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 |
|---|---|---|---|---|---|
| Morgan Stanley | 22M | $915M | -7% | Jun 2024 |
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| LPL Financial | 19M | $755M | -7% | Jun 2024 |
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| Wells Fargo & Company | 7.2M | $294M | -7% | Jun 2024 |
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| Bank of America Corporation | 6.9M | $283M | -8% | Jun 2024 |
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| Ameriprise Financial | 5.9M | $251M | 100% | Mar 2024 |
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| UBS Group | 5.0M | $211M | -15% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.7M | $190M | -17% | Jun 2024 |
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| Royal Bank of Canada | 4.2M | $172M | -6% | Jun 2024 |
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| Raymond James & Associates | 3.9M | $157M | -9% | Jun 2024 |
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| Envestnet Asset Management | 3.8M | $156M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 3.2M | $129M | -5% | Jun 2024 |
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| Stifel Financial | 2.5M | $101M | -8% | Jun 2024 |
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| Advisor Group Holdings | 2.3M | $98M | -31% | Mar 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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| Baird Financial | 2.0M | $83M | -5% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.9M | $76M | 1% | Jun 2024 |
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| Branch Banking & Trust Company | 1.5M | $60M | -6% | Jun 2024 |
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| Private Advisor | 1.3M | $55M | -9% | Jun 2024 |
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| Trilogy Capital | 1.1M | $45M | 4% | Jun 2024 |
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| Strategic Financial Concepts | 1.0M | $64M | 4288% | Jun 2024 |
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| Kestra Advisory Services | 1.0M | $41M | -14% | Jun 2024 |
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| Harbour Investments | 955k | $39M | -11% | Jun 2024 |
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| Prospera Financial Services | 834k | $34M | -13% | Jun 2024 |
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| New England Private Wealth Advisors | 782k | $33M | -6% | Mar 2024 |
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| H D Vest Advisory Services | 725k | $30M | -4% | Jun 2024 |
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| Rehmann Capital Advisory | 678k | $28M | 14% | Jun 2024 |
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| Janney Montgomery Scott | 646k | $26M | -1% | Jun 2024 |
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| Petix & Botte | 564k | $23M | 98% | Jun 2024 |
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| Atria Wealth Solutions | 528k | $22M | -13% | Jun 2024 |
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| Mml Investors Services | 508k | $21M | -9% | Jun 2024 |
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| Jpmorgan Chase & Co | 504k | $21M | -34% | Jun 2024 |
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| Beacon Financial | 500k | $20M | 2% | Jun 2024 |
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| Benjamin F. Edwards & Company | 499k | $20M | -2% | Jun 2024 |
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| Park National Corp | 496k | $20M | -2% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 489k | $20M | -14% | Jun 2024 |
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| Citigroup | 480k | $20M | -1% | Jun 2024 |
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| Pnc Financial Services | 468k | $19M | -3% | Jun 2024 |
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| Goss Wealth Management | 464k | $19M | 0% | Jun 2024 |
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| Colony | 463k | $19M | 2613% | Jun 2024 |
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| D.A. Davidson & Co. | 454k | $19M | -1% | Jun 2024 |
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| IFG Advisory | 450k | $18M | -25% | Jun 2024 |
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| Stratos Wealth Partners | 439k | $18M | -9% | Jun 2024 |
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| Mariner Wealth Advisors | 433k | $18M | -1% | Jun 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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| Larson Financial Group | 368k | $15M | 93% | Jun 2024 |
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| Kestra Private Wealth Services | 365k | $15M | -4% | Jun 2024 |
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| Rockefeller Capital Management | 313k | $13M | -5% | Jun 2024 |
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| Wayne Hummer Investments | 297k | $12M | -2% | Jun 2024 |
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| Apexium Financial | 295k | $12M | -3% | Jun 2024 |
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| Kaye Capital Management | 291k | $12M | 0% | Jun 2024 |
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| CWM | 287k | $12M | -1% | Jun 2024 |
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| Us Bancorp | 287k | $12M | -1% | Jun 2024 |
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| Commerce Bank N A | 285k | $12M | 0% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 279k | $11M | -1% | Jun 2024 |
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| Silver Oak Securities | 276k | $11M | -4% | Jun 2024 |
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| IFP Advisors | 267k | $11M | -18% | Jun 2024 |
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| Envestnet Portfolio Solutions | 259k | $11M | 3% | Jun 2024 |
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| Strategic Planning Group | 257k | $11M | 5% | Jun 2024 |
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| WealthCare Investment Partners | 245k | $10M | 2% | Jun 2024 |
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| Sanctuary Advisors | 242k | $9.9M | 100% | Jun 2024 |
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| Integrated Wealth Concepts | 232k | $9.5M | 1% | Jun 2024 |
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| Beacon Financial Advisory | 229k | $9.3M | 43% | Jun 2024 |
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| William Blair $ Company | 228k | $9.3M | -12% | Jun 2024 |
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| Hobart Private Capital | 226k | $9.2M | -39% | Jun 2024 |
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| IHT Wealth Management | 225k | $9.5M | -5% | Mar 2024 |
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| PCG Wealth Advisors | 225k | $9.2M | 5% | Jun 2024 |
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| Fountainhead AM | 221k | $9.0M | -26% | Jun 2024 |
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| Centurion Wealth Management | 209k | $8.8M | -27% | Mar 2024 |
