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 144 Million shares, which have been reported (via 13F filing form) to have a value of $6.24 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
|
$921 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
|
$772 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
|
$322 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
|
$293 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,662,012
shares
|
$292 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,876,116
shares
|
$213 Million
0.06% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,152,107
shares
|
$182 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
|
$172 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
|
$170 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
|
$160 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,293,552
shares
|
$144 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,741,625
shares
|
$120 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
|
$101 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
2,048,309
shares
|
$89.7 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
|
$82.3 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
|
$80.6 Million
0.11% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,621,727
shares
|
$71 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,598,203
shares
|
$70 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,358,615
shares
|
$59.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,235,546
shares
|
$54.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,143,859
shares
|
$50.1 Million
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,119,638
shares
|
$49 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
988,611
shares
|
$43.3 Million
0.25% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
824,842
shares
|
$36.1 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$33.7 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|