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 656 institutions that hold shares in the stock, with a total of 138 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 |
Nov 14, 2025 Q3 2025 |
19,435,051
shares
|
$892 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
17,697,942
shares
|
$813 Million
0.26% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,907,423
shares
|
$271 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,770,542
shares
|
$265 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,623,921
shares
|
$258 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
5,022,354
shares
|
$231 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
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%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,906,667
shares
|
$179 Million
0.03% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,793,739
shares
|
$174 Million
0.03% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
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
|
Nov 04, 2025 Q3 2025 |
2,996,065
shares
|
$138 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,773,717
shares
|
$127 Million
0.01% of portfolio
|
Q3 2025
Added 38.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,628,581
shares
|
$121 Million
0.18% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,422,271
shares
|
$111 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,303,471
shares
|
$106 Million
0.1% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,096,687
shares
|
$96.3 Million
0.12% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,880,046
shares
|
$86.3 Million
0.1% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,533,287
shares
|
$70.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,318,833
shares
|
$60.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
904,500
shares
|
$41.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.74%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
890,112
shares
|
$40.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
775,878
shares
|
$35.6 Million
0.65% of portfolio
|
Q3 2025
Reduced 5.7%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$35.4 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
763,946
shares
|
$35.1 Million
4.86% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
748,070
shares
|
$34.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.32%
|
|