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 |
---|---|---|---|---|---|
Morgan Stanley | 22M | $915M | -7% | Jun 2024 |
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LPL Financial | 18M | $799M | -5% | Sep 2024 |
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Bank of America Corporation | 7.1M | $325M | 3% | Sep 2024 |
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Wells Fargo & Company | 7.0M | $317M | -3% | Sep 2024 |
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Royal Bank of Canada | 4.0M | $182M | -5% | Sep 2024 |
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Raymond James Financial Services Advisors | 3.9M | $179M | -16% | Sep 2024 |
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Raymond James & Associates | 3.7M | $167M | -5% | Sep 2024 |
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Envestnet Asset Management | 3.6M | $166M | -5% | Sep 2024 |
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International Assets Investment Management | 3.5M | $77M | 4431% | Sep 2024 |
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Commonwealth Equity Services | 2.7M | $125M | -13% | Sep 2024 |
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Stifel Financial | 2.5M | $101M | -8% | Jun 2024 |
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Cetera Investment Advisers | 2.3M | $92M | -3% | Jun 2024 |
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HighTower Advisors | 2.0M | $81M | -2% | Jun 2024 |
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Advisor Group Holdings | 1.9M | $84M | -20% | Sep 2024 |
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Cambridge Investment Research Advisors | 1.6M | $74M | -12% | Sep 2024 |
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Branch Banking & Trust Company | 1.5M | $60M | -6% | Jun 2024 |
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Private Advisor | 1.3M | $57M | -6% | Sep 2024 |
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Trilogy Capital | 1.1M | $51M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 1.0M | $47M | 106% | Sep 2024 |
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Kestra Advisory Services | 981k | $45M | -2% | Sep 2024 |
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Prospera Financial Services | 839k | $38M | 1% | Sep 2024 |
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New England Private Wealth Advisors | 769k | $35M | -2% | Sep 2024 |
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Harbour Investments | 764k | $35M | -20% | Sep 2024 |
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H D Vest Advisory Services | 725k | $30M | -4% | Jun 2024 |
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Janney Montgomery Scott | 658k | $30M | 2% | Sep 2024 |
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Petix & Botte | 591k | $27M | 5% | Sep 2024 |
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Atria Wealth Solutions | 517k | $24M | -2% | Sep 2024 |
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Mml Investors Services | 512k | $23M | 1% | Sep 2024 |
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Benjamin F. Edwards & Company | 499k | $20M | -2% | Jun 2024 |
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Park National Corp | 494k | $23M | 0% | Sep 2024 |
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Benjamin Edwards | 489k | $22M | 3184% | Sep 2024 |
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Larson Financial Group | 486k | $22M | 32% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 474k | $22M | -3% | Sep 2024 |
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Citigroup | 472k | $22M | -2% | Sep 2024 |
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Goss Wealth Management | 464k | $19M | 0% | Jun 2024 |
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Beacon Financial | 461k | $21M | -8% | Sep 2024 |
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Pnc Financial Services | 458k | $21M | -2% | Sep 2024 |
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D.A. Davidson & Co. | 454k | $19M | -1% | Jun 2024 |
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IFG Advisory | 448k | $20M | 0% | Sep 2024 |
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Stratos Wealth Partners | 437k | $20M | 0% | Sep 2024 |
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Mariner Wealth Advisors | 419k | $19M | -3% | Sep 2024 |
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Victory Financial Group | 394k | $16M | 100% | Jun 2024 |
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Steward Partners Investment Advisory | 385k | $16M | 5% | Jun 2024 |
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Kestra Private Wealth Services | 346k | $16M | -5% | Sep 2024 |
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Rockefeller Capital Management | 313k | $13M | -5% | Jun 2024 |
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Envestnet Portfolio Solutions | 296k | $14M | 14% | Sep 2024 |
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CWM | 286k | $13M | 0% | Sep 2024 |
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Commerce Bank N A | 285k | $13M | 0% | Sep 2024 |
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Kaye Capital Management | 284k | $13M | -2% | Sep 2024 |
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Rehmann Capital Advisory | 284k | $13M | -58% | Sep 2024 |
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Us Bancorp | 280k | $13M | -2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 279k | $11M | -1% | Jun 2024 |
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Apexium Financial | 271k | $12M | -8% | Sep 2024 |
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AE Wealth Management | 268k | $12M | 93% | Sep 2024 |
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IFP Advisors | 267k | $11M | -18% | Jun 2024 |
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Silver Oak Securities | 260k | $12M | -6% | Sep 2024 |
