk Wealth Advisors Inc. | 1,720 | $321 | 12/31/2023 | FDN | 1,720 | $321 | 12/31/2023 | Equitable Trust Co. | 1,673 | $312 | 12/31/2023 | FDN | 1,673 | $312 | 12/31/2023 | Madison Wealth Partners Inc | 1,668 | $311 | 12/31/2023 | FDN | 1,668 | $311 | 12/31/2023 | Ergawealth Advisors Inc. | 1,648 | $307 | 12/31/2023 | FDN | 1,648 | $307 | 12/31/2023 | Wealthcare Advisory Partners LLC | 1,459 | $299 | 03/31/2024 | FDN | 1,459 | $299 | 03/31/2024 | Ieq Capital LLC | 1,605 | $299 | 12/31/2023 | FDN | 1,605 | $299 | 12/31/2023 | HFG Advisors Inc. | 1,453 | $298 | 03/31/2024 | FDN | 1,453 | $298 | 03/31/2024 | Dakota Wealth Management | 1,600 | $298 | 12/31/2023 | FDN | 1,600 | $298 | 12/31/2023 | RSM US Wealth Management LLC | 1,590 | $297 | 12/31/2023 | FDN | 1,590 | $297 | 12/31/2023 | Camden Capital LLC | 1,586 | $296 | 12/31/2023 | FDN | 1,586 | $296 | 12/31/2023 | ABLE Financial Group LLC | 1,581 | $295 | 12/31/2023 | FDN | 1,581 | $295 | 12/31/2023 | Triumph Capital Management | 1,572 | $293 | 12/31/2023 | FDN | 1,572 | $293 | 12/31/2023 | National Wealth Management Group LLC | 1,566 | $292 | 12/31/2023 | FDN | 1,566 | $292 | 12/31/2023 | Diversified LLC | 1,559 | $291 | 12/31/2023 | FDN | 1,559 | $291 | 12/31/2023 | Keystone Financial Group | 1,550 | $289 | 12/31/2023 | FDN | 1,550 | $289 | 12/31/2023 | Brown Advisory Inc. | 1,543 | $288 | 12/31/2023 | FDN | 1,543 | $288 | 12/31/2023 | Darwin Advisors LLC | 1,498 | $279 | 12/31/2023 | FDN | 1,498 | $279 | 12/31/2023 | Moloney Securities Asset Management LLC | 1,468 | $274 | 12/31/2023 | FDN | 1,468 | $274 | 12/31/2023 | GeoWealth Management LLC | 1,443 | $269 | 12/31/2023 | FDN | 1,443 | $269 | 12/31/2023 | Rollins Financial | 1,434 | $268 | 12/31/2023 | FDN | 1,434 | $268 | 12/31/2023 | Rollins Financial Advisors LLC | 1,434 | $268 | 12/31/2023 | FDN | 1,434 | $268 | 12/31/2023 | Archer Investment Corp | 1,422 | $265 | 12/31/2023 | FDN | 1,422 | $265 | 12/31/2023 | Country Trust Bank | 1,267 | $260 | 03/31/2024 | FDN | 1,267 | $260 | 03/31/2024 | Genesee Capital Advisors LLC | 1,370 | $256 | 12/31/2023 | FDN | 1,370 | $256 | 12/31/2023 | Wintrust Investments LLC | 1,366 | $255 | 12/31/2023 | FDN | 1,366 | $255 | 12/31/2023 | Dfpg Investments LLC | 1,413 | $254 | 12/31/2023 | FDN | 1,413 | $254 | 12/31/2023 | BlueChip Wealth Advisors LLC | 1,355 | $253 | 12/31/2023 | FDN | 1,355 | $253 | 12/31/2023 | Elevated Capital Advisors LLC | 1,224 | $251 | 03/31/2024 | FDN | 1,224 | $251 | 03/31/2024 | Kovitz Investment Group Partners LLC | 1,342 | $250 | 12/31/2023 | FDN | 1,342 | $250 | 12/31/2023 | Keystone Wealth Services LLC | 1,214 | $249 | 03/31/2024 | FDN | 1,214 | $249 | 03/31/2024 | BKD Wealth Advisors LLC | 1,333 | $249 | 12/31/2023 | FDN | 1,333 | $249 | 12/31/2023 | Benjamin Edwards Inc. | 1,288 | $240 | 12/31/2023 | FDN | 1,288 | $240 | 12/31/2023 | FSB Premier Wealth Management Inc. | 1,283 | $239 | 12/31/2023 | FDN | 1,283 | $239 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 1,282 | $239 | 12/31/2023 | FDN | 1,282 | $239 | 12/31/2023 | Garrison Point Advisors LLC | 1,268 | $237 | 12/31/2023 | FDN | 1,268 | $237 | 12/31/2023 | Financial Advisory Service Inc. | 1,244 | $232 | 12/31/2023 | FDN | 1,244 | $232 | 12/31/2023 | Wade G W & Inc. | 1,225 | $229 | 12/31/2023 | FDN | 1,225 | $229 | 12/31/2023 | Founders Financial Securities LLC | 1,099 | $225 | 03/31/2024 | FDN | 1,099 | $225 | 03/31/2024 | Insight Advisors LLC PA | 1,207 | $225 | 12/31/2023 | FDN | 1,207 | $225 | 12/31/2023 | Clarus Group Inc. | 1,181 | $220 | 12/31/2023 | FDN | 1,181 | $220 | 12/31/2023 | Creekmur Asset Management LLC | 1,173 | $219 | 12/31/2023 | FDN | 1,173 | $219 | 12/31/2023 | Smartleaf Asset Management LLC | 1,156 | $218 | 12/31/2023 | FDN | 1,156 | $218 | 12/31/2023 | Opinicus Capital Inc. | 1,058 | $217 | 03/31/2024 | FDN | 1,058 | $217 | 03/31/2024 | Vident Advisory LLC | 1,162 | $217 | 12/31/2023 | FDN | 1,162 | $217 | 12/31/2023 | Buckingham Strategic Wealth LLC | 1,160 | $216 | 12/31/2023 | FDN | 1,160 | $216 | 12/31/2023 | Annex Advisory Services LLC | 1,036 | $212 | 03/31/2024 | FDN | 1,036 | $212 | 03/31/2024 | Atwood & Palmer Inc. | 1,025 | $210 | 03/31/2024 | FDN | 1,025 | $210 | 03/31/2024 | DB Wealth Management Group LLC | 1,122 | $209 | 12/31/2023 | FDN | 1,122 | $209 | 12/31/2023 | Quadcap Wealth Management LLC | 1,117 | $208 | 12/31/2023 | FDN | 1,117 | $208 | 12/31/2023 | QRG Capital Management Inc. | 1,107 | $207 | 12/31/2023 | FDN | 1,107 | $207 | 12/31/2023 | Mathes Company Inc. | 1,100 | $205 | 12/31/2023 | FDN | 1,100 | $205 | 12/31/2023 | Flagship Harbor Advisors LLC | 984 | $202 | 03/31/2024 | FDN | 984 | $202 | 03/31/2024 | Signaturefd LLC | 1,065 | $199 | 12/31/2023 | FDN | 1,065 | $199 | 12/31/2023 | Tyler Stone Wealth Management | 1,059 | $198 | 12/31/2023 | FDN | 1,059 | $198 | 12/31/2023 | Manchester Capital Management LLC | 1,000 | $187 | 12/31/2023 | FDN | 1,000 | $187 | 12/31/2023 | EPG Wealth Management LLC | 850 | $169 | 12/31/2023 | FDN | 850 | $169 | 12/31/2023 | Bank of New Hampshire | 790 | $162 | 03/31/2024 | FDN | 790 | $162 | 03/31/2024 | Halpern Financial Inc. | 774 | $159 | 03/31/2024 | FDN | 774 | $159 | 03/31/2024 | Rosenberg Matthew Hamilton | 690 | $129 | 12/31/2023 | FDN | 690 | $129 | 12/31/2023 | GAMMA Investing LLC | 622 | $128 | 03/31/2024 | FDN | 622 | $128 | 03/31/2024 | National Bank of Canada FI | 703 | $128 | 12/31/2023 | FDN | 703 | $128 | 12/31/2023 | WASHINGTON TRUST Co | 683 | $127 | 12/31/2023 | FDN | 683 | $127 | 12/31/2023 | Provence Wealth Management Group | 645 | $120 | 12/31/2023 | FDN | 645 | $120 | 12/31/2023 | Creative Financial Designs Inc. ADV | 586 | $109 | 12/31/2023 | FDN | 586 | $109 | 12/31/2023 | Transcendent Capital Group LLC | 575 | $107 | 12/31/2023 | FDN | 575 | $107 | 12/31/2023 | Hazlett Burt & Watson Inc. | 562 | $105 | 12/31/2023 | FDN | 562 | $105 | 12/31/2023 | Security National Bank | 495 | $102 | 03/31/2024 | FDN | 495 | $102 | 03/31/2024 | Aptus Capital Advisors LLC | 534 | $100 | 12/31/2023 | FDN | 534 | $100 | 12/31/2023 | Parkside Financial Bank & Trust | 510 | $95 | 12/31/2023 | FDN | 510 | $95 | 12/31/2023 | Fifth Third Bancorp | 489 | $91 | 12/31/2023 | FDN | 489 | $91 | 12/31/2023 | Dividend Assets Capital LLC | 450 | $84 | 12/31/2023 | FDN | 450 | $84 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 434 | $81 | 12/31/2023 | FDN | 434 | $81 | 12/31/2023 | GoalVest Advisory LLC | 368 | $75 | 03/31/2024 | FDN | 368 | $75 | 03/31/2024 | BlackRock Inc. | 400 | $75 | 12/31/2023 | FDN | 400 | $75 | 12/31/2023 | Strengthening Families & Communities LLC | 404 | $75 | 12/31/2023 | FDN | 404 | $75 | 12/31/2023 | City State Bank | 361 | $74 | 03/31/2024 | FDN | 361 | $74 | 03/31/2024 | Salomon & Ludwin LLC | 391 | $73 | 12/31/2023 | FDN | 391 | $73 | 12/31/2023 | AdvisorNet Financial Inc | 344 | $71 | 03/31/2024 | FDN | 344 | $71 | 03/31/2024 | West Branch Capital LLC | 360 | $67 | 12/31/2023 | FDN | 360 | $67 | 12/31/2023 | EdgeRock Capital LLC | 328 | $66 | 12/31/2023 | FDN | 328 | $66 | 12/31/2023 | Whittier Trust Co. | 350 | $65 | 12/31/2023 | FDN | 350 | $65 | 12/31/2023 | Activest Wealth Management | 343 | $64 | 12/31/2023 | FDN | 343 | $64 | 12/31/2023 | Allworth Financial LP | 333 | $62 | 12/31/2023 | FDN | 333 | $62 | 12/31/2023 | Huntington National Bank | 301 | $56 | 12/31/2023 | FDN | 301 | $56 | 12/31/2023 | Salem Investment Counselors Inc. | 260 | $53 | 03/31/2024 | FDN | 260 | $53 | 03/31/2024 | Beacon Capital Management LLC | 284 | $53 | 12/31/2023 | FDN | 284 | $53 | 12/31/2023 | American National Bank | 250 | $51 | 03/31/2024 | FDN | 250 | $51 | 03/31/2024 | M&R Capital Management Inc. | 232 | $48 | 03/31/2024 | FDN | 232 | $48 | 03/31/2024 | HM Payson & Co. | 259 | $48 | 12/31/2023 | FDN | 259 | $48 | 12/31/2023 | Clearstead Advisors LLC | 250 | $47 | 12/31/2023 | FDN | 250 | $47 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 250 | $47 | 12/31/2023 | FDN | 250 | $47 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 245 | $46 | 12/31/2023 | FDN | 245 | $46 | 12/31/2023 | FinTrust Capital Advisors LLC | 239 | $45 | 12/31/2023 | FDN | 239 | $45 | 12/31/2023 | Private Trust Co. NA | 229 | $43 | 12/31/2023 | FDN | 229 | $43 | 12/31/2023 | HHM Wealth Advisors LLC | 233 | $43 | 12/31/2023 | FDN | 233 | $43 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 230 | $43 | 12/31/2023 | FDN | 230 | $43 | 12/31/2023 | BOKF NA | 227 | $42 | 12/31/2023 | FDN | 227 | $42 | 12/31/2023 | Tucker Asset Management LLC | 214 | $40 | 12/31/2023 | FDN | 214 | $40 | 12/31/2023 | Capital Advisors Ltd. LLC | 211 | $39 | 12/31/2023 | FDN | 211 | $39 | 12/31/2023 | Albion Financial Group UT | 206 | $38 | 12/31/2023 | FDN | 206 | $38 | 12/31/2023 | Bartlett & Co. LLC | 200 | $38 | 12/31/2023 | FDN | 200 | $38 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 200 | $38 | 12/31/2023 | FDN | 200 | $38 | 12/31/2023 | Pinnacle Bank | 180 | $37 | 03/31/2024 | FDN | 180 | $37 | 03/31/2024 | Parallel Advisors LLC | 201 | $37 | 12/31/2023 | FDN | 201 | $37 | 12/31/2023 | Rockbridge Investment Management LCC | 200 | $37 | 12/31/2023 | FDN | 200 | $37 | 12/31/2023 | CENTRAL TRUST Co | 188 | $35 | 12/31/2023 | FDN | 188 | $35 | 12/31/2023 | Jones Financial Companies Lllp | 184 | $34 | 12/31/2023 | FDN | 184 | $34 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 175 | $33 | 12/31/2023 | FDN | 175 | $33 | 12/31/2023 | Hexagon Capital Partners LLC | 155 | $32 | 03/31/2024 | FDN | 155 | $32 | 03/31/2024 | MCF Advisors LLC | 150 | $31 | 03/31/2024 | FDN | 150 | $31 | 03/31/2024 | Colonial Trust Advisors | 155 | $29 | 12/31/2023 | FDN | 155 | $29 | 12/31/2023 | Focused Wealth Management Inc | 157 | $29 | 12/31/2023 | FDN | 157 | $29 | 12/31/2023 | Key Financial Inc | 156 | $29 | 12/31/2023 | FDN | 156 | $29 | 12/31/2023 | Compass Wealth Management LLC | 138 | $28 | 03/31/2024 | FDN | 138 | $28 | 03/31/2024 | Baldwin Brothers Inc. MA | 125 | $26 | 03/31/2024 | FDN | 125 | $26 | 03/31/2024 | First United Bank Trust | 142 | $26 | 12/31/2023 | FDN | 142 | $26 | 12/31/2023 | Cutler Group LP | | $24 | 12/31/2023 | FDN | 100 | $18 | 12/31/2023 | Call | 500 | $6 | 12/31/2023 | Put | 300 | $0 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 129 | $24 | 12/31/2023 | FDN | 129 | $24 | 12/31/2023 | Caldwell Sutter Capital Inc. | 120 | $22 | 12/31/2023 | FDN | 120 | $22 | 12/31/2023 | FWL Investment Management LLC | 119 | $22 | 12/31/2023 | FDN | 119 | $22 | 12/31/2023 | Tompkins Financial Corp | 100 | $21 | 03/31/2024 | FDN | 100 | $21 | 03/31/2024 | Global Trust Asset Management LLC | 100 | $21 | 03/31/2024 | FDN | 100 | $21 | 03/31/2024 | Venturi Wealth Management LLC | 109 | $20 | 12/31/2023 | FDN | 109 | $20 | 12/31/2023 | Tidemark LLC | 108 | $20 | 12/31/2023 | FDN | 108 | $20 | 12/31/2023 | C M Bidwell & Associates Ltd. | 100 | $19 | 12/31/2023 | FDN | 100 | $19 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 100 | $19 | 12/31/2023 | FDN | 100 | $19 | 12/31/2023 | Laurel Wealth Advisors LLC | 101 | $19 | 12/31/2023 | FDN | 101 | $19 | 12/31/2023 | Y.D. More Investments Ltd | 100 | $19 | 12/31/2023 | FDN | 100 | $19 | 12/31/2023 | Iron Horse Wealth Management LLC | 90 | $18 | 03/31/2024 | FDN | 90 | $18 | 03/31/2024 | Bogart Wealth LLC | 99 | $18 | 12/31/2023 | FDN | 99 | $18 | 12/31/2023 | Institutional & Family Asset Management LLC | 84 | $16 | 12/31/2023 | FDN | 84 | $16 | 12/31/2023 | GPS Wealth Strategies Group LLC | 78 | $15 | 12/31/2023 | FDN | 78 | $15 | 12/31/2023 | Mather Group LLC. | 74 | $14 | 03/31/2024 | FDN | 74 | $14 | 03/31/2024 | Tower Research Capital LLC TRC | 75 | $14 | 12/31/2023 | FDN | 75 | $14 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 