Who owns First Trust Value Line Dividend Indx Fnd?
- Ticker: FVD
- CUSIP Number: 33734H106
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Analyze quarterly positions in First Trust Value Line Dividend Indx Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Trust Value Line Dividend Indx Fnd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 9.5M | $384M | -2% | Dec 2023 |
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Bank of America Corporation | 8.2M | $333M | -10% | Dec 2023 |
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UBS Group | 5.8M | $237M | -14% | Dec 2023 |
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Raymond James Financial Services Advisors | 5.6M | $237M | -13% | Mar 2024 |
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Royal Bank of Canada | 4.9M | $199M | -6% | Dec 2023 |
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Raymond James & Associates | 4.2M | $179M | -14% | Mar 2024 |
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Advisor Group Holdings | 3.4M | $137M | -26% | Dec 2023 |
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Commonwealth Equity Services | 3.3M | $140M | -8% | Mar 2024 |
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Stifel Financial | 2.9M | $116M | -25% | Dec 2023 |
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Baird Financial | 2.1M | $85M | 1% | Dec 2023 |
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HighTower Advisors | 2.0M | $86M | 1% | Mar 2024 |
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Cambridge Investment Research Advisors | 1.8M | $78M | -23% | Mar 2024 |
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Branch Banking & Trust Company | 1.5M | $63M | -3% | Dec 2023 |
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Private Advisor | 1.5M | $62M | -4% | Mar 2024 |
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Kestra Advisory Services | 1.1M | $46M | -16% | Dec 2023 |
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H D Vest Advisory Services | 1.1M | $45M | -3% | Dec 2023 |
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Trilogy Capital | 1.1M | $45M | -27% | Mar 2024 |
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Harbour Investments | 1.0M | $41M | 4% | Dec 2023 |
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Prospera Financial Services | 931k | $38M | -1% | Dec 2023 |
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New England Private Wealth Advisors | 834k | $34M | -5% | Dec 2023 |
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Atria Wealth Solutions | 733k | $30M | -23% | Dec 2023 |
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Jpmorgan Chase & Co | 727k | $30M | 410% | Dec 2023 |
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Janney Montgomery Scott | 656k | $28M | -17% | Mar 2024 |
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IFG Advisory | 599k | $25M | -3% | Mar 2024 |
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Rehmann Capital Advisory | 597k | $25M | 6% | Mar 2024 |
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Advisory Alpha | 572k | $24M | -2% | Mar 2024 |
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Global Assets Advisory | 566k | $14M | 4088% | Mar 2024 |
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Citigroup | 553k | $22M | -10% | Dec 2023 |
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Park National Corp | 509k | $21M | 4% | Dec 2023 |
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Benjamin F. Edwards & Company | 508k | $21M | -2% | Mar 2024 |
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Pnc Financial Services | 491k | $20M | 1% | Dec 2023 |
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Beacon Financial | 490k | $21M | 3% | Mar 2024 |
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Stratos Wealth Partners | 482k | $20M | -8% | Mar 2024 |
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GDS Wealth Management | 482k | $20M | 1% | Mar 2024 |
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Kraft, Davis & Associates | 479k | $19M | -5% | Dec 2023 |
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D.A. Davidson & Co. | 476k | $19M | 0% | Dec 2023 |
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Mariner Wealth Advisors | 471k | $19M | -30% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 442k | $18M | 0% | Dec 2023 |
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Next Level Private | 412k | $17M | -2% | Mar 2024 |
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Rockefeller Capital Management | 401k | $16M | 16% | Dec 2023 |
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AE Wealth Management | 391k | $16M | -29% | Dec 2023 |
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Kestra Private Wealth Services | 379k | $16M | -6% | Mar 2024 |
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Hobart Private Capital | 370k | $16M | 24% | Mar 2024 |
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IFP Advisors | 341k | $14M | 7% | Dec 2023 |
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Steward Partners Investment Advisory | 309k | $13M | -24% | Dec 2023 |
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Apexium Financial | 304k | $13M | -3% | Mar 2024 |
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Fountainhead AM | 299k | $13M | -37% | Mar 2024 |
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Silver Oak Securities | 294k | $12M | -5% | Dec 2023 |
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ICA Group Wealth Management | 294k | $12M | -50% | Dec 2023 |
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Kaye Capital Management | 292k | $12M | -1% | Mar 2024 |
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CWM | 289k | $12M | 37% | Mar 2024 |
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Us Bancorp | 287k | $12M | -3% | Dec 2023 |
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Commerce Bank N A | 285k | $12M | 0% | Mar 2024 |
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Petix & Botte | 285k | $12M | -50% | Mar 2024 |
