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 561 institutions that hold shares in the stock, with a total of 155 Million shares, which have been reported (via 13F filing form) to have a value of $6.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
24,183,142
shares
|
$985 Million
0.08% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
19,990,171
shares
|
$815 Million
0.46% of portfolio
|
Q1 2024
Reduced 6.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
7,766,379
shares
|
$316 Million
0.08% of portfolio
|
Q1 2024
Reduced 17.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,540,524
shares
|
$307 Million
0.03% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
5,909,645
shares
|
$241 Million
0.07% of portfolio
|
Q1 2024
Reduced 26.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,617,442
shares
|
$229 Million
0.36% of portfolio
|
Q1 2024
Reduced 12.97%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,991,190
shares
|
$203 Million
0.05% of portfolio
|
Q1 2024
Reduced 14.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
4,482,795
shares
|
$183 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
4,228,569
shares
|
$172 Million
0.12% of portfolio
|
Q1 2024
Reduced 13.96%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,828,281
shares
|
$156 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
3,322,719
shares
|
$135 Million
0.23% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
2,692,662
shares
|
$110 Million
0.13% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,335,220
shares
|
$95.2 Million
0.24% of portfolio
|
Q1 2024
Added 352.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,321,743
shares
|
$94.6 Million
0.23% of portfolio
|
Q1 2024
Reduced 31.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,025,536
shares
|
$82.5 Million
0.14% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,973,655
shares
|
$80.4 Million
0.18% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
1,836,044
shares
|
$74.8 Million
0.3% of portfolio
|
Q1 2024
Reduced 22.75%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
1,563,774
shares
|
$63.7 Million
0.1% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,475,235
shares
|
$60.1 Million
0.45% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,175,739
shares
|
$47.9 Million
0.35% of portfolio
|
Q1 2024
Added 3.87%
|
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
1,060,286
shares
|
$43.2 Million
2.64% of portfolio
|
Q1 2024
Reduced 26.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,008,098
shares
|
$41.1 Million
1.76% of portfolio
|
Q4 2023
Added 3.79%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
931,316
shares
|
$38 Million
1.27% of portfolio
|
Q4 2023
Reduced 1.33%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2024 Q1 2024 |
781,893
shares
|
$31.9 Million
5.83% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$31.4 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|