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 643 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 $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
19,899,789
shares
|
$919 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
17,691,185
shares
|
$817 Million
0.28% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,488,951
shares
|
$300 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,108,478
shares
|
$282 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,964,805
shares
|
$276 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,579,921
shares
|
$258 Million
0.06% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,006,516
shares
|
$185 Million
0.03% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,930,939
shares
|
$182 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,815,572
shares
|
$176 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,664,125
shares
|
$169 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
3,061,677
shares
|
$141 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,555,819
shares
|
$118 Million
0.22% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,539,511
shares
|
$117 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
2,267,270
shares
|
$105 Million
0.1% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,033,286
shares
|
$93.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,000,756
shares
|
$92.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,857,687
shares
|
$85.8 Million
0.11% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,823,653
shares
|
$84.3 Million
0.25% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,340,817
shares
|
$61.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,141,242
shares
|
$52.7 Million
0.09% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
928,117
shares
|
$42.9 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
822,734
shares
|
$38 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$35.6 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
765,861
shares
|
$35.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.55%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
762,256
shares
|
$35.2 Million
5.28% of portfolio
|
Q2 2025
Added 0.54%
|