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WealthCare Investment Partners | 254k | $11M | 3% | Sep 2024 |
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Assetmark | 248k | $11M | 47% | Sep 2024 |
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Beacon Financial Advisory | 248k | $11M | 8% | Sep 2024 |
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Sanctuary Advisors | 242k | $9.9M | 100% | Jun 2024 |
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Hobart Private Capital | 241k | $11M | 7% | Sep 2024 |
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William Blair $ Company | 227k | $10M | -1% | Sep 2024 |
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PCG Wealth Advisors | 225k | $10M | 0% | Sep 2024 |
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Integrated Wealth Concepts | 223k | $10M | -4% | Sep 2024 |
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Prosperity Consulting Group | 218k | $9.9M | 100% | Sep 2024 |
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Fountainhead AM | 216k | $9.8M | -2% | Sep 2024 |
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Concurrent Investment Advisors | 208k | $9.5M | 4% | Sep 2024 |
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Equitable Holdings | 208k | $8.5M | -6% | Jun 2024 |
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Holistic Financial Partners | 207k | $9.4M | 3% | Sep 2024 |
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1st Source Bank | 202k | $8.2M | 1% | Jun 2024 |
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Signature Securities Group Corporation | 195k | $8.9M | -1% | Sep 2024 |
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Wedbush Morgan Securities | 194k | $8.8M | -4% | Sep 2024 |
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Coppell Advisory Solutions | 184k | $8.3M | 27% | Sep 2024 |
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Unionview | 180k | $8.2M | -1% | Sep 2024 |
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BlueChip Wealth Advisors | 179k | $7.3M | -6% | Jun 2024 |
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Clear Creek Financial Management | 174k | $7.9M | -2% | Sep 2024 |
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Crumly & Associates | 171k | $7.8M | 0% | Sep 2024 |
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Goldman Sachs Group | 170k | $6.9M | -35% | Jun 2024 |
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Proactive Wealth Strategies | 169k | $7.7M | 100% | Sep 2024 |
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Oppenheimer & Co | 166k | $7.5M | 7% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 163k | $6.6M | -4% | Jun 2024 |
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Independent Advisor Alliance | 162k | $6.6M | 9% | Jun 2024 |
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Orion Portfolio Solutions | 161k | $7.3M | 34% | Sep 2024 |
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Beacon Pointe Advisors | 160k | $7.3M | -1% | Sep 2024 |
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Hanson McClain Advisors | 160k | $7.3M | -2% | Sep 2024 |
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Gateway Wealth Partners | 157k | $7.1M | -8% | Sep 2024 |
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Concentrum Wealth Management | 157k | $7.1M | 1% | Sep 2024 |
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Strategic Family Wealth Counselors | 156k | $7.1M | 5% | Sep 2024 |
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Wealthcare Advisory Partners | 153k | $6.9M | -19% | Sep 2024 |
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Harvest Investment Services | 153k | $6.9M | 6% | Sep 2024 |
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Fsb Premier Wealth Management | 150k | $6.1M | -15% | Jun 2024 |
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Atria Investments | 149k | $6.8M | 18% | Sep 2024 |
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DHJJ Financial Advisors | 148k | $6.7M | 1% | Sep 2024 |
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Bank of New York Mellon | 146k | $6.7M | 19% | Sep 2024 |
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Cherry Creek Investment Advisors | 143k | $6.5M | 1% | Sep 2024 |
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Ameritas Advisory Services | 140k | $6.4M | -5% | Sep 2024 |
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1776 Wealth | 137k | $6.2M | -3% | Sep 2024 |
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Intl Fcstone | 136k | $6.2M | -8% | Sep 2024 |
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Robertson Stephens Wealth Management | 127k | $5.8M | 100% | Sep 2024 |
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Advisory Alpha | 125k | $5.7M | -13% | Sep 2024 |
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Towerpoint Wealth | 123k | $5.6M | -3% | Sep 2024 |
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National Asset Management | 122k | $5.0M | -39% | Jun 2024 |
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Kraft, Davis & Associates | 122k | $5.5M | -5% | Sep 2024 |
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Wagner Wealth Management | 120k | $5.4M | -1% | Sep 2024 |
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Balanced Wealth Group | 117k | $5.3M | 0% | Sep 2024 |
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Financial Advocates Investment Management | 117k | $5.3M | 3% | Sep 2024 |
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Citadel Advisors | 117k | $5.3M | 206% | Sep 2024 |
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Western Wealth Management | 116k | $5.3M | -6% | Sep 2024 |
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Snowden Capital Advisors | 116k | $5.3M | -7% | Sep 2024 |
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Arkadios Wealth Advisors | 114k | $5.2M | 5% | Sep 2024 |
