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 555 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.33 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
22,439,528
shares
|
$997 Million
0.07% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
18,538,402
shares
|
$823 Million
0.38% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,221,451
shares
|
$321 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,936,193
shares
|
$308 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.01%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
5,156,623
shares
|
$229 Million
0.06% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
4,665,938
shares
|
$207 Million
0.27% of portfolio
|
Q2 2024
Reduced 16.94%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,481,082
shares
|
$199 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,217,461
shares
|
$187 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
3,851,757
shares
|
$171 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
3,816,511
shares
|
$170 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
3,159,288
shares
|
$140 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
2,466,513
shares
|
$110 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
2,259,874
shares
|
$100 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,005,053
shares
|
$89.1 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,987,147
shares
|
$88.3 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,860,954
shares
|
$82.7 Million
0.28% of portfolio
|
Q2 2024
Added 1.36%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
1,751,846
shares
|
$77.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
1,466,420
shares
|
$65.1 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,338,555
shares
|
$59.5 Million
0.37% of portfolio
|
Q2 2024
Reduced 9.26%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
1,103,674
shares
|
$49 Million
2.48% of portfolio
|
Q2 2024
Added 4.09%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
1,038,226
shares
|
$46.1 Million
0.04% of portfolio
|
Q2 2024
Added 4288.29%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,006,171
shares
|
$44.7 Million
0.23% of portfolio
|
Q2 2024
Reduced 14.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
954,745
shares
|
$42.4 Million
1.38% of portfolio
|
Q2 2024
Reduced 11.12%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
833,526
shares
|
$37 Million
0.97% of portfolio
|
Q1 2024
Added 15.51%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
779,264
shares
|
$34.6 Million
5.57% of portfolio
|
Q2 2024
Reduced 0.34%
|