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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
21,391,741
shares
|
$941 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
17,561,504
shares
|
$773 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,148,609
shares
|
$315 Million
0.03% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,977,250
shares
|
$307 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,580,040
shares
|
$202 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,277,682
shares
|
$188 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,998,532
shares
|
$176 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,930,939
shares
|
$173 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,664,125
shares
|
$161 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,644,544
shares
|
$160 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
3,504,517
shares
|
$154 Million
0.21% of portfolio
|
Q3 2024
Added 4431.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,740,283
shares
|
$121 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,418,502
shares
|
$106 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,077,021
shares
|
$91.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,856,057
shares
|
$81.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,830,718
shares
|
$80.6 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,629,781
shares
|
$71.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
1,475,122
shares
|
$64.9 Million
0.11% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,251,698
shares
|
$55.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,138,107
shares
|
$50.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 35.03%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,123,033
shares
|
$49.4 Million
2.65% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,037,375
shares
|
$45.7 Million
0.0% of portfolio
|
Q3 2024
Added 105.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
981,424
shares
|
$43.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
839,201
shares
|
$36.9 Million
1.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$33.9 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|