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 630 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,975,872
shares
|
$913 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,658,134
shares
|
$808 Million
0.32% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,676,081
shares
|
$305 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
6,281,812
shares
|
$287 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,262,572
shares
|
$286 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,821,901
shares
|
$221 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,969,158
shares
|
$182 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,930,939
shares
|
$180 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,771,838
shares
|
$172 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,664,125
shares
|
$168 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,293,552
shares
|
$151 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
3,089,246
shares
|
$141 Million
0.19% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,569,740
shares
|
$118 Million
0.27% of portfolio
|
Q4 2024
Reduced 37.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,263,274
shares
|
$103 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,040,355
shares
|
$93.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,000,756
shares
|
$91.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,825,391
shares
|
$83.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,598,203
shares
|
$73.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,340,817
shares
|
$61.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
1,102,500
shares
|
$50.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,028,744
shares
|
$47 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
954,941
shares
|
$43.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
839,426
shares
|
$38.4 Million
0.89% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$35.2 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
758,187
shares
|
$34.7 Million
5.39% of portfolio
|
Q1 2025
Reduced 0.75%
|