Institutional Ownership First Tr Value Line Divid Inde (FVD)
This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD). We have compiled data on the 628 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
21,035,695
shares
|
$944 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
17,622,216
shares
|
$791 Million
0.32% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
7,348,602
shares
|
$330 Million
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,698,083
shares
|
$300 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,662,012
shares
|
$299 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,876,116
shares
|
$219 Million
0.06% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,152,107
shares
|
$186 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,930,939
shares
|
$176 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,882,042
shares
|
$174 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,664,125
shares
|
$164 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
3,337,058
shares
|
$150 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,741,625
shares
|
$123 Million
0.17% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,298,044
shares
|
$103 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,048,309
shares
|
$91.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,880,006
shares
|
$84.3 Million
0.01% of portfolio
|
Q4 2024
Added 81.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,841,137
shares
|
$82.6 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,654,142
shares
|
$74.2 Million
0.24% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,621,727
shares
|
$72.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
1,376,053
shares
|
$61.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,235,546
shares
|
$55.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,174,774
shares
|
$52.7 Million
0.22% of portfolio
|
Q4 2024
Reduced 97.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,143,859
shares
|
$51.3 Million
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,119,638
shares
|
$50.2 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
988,611
shares
|
$44.3 Million
0.25% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
824,842
shares
|
$37 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.71%
|