Who owns First Trust Value Line Dividend Indx Fnd?
- Ticker: FVD
- CUSIP Number: 33734H106
Tip: Access positions for across all investors
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 |
---|---|---|---|---|---|
Morgan Stanley | 30M | $1.1B | -7% | Sep 2023 |
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LPL Financial | 23M | $846M | -2% | Sep 2023 |
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Wells Fargo & Company | 9.5M | $384M | -2% | Dec 2023 |
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Ameriprise Financial | 8.8M | $328M | -12% | Sep 2023 |
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Bank of America Corporation | 8.2M | $333M | -10% | Dec 2023 |
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Raymond James Financial Services Advisors | 6.5M | $262M | -1% | Dec 2023 |
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UBS Group | 5.8M | $237M | -14% | Dec 2023 |
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Royal Bank of Canada | 4.9M | $199M | -6% | Dec 2023 |
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Raymond James & Associates | 4.9M | $199M | -11% | Dec 2023 |
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Envestnet Asset Management | 4.2M | $156M | -8% | Sep 2023 |
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Commonwealth Equity Services | 3.6M | $147M | -11% | Dec 2023 |
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Advisor Group Holdings | 3.4M | $137M | -26% | Dec 2023 |
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Stifel Financial | 2.9M | $116M | -25% | Dec 2023 |
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Cambridge Investment Research Advisors | 2.4M | $96M | -15% | Dec 2023 |
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Baird Financial | 2.1M | $85M | 1% | Dec 2023 |
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HighTower Advisors | 2.0M | $82M | 27% | Dec 2023 |
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Branch Banking & Trust Company | 1.5M | $63M | -3% | Dec 2023 |
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Private Advisor | 1.5M | $62M | 7% | Dec 2023 |
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Trilogy Capital | 1.4M | $59M | 8% | Dec 2023 |
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Cetera Investment Advisers | 1.3M | $48M | -11% | Sep 2023 |
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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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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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Multi-Financial Securities | 800k | $30M | -1% | Sep 2023 |
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Janney Montgomery Scott | 795k | $32M | -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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Northwestern Mutual Wealth Management Company | 699k | $26M | -16% | Sep 2023 |
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Mml Investors Services | 691k | $26M | -4% | Sep 2023 |
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First Republic Investment Management | 633k | $24M | -14% | Sep 2023 |
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IFG Advisory | 616k | $25M | 0% | Dec 2023 |
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Octavia Wealth Advisors | 585k | $24M | 2% | Dec 2023 |
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Advisory Alpha | 581k | $24M | -1% | Dec 2023 |
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Financial Network Investment Corporation | 574k | $21M | 13% | Sep 2023 |
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Equitable Holdings | 570k | $21M | -6% | Sep 2023 |
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Petix & Botte | 569k | $23M | 1% | Dec 2023 |
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Rehmann Capital Advisory | 563k | $21M | 13% | Sep 2023 |
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Citigroup | 553k | $22M | -10% | Dec 2023 |
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Stratos Wealth Partners | 526k | $21M | -51% | Dec 2023 |
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Benjamin F. Edwards & Company | 516k | $20M | -4% | Dec 2023 |
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Park National Corp | 509k | $21M | 4% | Dec 2023 |
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Pnc Financial Services | 491k | $20M | 1% | Dec 2023 |
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Kraft, Davis & Associates | 479k | $19M | -5% | Dec 2023 |
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GDS Wealth Management | 478k | $19M | 4% | Dec 2023 |
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Goss Wealth Management | 478k | $18M | -1% | Sep 2023 |
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Beacon Financial | 477k | $19M | 8% | Dec 2023 |
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D.A. Davidson & Co. | 476k | $19M | 0% | Dec 2023 |
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Fountainhead AM | 473k | $19M | 6% | Dec 2023 |
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Mariner Wealth Advisors | 471k | $19M | -30% | Dec 2023 |
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Perennial Investment Advisors | 443k | $17M | -5% | Sep 2023 |
