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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Top investors of First Trust Value Line Dividend Indx Fnd stock
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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| 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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| Baird Financial | 2.1M | $85M | 1% | Dec 2023 |
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| HighTower Advisors | 2.0M | $82M | 27% | Dec 2023 |
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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 | 7% | Dec 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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| 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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| 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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| IFG Advisory | 616k | $25M | 0% | Dec 2023 |
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| Advisory Alpha | 581k | $24M | -1% | Dec 2023 |
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| Petix & Botte | 569k | $23M | 1% | Dec 2023 |
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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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| 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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| 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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| 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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| 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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| 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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| Hobart Private Capital | 370k | $16M | 24% | Mar 2024 |
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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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| 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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| 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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| 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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| 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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| Envestnet Portfolio Solutions | 263k | $11M | 100% | 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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| 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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| Sowell Financial Services | 208k | $8.4M | 20% | Dec 2023 |
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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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| Western Wealth Management | 199k | $8.1M | -2% | Dec 2023 |
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| Intl Fcstone | 192k | $7.8M | -5% | Dec 2023 |
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| Wealthcare Advisory Partners | 192k | $8.1M | 2% | Mar 2024 |
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| BlueChip Wealth Advisors | 192k | $7.8M | 100% | Dec 2023 |
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| Clear Creek Financial Management | 185k | $7.8M | -32% | 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 | $7.1M | -16% | Dec 2023 |
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| Barnes Pettey Financial Advisors | 175k | $7.1M | -8% | Dec 2023 |
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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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| 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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| 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 | 153k | $6.4M | 0% | Mar 2024 |
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| Cherry Creek Investment Advisors | 148k | $6.3M | 7% | 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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| Concurrent Investment Advisors | 139k | $5.6M | 100% | Dec 2023 |
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| Lincoln National | 137k | $5.5M | -46% | 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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| Concentrum Wealth Management | 128k | $5.2M | -3% | 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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| 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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| 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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| ValMark Advisers | 107k | $4.3M | -2% | Dec 2023 |
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| Assetmark | 107k | $4.3M | 46% | 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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| 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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| Kraematon Investment Advisors | 86k | $3.5M | -4% | Dec 2023 |
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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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| Capital Investment Advisory Services | 83k | $3.5M | -21% | Mar 2024 |
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| Gladstone Institutional Advisory | 82k | $3.3M | -14% | Dec 2023 |
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| First Command Advisory Services | 81k | $3.3M | -10% | Dec 2023 |
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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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| Secure Asset Management | 76k | $3.1M | -3% | Dec 2023 |
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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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| Arkadios Wealth Advisors | 70k | $2.8M | -14% | Dec 2023 |
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| Claro Advisors | 70k | $2.9M | -40% | Mar 2024 |
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| PFG Advisors | 59k | $2.4M | -33% | Dec 2023 |
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| Dynamic Advisors Solutions | 57k | $2.4M | -80% | Mar 2024 |
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| Octavia Wealth Advisors | 51k | $2.2M | -91% | Mar 2024 |
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| Geneos Wealth Management | 49k | $2.0M | -58% | Dec 2023 |
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| tru Independence | 39k | $1.6M | -64% | Mar 2024 |
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| PSI Advisors | 12k | $520k | -93% | Mar 2024 |
|
Who sold out of First Trust Value Line Dividend Indx Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Benedetti & Gucer | Sep 2023 | 138k | $5.2M |
| Two Sigma Investments | Sep 2023 | 136k | $5.1M |
| Jane Street | Sep 2023 | 99k | $3.7M |