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ICA Group Wealth Management | 112k | $4.6M | -60% | Jun 2024 |
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Paul Damon & Associates | 110k | $5.0M | -3% | Sep 2024 |
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Cornerstone Wealth Management | 110k | $5.0M | -6% | Sep 2024 |
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Barnes Pettey Financial Advisors | 110k | $5.0M | -24% | Sep 2024 |
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Jones Financial Companies, L.L | 109k | $5.0M | 467% | Sep 2024 |
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Treasure Coast Financial Planning | 108k | $4.4M | 7% | Jun 2024 |
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Ballew Advisors | 108k | $4.9M | 2% | Sep 2024 |
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Signature Estate and Investment Advisors | 108k | $4.9M | -6% | Sep 2024 |
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Tower Research Capital | 106k | $4.3M | 100% | Jun 2024 |
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Perennial Investment Advisors | 103k | $4.2M | -14% | Jun 2024 |
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Kovack Advisors | 102k | $4.7M | 4% | Sep 2024 |
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Iams Wealth Management | 101k | $4.6M | 43% | Sep 2024 |
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Chicago Partners Investment | 101k | $4.6M | 1% | Sep 2024 |
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Southland Equity Partners | 100k | $4.6M | 18% | Sep 2024 |
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Barrett & Company | 100k | $4.5M | 2% | Sep 2024 |
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Sigma Planning | 98k | $4.5M | -5% | Sep 2024 |
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Harbor Investment Advisory | 96k | $4.4M | -1% | Sep 2024 |
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ValMark Advisers | 92k | $4.2M | 0% | Sep 2024 |
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Goldstein Advisors | 91k | $4.1M | -1% | Sep 2024 |
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KPP Advisory Services | 88k | $4.0M | -7% | Sep 2024 |
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Mutual Advisors | 87k | $4.0M | 9% | Sep 2024 |
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Cottonwood Capital Advisors | 87k | $4.0M | -10% | Sep 2024 |
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Nbc Securities | 87k | $4.0M | -18% | Sep 2024 |
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Kingsview Wealth Management | 86k | $3.9M | 9% | Sep 2024 |
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Acorn Financial Advisory Services | 86k | $3.9M | -3% | Sep 2024 |
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GPS Wealth Strategies Group | 81k | $3.7M | 48% | Sep 2024 |
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RVW Wealth | 81k | $3.7M | -5% | Sep 2024 |
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Kaydan Wealth Management | 81k | $3.7M | -3% | Sep 2024 |
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Secure Asset Management | 80k | $3.6M | -1% | Sep 2024 |
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Main Street Financial Solutions | 79k | $3.6M | 133% | Sep 2024 |
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Kraematon Investment Advisors | 79k | $3.6M | -5% | Sep 2024 |
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Cozad Asset Management | 78k | $3.6M | -4% | Sep 2024 |
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Ausdal Financial Partners | 78k | $3.6M | -50% | Sep 2024 |
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Kowal Investment Group | 78k | $3.5M | -1% | Sep 2024 |
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Elevated Capital Advisors | 77k | $3.5M | -1% | Sep 2024 |
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Kennedy Investment Group | 76k | $3.4M | 2% | Sep 2024 |
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Stablepoint Partners | 75k | $3.4M | -9% | Sep 2024 |
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Simplicity Wealth | 75k | $3.4M | -19% | Sep 2024 |
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Buckingham Strategic Partners | 75k | $3.4M | -58% | Sep 2024 |
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Brian McDonald | 74k | $3.3M | -6% | Sep 2024 |
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Advance Capital Management | 72k | $3.3M | -16% | Sep 2024 |
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Stephens | 71k | $3.2M | -9% | Sep 2024 |
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Colony | 62k | $2.8M | -87% | Sep 2024 |
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Susquehanna International | 54k | $2.4M | -56% | Sep 2024 |
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Spectrum Wealth Advisory Group | 51k | $2.3M | -65% | Sep 2024 |
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First Heartland Consultants | 46k | $2.1M | -64% | Sep 2024 |
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Centurion Wealth Management | 45k | $2.0M | -79% | Sep 2024 |
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Strategic Planning Group | 32k | $1.4M | -88% | Sep 2024 |
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Wayne Hummer Investments | 29k | $1.3M | -90% | Sep 2024 |
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Strategic Financial Concepts | 24k | $1.1M | -98% | Sep 2024 |
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HBW Advisory Services | 12k | $532k | -89% | Sep 2024 |
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Virtu Financial | 8.9k | $406k | -88% | Sep 2024 |
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Naviter Wealth | 5.4k | $247k | -96% | Sep 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 |
---|---|---|---|
Qube Research & Technologies | Mar 2024 | 76k | $3.2M |