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Pine Valley Investments Ltd Liability | 442k | $18M | 0% | Dec 2023 |
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Next Level Private | 420k | $17M | -3% | Dec 2023 |
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Kestra Private Wealth Services | 402k | $16M | -21% | Dec 2023 |
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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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Integrated Wealth Concepts | 371k | $14M | -21% | Sep 2023 |
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Unionview | 361k | $15M | -1% | Dec 2023 |
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Bank Hapoalim Bm | 346k | $14M | 0% | Dec 2023 |
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Spire Wealth Management | 343k | $14M | 6% | Dec 2023 |
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IFP Advisors | 341k | $14M | 7% | Dec 2023 |
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Apexium Financial | 315k | $13M | -5% | Dec 2023 |
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Steward Partners Investment Advisory | 309k | $13M | -24% | Dec 2023 |
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Advance Capital Management | 300k | $12M | -76% | Dec 2023 |
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Hobart Private Capital | 299k | $12M | 100% | Dec 2023 |
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Kaye Capital Management | 295k | $12M | -8% | Dec 2023 |
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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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Wealth Enhancement Advisory Services | 289k | $12M | -8% | Dec 2023 |
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Centurion Wealth Management | 288k | $12M | 8% | Dec 2023 |
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Us Bancorp | 287k | $12M | -3% | Dec 2023 |
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Commerce Bank N A | 285k | $12M | 3317% | Dec 2023 |
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Dynamic Advisors Solutions | 278k | $11M | 2% | Dec 2023 |
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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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Clear Creek Financial Management | 271k | $11M | 1% | Dec 2023 |
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Envestnet Portfolio Solutions | 263k | $11M | 100% | Dec 2023 |
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William Blair $ Company | 260k | $11M | -1% | Dec 2023 |
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IHT Wealth Management | 250k | $9.3M | -1% | Sep 2023 |
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WealthCare Investment Partners | 228k | $9.3M | 2% | Dec 2023 |
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Signature Securities Group Corporation | 220k | $8.9M | -1% | Dec 2023 |
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Legacy Capital Wealth Partners | 218k | $8.1M | 9% | Sep 2023 |
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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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CWM | 211k | $8.5M | -9% | Dec 2023 |
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Sowell Financial Services | 208k | $8.4M | 20% | Dec 2023 |
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Elevated Capital Advisors | 208k | $8.4M | -1% | Dec 2023 |
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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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Western Wealth Management | 199k | $8.1M | -2% | Dec 2023 |
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PCG Wealth Advisors | 197k | $8.0M | -14% | Dec 2023 |
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Intl Fcstone | 192k | $7.8M | -5% | Dec 2023 |
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BlueChip Wealth Advisors | 192k | $7.8M | 100% | Dec 2023 |
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Wealthcare Advisory Partners | 189k | $7.7M | -36% | Dec 2023 |
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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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PSI Advisors | 177k | $7.2M | 4% | Dec 2023 |
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Crumly & Associates | 175k | $7.1M | -16% | Dec 2023 |
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Barnes Pettey Financial Advisors | 175k | $7.1M | -8% | Dec 2023 |
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RVW Wealth | 173k | $7.0M | -25% | Dec 2023 |
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Beacon Pointe Advisors | 172k | $7.0M | -25% | Dec 2023 |
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National Asset Management | 168k | $6.8M | -16% | Dec 2023 |
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Citadel Advisors | 162k | $6.6M | -54% | Dec 2023 |
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Beacon Financial Advisory | 162k | $6.6M | 2% | Dec 2023 |
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Ausdal Financial Partners | 162k | $6.6M | 1% | Dec 2023 |
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Oppenheimer & Co | 157k | $5.9M | -5% | Sep 2023 |
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Integrity Financial Corp | 156k | $6.3M | -5% | Dec 2023 |