76 | $14 | 12/31/2023 | FDN | 76 | $14 | 12/31/2023 | Legend Financial Advisors Inc. | 65 | $13 | 03/31/2024 | FDN | 65 | $13 | 03/31/2024 | Integrity Financial Corp WA | 68 | $13 | 12/31/2023 | FDN | 68 | $13 | 12/31/2023 | LM Advisors LLC | 70 | $13 | 12/31/2023 | FDN | 70 | $13 | 12/31/2023 | Tortoise Investment Management LLC | 67 | $12 | 12/31/2023 | FDN | 67 | $12 | 12/31/2023 | Carmichael Hill & Associates Inc. | 67 | $12 | 12/31/2023 | FDN | 67 | $12 | 12/31/2023 | Farther Finance Advisors LLC | 64 | $12 | 12/31/2023 | FDN | 64 | $12 | 12/31/2023 | Northwest Financial Advisors | 58 | $11 | 12/31/2023 | FDN | 58 | $11 | 12/31/2023 | SOA Wealth Advisors LLC. | 50 | $10 | 03/31/2024 | FDN | 50 | $10 | 03/31/2024 | Versant Capital Management Inc | 46 | $9 | 03/31/2024 | FDN | 46 | $9 | 03/31/2024 | Lee Financial Co | 47 | $9 | 12/31/2023 | FDN | 47 | $9 | 12/31/2023 | Barrett & Company Inc. | 39 | $8 | 03/31/2024 | FDN | 39 | $8 | 03/31/2024 | AllSquare Wealth Management LLC | 45 | $8 | 12/31/2023 | FDN | 45 | $8 | 12/31/2023 | Main Street Group LTD | 45 | $8 | 12/31/2023 | FDN | 45 | $8 | 12/31/2023 | Farmers & Merchants Investments Inc. | 37 | $7 | 12/31/2023 | FDN | 37 | $7 | 12/31/2023 | Concord Wealth Partners | 40 | $7 | 12/31/2023 | FDN | 40 | $7 | 12/31/2023 | Impact Partnership Wealth LLC | 40 | $7 | 12/31/2023 | FDN | 40 | $7 | 12/31/2023 | Coston McIsaac & Partners | 24 | $5 | 03/31/2024 | FDN | 24 | $5 | 03/31/2024 | Franklin Resources Inc. | 28 | $5 | 12/31/2023 | FDN | 28 | $5 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 25 | $5 | 12/31/2023 | FDN | 25 | $5 | 12/31/2023 | First Manhattan Co. | 23 | $4 | 12/31/2023 | FDN | 23 | $4 | 12/31/2023 | BNP Paribas Arbitrage SA | 19 | $4 | 12/31/2023 | FDN | 19 | $4 | 12/31/2023 | Baystate Wealth Management LLC | 24 | $4 | 12/31/2023 | FDN | 24 | $4 | 12/31/2023 | Cape Investment Advisory Inc. | 14 | $3 | 12/31/2023 | FDN | 14 | $3 | 12/31/2023 | Sound Income Strategies LLC | 10 | $2 | 03/31/2024 | FDN | 10 | $2 | 03/31/2024 | GHP Investment Advisors Inc. | 11 | $2 | 12/31/2023 | FDN | 11 | $2 | 12/31/2023 | Ancora Advisors LLC | 10 | $2 | 12/31/2023 | FDN | 10 | $2 | 12/31/2023 | SRS Capital Advisors Inc. | 10 | $2 | 12/31/2023 | FDN | 10 | $2 | 12/31/2023 | Tennessee Valley Asset Management Partners | 9 | $2 | 12/31/2023 | FDN | 9 | $2 | 12/31/2023 | Delos Wealth Advisors LLC | 10 | $2 | 12/31/2023 | FDN | 10 | $2 | 12/31/2023 | Sugarloaf Wealth Management LLC | 4 | $1 | 12/31/2023 | FDN | 4 | $1 | 12/31/2023 | TFC Financial Management | 5 | $1 | 12/31/2023 | FDN | 5 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | FDN | 0 | $0 | 12/31/2023 | PSI Advisors LLC | 2 | $0 | 12/31/2023 | FDN | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of FDN
See Details: Top 10 Hedge Funds Holding FDN
Also See: FDN Holdings Changes
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