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Wealth Enhancement Advisory Services | 280k | $12M | -3% | Mar 2024 |
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Wayne Hummer Investments | 275k | $11M | -1% | Dec 2023 |
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Wedbush Morgan Securities | 272k | $11M | -2% | Dec 2023 |
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William Blair $ Company | 260k | $11M | -1% | Dec 2023 |
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Spire Wealth Management | 257k | $11M | -25% | Mar 2024 |
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Envestnet Portfolio Solutions | 251k | $11M | -5% | Mar 2024 |
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Strategic Planning Group | 245k | $10M | 21% | Mar 2024 |
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WealthCare Investment Partners | 240k | $10M | 5% | Mar 2024 |
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Elevated Capital Advisors | 219k | $9.2M | 5% | Mar 2024 |
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PCG Wealth Advisors | 214k | $9.0M | 8% | Mar 2024 |
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Buckingham Strategic Partners | 213k | $8.6M | -11% | Dec 2023 |
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Financial Network Wealth Management | 213k | $8.6M | 4% | Dec 2023 |
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Centurion Wealth Management | 209k | $8.8M | -27% | Mar 2024 |
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Signature Securities Group Corporation | 206k | $8.7M | -6% | Mar 2024 |
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1st Source Bank | 201k | $8.1M | -3% | Dec 2023 |
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Holistic Financial Partners | 200k | $8.1M | -5% | Dec 2023 |
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Wealthcare Advisory Partners | 192k | $8.1M | 2% | Mar 2024 |
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BlueChip Wealth Advisors | 191k | $8.0M | -1% | Mar 2024 |
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Larson Financial Group | 191k | $8.0M | 345% | Mar 2024 |
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Clear Creek Financial Management | 185k | $7.8M | -32% | Mar 2024 |
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Unionview | 184k | $7.8M | -49% | Mar 2024 |
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Hanson McClain Advisors | 184k | $7.8M | 29% | Mar 2024 |
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Fsb Premier Wealth Management | 180k | $7.3M | -1% | Dec 2023 |
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Snowden Capital Advisors | 179k | $7.3M | 5% | Dec 2023 |
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Crumly & Associates | 175k | $7.4M | 0% | Mar 2024 |
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Beacon Pointe Advisors | 172k | $7.0M | -25% | Dec 2023 |
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Ausdal Financial Partners | 169k | $7.1M | 4% | Mar 2024 |
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Intl Fcstone | 168k | $7.1M | -13% | Mar 2024 |
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National Asset Management | 168k | $6.8M | -16% | Dec 2023 |
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Barnes Pettey Financial Advisors | 168k | $7.1M | -4% | Mar 2024 |
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Citadel Advisors | 162k | $6.6M | -54% | Dec 2023 |
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Beacon Financial Advisory | 160k | $6.8M | -1% | Mar 2024 |
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Oppenheimer & Co | 155k | $6.5M | -1% | Mar 2024 |
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Key Client Fiduciary Advisors | 153k | $6.4M | 0% | Mar 2024 |
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Cherry Creek Investment Advisors | 148k | $6.3M | 7% | Mar 2024 |
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Assetmark | 147k | $6.2M | 38% | Mar 2024 |
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Concentrum Wealth Management | 146k | $6.2M | 14% | Mar 2024 |
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Sigma Planning | 145k | $6.1M | 28% | Mar 2024 |
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Coppell Advisory Solutions | 145k | $5.9M | 90% | Dec 2023 |
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DHJJ Financial Advisors | 144k | $6.1M | 0% | Mar 2024 |
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Strategic Family Wealth Counselors | 144k | $5.8M | -3% | Dec 2023 |
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Mach-1 Financial Group | 141k | $5.7M | -15% | Dec 2023 |
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Orion Portfolio Solutions | 141k | $5.7M | -5% | Dec 2023 |
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Spectrum Wealth Advisory Group | 140k | $5.9M | 1% | Mar 2024 |
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Western Wealth Management | 139k | $5.9M | -30% | Mar 2024 |
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Concurrent Investment Advisors | 139k | $5.6M | 100% | Dec 2023 |
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Atria Investments | 135k | $5.5M | -44% | Dec 2023 |
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Harvest Investment Services | 134k | $5.4M | 8% | Dec 2023 |
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Hrt Financial | 134k | $5.4M | -41% | Dec 2023 |
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First Heartland Consultants | 133k | $5.6M | 3% | Mar 2024 |
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Lincoln National | 131k | $5.5M | -4% | Mar 2024 |
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Ameritas Advisory Services | 130k | $5.3M | -45% | Dec 2023 |
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Towerpoint Wealth | 124k | $5.2M | -1% | Mar 2024 |
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Tidemark | 123k | $5.0M | 100% | Dec 2023 |
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Financial Advocates Investment Management | 123k | $5.2M | -21% | Mar 2024 |