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Financial Advocates Investment Management | 156k | $6.3M | -66% | Dec 2023 |
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Key Client Fiduciary Advisors | 152k | $6.2M | -1% | Dec 2023 |
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Coppell Advisory Solutions | 145k | $5.9M | 90% | Dec 2023 |
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DHJJ Financial Advisors | 144k | $5.8M | -3% | Dec 2023 |
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Strategic Family Wealth Counselors | 144k | $5.8M | -3% | Dec 2023 |
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Hanson McClain Advisors | 142k | $5.8M | -10% | Dec 2023 |
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Chicago Partners Investment | 142k | $5.7M | 2% | 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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Cherry Creek Investment Advisors | 139k | $5.6M | 0% | Dec 2023 |
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Spectrum Wealth Advisory Group | 138k | $5.6M | 2% | Dec 2023 |
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Gateway Wealth Partners | 137k | $5.1M | 19% | Sep 2023 |
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Lincoln National | 137k | $5.5M | -46% | Dec 2023 |
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Cornerstone Wealth Management | 136k | $5.5M | -10% | 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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Ameritas Advisory Services | 130k | $5.3M | -45% | Dec 2023 |
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First Heartland Consultants | 129k | $5.2M | 3% | Dec 2023 |
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Bank of New York Mellon | 129k | $5.2M | -65% | Dec 2023 |
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Nbc Securities | 128k | $5.2M | -5% | Dec 2023 |
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Concentrum Wealth Management | 128k | $5.2M | -3% | Dec 2023 |
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Paul Damon & Associates | 128k | $5.2M | -36% | Dec 2023 |
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Towerpoint Wealth | 125k | $5.1M | 0% | Dec 2023 |
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Tidemark | 123k | $5.0M | 100% | Dec 2023 |
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Tower Research Capital | 121k | $4.5M | 644% | Sep 2023 |
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Wagner Wealth Management | 118k | $4.8M | -2% | Dec 2023 |
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Cedar Brook Financial Partners | 118k | $4.7M | -3% | Dec 2023 |
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Claro Advisors | 117k | $4.7M | -11% | Dec 2023 |
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Harbor Investment Advisory | 116k | $4.7M | -3% | Dec 2023 |
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Naviter Wealth | 115k | $4.7M | -2% | Dec 2023 |
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Sigma Planning | 114k | $4.6M | -52% | Dec 2023 |
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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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SignalPoint Asset Management | 112k | $4.6M | 0% | Dec 2023 |
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tru Independence | 108k | $4.4M | -4% | Dec 2023 |
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ValMark Advisers | 107k | $4.3M | -2% | Dec 2023 |
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Assetmark | 107k | $4.3M | 46% | Dec 2023 |
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1776 Wealth | 106k | $4.0M | -1% | Sep 2023 |
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Cottonwood Capital Advisors | 105k | $4.3M | -4% | Dec 2023 |
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Capital Investment Advisory Services | 105k | $4.3M | 12% | Dec 2023 |
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Advisor OS | 103k | $4.2M | -8% | Dec 2023 |
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Ballew Advisors | 102k | $4.1M | -1% | Dec 2023 |
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Acorn Financial Advisory Services | 93k | $3.8M | -19% | Dec 2023 |
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Susquehanna International | 92k | $3.4M | -41% | Sep 2023 |
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Foundations Investment Advisors | 85k | $3.5M | -25% | Dec 2023 |
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Kingsview Wealth Management | 75k | $3.0M | -44% | Dec 2023 |
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Founders Financial Securities | 73k | $3.0M | -50% | Dec 2023 |
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Geneos Wealth Management | 49k | $2.0M | -58% | Dec 2023 |
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Bellevue Asset Management | 38k | $1.5M | -89% | Dec 2023 |
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Mainsail Financial Group | 14k | $577k | -92% | Dec 2023 |
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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 |
---|---|---|---|
FDx Advisors | Jun 2023 | 507k | $20M |
Benedetti & Gucer | Sep 2023 | 138k | $5.2M |
Two Sigma Investments | Sep 2023 | 136k | $5.1M |