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Naviter Wealth | 123k | $5.2M | 7% | Mar 2024 |
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Wagner Wealth Management | 121k | $5.1M | 3% | Mar 2024 |
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Paul Damon & Associates | 119k | $5.0M | -7% | Mar 2024 |
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Cornerstone Wealth Management | 119k | $5.0M | -12% | Mar 2024 |
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Bank of New York Mellon | 119k | $5.0M | -8% | Mar 2024 |
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Cedar Brook Financial Partners | 118k | $5.0M | 1% | Mar 2024 |
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RVW Wealth | 118k | $5.0M | -32% | Mar 2024 |
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Nbc Securities | 116k | $4.9M | -10% | Mar 2024 |
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Chicago Partners Investment | 116k | $4.7M | -19% | Mar 2024 |
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Goldman Sachs Group | 113k | $4.6M | -38% | Dec 2023 |
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Solano Wealth Management | 113k | $4.6M | 2% | Dec 2023 |
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Advisor OS | 103k | $4.2M | -8% | Dec 2023 |
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Ballew Advisors | 101k | $4.2M | 0% | Mar 2024 |
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Treasure Coast Financial Planning | 101k | $4.3M | 1547% | Mar 2024 |
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Cottonwood Capital Advisors | 101k | $4.0M | -4% | Mar 2024 |
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Balanced Wealth Group | 100k | $4.1M | 100% | Dec 2023 |
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Advance Capital Management | 99k | $4.2M | -67% | Mar 2024 |
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Harbor Investment Advisory | 98k | $4.2M | -15% | Mar 2024 |
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HBW Advisory Services | 97k | $3.9M | 0% | Mar 2024 |
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ValMark Advisers | 97k | $4.1M | -10% | Mar 2024 |
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Independent Advisor Alliance | 96k | $3.9M | 1% | Dec 2023 |
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Barrett & Company | 96k | $4.0M | 2% | Mar 2024 |
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Stablepoint Partners | 94k | $4.0M | 28% | Mar 2024 |
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Simplicity Wealth | 94k | $4.0M | 100% | Mar 2024 |
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Acorn Financial Advisory Services | 93k | $3.8M | -19% | Dec 2023 |
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Goldstein Advisors | 92k | $3.7M | -2% | Dec 2023 |
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Flow Traders US | 88k | $3.6M | 2% | Dec 2023 |
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Sawtooth Asset Management | 88k | $3.6M | 1% | Dec 2023 |
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Cozad Asset Management | 88k | $3.6M | -4% | Dec 2023 |
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Principal Securities | 87k | $3.5M | 100% | Dec 2023 |
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Iams Wealth Management | 87k | $3.6M | -1% | Mar 2024 |
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Kaydan Wealth Management | 86k | $3.6M | 1% | Mar 2024 |
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Foundations Investment Advisors | 85k | $3.5M | -25% | Dec 2023 |
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SignalPoint Asset Management | 85k | $3.6M | -25% | Mar 2024 |
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Kraematon Investment Advisors | 84k | $3.5M | -2% | Mar 2024 |
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Capital Investment Advisory Services | 83k | $3.5M | -21% | Mar 2024 |
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Secure Asset Management | 82k | $3.5M | 8% | Mar 2024 |
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Gladstone Institutional Advisory | 82k | $3.3M | -14% | Dec 2023 |
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Apollon Financial | 81k | $3.4M | 100% | Mar 2024 |
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International Assets Investment Management | 81k | $3.4M | -6% | Mar 2024 |
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Southland Equity Partners | 80k | $3.4M | 4% | Mar 2024 |
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Kowal Investment Group | 80k | $3.4M | -4% | Mar 2024 |
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Raymond James Trust | 75k | $3.2M | -13% | Mar 2024 |
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Kingsview Wealth Management | 75k | $3.0M | -44% | Dec 2023 |
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Integrity Financial Corp | 72k | $3.0M | -54% | Mar 2024 |
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Claro Advisors | 70k | $2.9M | -40% | Mar 2024 |
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First Command Advisory Services | 60k | $2.5M | -26% | Mar 2024 |
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Dynamic Advisors Solutions | 57k | $2.4M | -80% | Mar 2024 |
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Sowell Financial Services | 52k | $2.2M | -75% | Mar 2024 |
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Octavia Wealth Advisors | 51k | $2.2M | -91% | Mar 2024 |
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tru Independence | 39k | $1.6M | -64% | Mar 2024 |
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PSI Advisors | 12k | $520k | -93% | Mar 2024 |
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Who sold out of First Trust Value Line Dividend Indx Fnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bank Hapoalim Bm | Dec 2023 | 346k | $14M |
Two Sigma Investments | Sep 2023 | 136k | $5.1M |
Jane Street | Sep 2023 | 99k | $3.7M |