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| Equitable Holdings | 208k | $8.5M | -6% | Jun 2024 |
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| 1st Source Bank | 202k | $8.2M | 1% | Jun 2024 |
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| Holistic Financial Partners | 202k | $8.2M | -4% | Jun 2024 |
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| Wedbush Morgan Securities | 202k | $8.2M | -24% | Jun 2024 |
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| Concurrent Investment Advisors | 200k | $8.2M | 18% | Jun 2024 |
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| Signature Securities Group Corporation | 197k | $8.0M | -5% | Jun 2024 |
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| Wealthcare Advisory Partners | 188k | $7.7M | -2% | Jun 2024 |
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| Unionview | 182k | $7.4M | -1% | Jun 2024 |
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| Buckingham Strategic Partners | 180k | $7.6M | -16% | Mar 2024 |
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| BlueChip Wealth Advisors | 179k | $7.3M | -6% | Jun 2024 |
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| Clear Creek Financial Management | 177k | $7.2M | -4% | Jun 2024 |
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| Crumly & Associates | 171k | $7.0M | -2% | Jun 2024 |
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| Gateway Wealth Partners | 171k | $7.0M | 30% | Jun 2024 |
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| Goldman Sachs Group | 170k | $6.9M | -35% | Jun 2024 |
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| Assetmark | 169k | $6.9M | 15% | Jun 2024 |
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| Hanson McClain Advisors | 163k | $6.9M | -11% | Jun 2024 |
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| Pine Valley Investments Ltd Liability | 163k | $6.6M | -4% | Jun 2024 |
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| Beacon Pointe Advisors | 162k | $6.6M | -4% | Jun 2024 |
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| Independent Advisor Alliance | 162k | $6.6M | 9% | Jun 2024 |
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| Ausdal Financial Partners | 157k | $6.4M | -7% | Jun 2024 |
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| Concentrum Wealth Management | 155k | $6.3M | 6% | Jun 2024 |
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| Oppenheimer & Co | 155k | $6.5M | 100% | Mar 2024 |
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| Fsb Premier Wealth Management | 150k | $6.1M | -15% | Jun 2024 |
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| Intl Fcstone | 148k | $6.0M | -12% | Jun 2024 |
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| Ameritas Advisory Services | 148k | $6.0M | -33% | Jun 2024 |
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| Strategic Family Wealth Counselors | 148k | $6.0M | 0% | Jun 2024 |
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| DHJJ Financial Advisors | 147k | $6.0M | 2% | Jun 2024 |
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| Coppell Advisory Solutions | 145k | $5.9M | 0% | Jun 2024 |
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| Harvest Investment Services | 144k | $5.9M | 7% | Jun 2024 |
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| Advisory Alpha | 144k | $5.9M | -75% | Jun 2024 |
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| Spectrum Wealth Advisory Group | 144k | $5.9M | 3% | Jun 2024 |
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| Barnes Pettey Financial Advisors | 144k | $5.9M | -14% | Jun 2024 |
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| Coppell Advisory Solutions Corp. | 141k | $6.0M | 100% | Mar 2024 |
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| Cherry Creek Investment Advisors | 141k | $5.7M | -5% | Jun 2024 |
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| 1776 Wealth | 141k | $5.7M | -4% | Jun 2024 |
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| AE Wealth Management | 139k | $8.5M | 8% | Jun 2024 |
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| First Heartland Consultants | 129k | $5.3M | -3% | Jun 2024 |
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| Kraft, Davis & Associates | 129k | $5.5M | -72% | Jun 2024 |
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| Towerpoint Wealth | 128k | $5.2M | 3% | Jun 2024 |
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| Naviter Wealth | 126k | $5.2M | 3% | Jun 2024 |
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| Atria Investments | 126k | $5.1M | -4% | Jun 2024 |
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| Snowden Capital Advisors | 125k | $5.1M | -13% | Jun 2024 |
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| Western Wealth Management | 124k | $5.1M | -11% | Jun 2024 |
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| Bank of New York Mellon | 123k | $5.0M | 4% | Jun 2024 |
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| National Asset Management | 122k | $5.0M | -39% | Jun 2024 |
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| Wagner Wealth Management | 121k | $4.9M | 0% | Jun 2024 |
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| Orion Portfolio Solutions | 121k | $5.1M | -14% | Mar 2024 |
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| Susquehanna International | 120k | $4.9M | 27% | Jun 2024 |
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| Balanced Wealth Group | 118k | $4.8M | -1% | Jun 2024 |
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| Cornerstone Wealth Management | 117k | $4.8M | -1% | Jun 2024 |
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| Signature Estate and Investment Advisors | 115k | $4.7M | 100% | Jun 2024 |
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| Financial Advocates Investment Management | 114k | $4.6M | -7% | Jun 2024 |
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| Paul Damon & Associates | 113k | $4.6M | -5% | Jun 2024 |
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| ICA Group Wealth Management | 112k | $4.6M | -60% | Jun 2024 |
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| HBW Advisory Services | 109k | $4.4M | 12% | Jun 2024 |
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| Treasure Coast Financial Planning | 108k | $4.4M | 7% | Jun 2024 |
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| Arkadios Wealth Advisors | 108k | $4.4M | 64% | Jun 2024 |
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| Tower Research Capital | 106k | $4.3M | 100% | Jun 2024 |
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| Ballew Advisors | 106k | $4.4M | 5% | Jun 2024 |
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| Nbc Securities | 106k | $4.3M | -9% | Jun 2024 |
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| Sigma Planning | 104k | $4.2M | -29% | Jun 2024 |
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| Perennial Investment Advisors | 103k | $4.2M | -14% | Jun 2024 |
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| Chicago Partners Investment | 100k | $4.3M | -14% | Jun 2024 |
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| Kovack Advisors | 99k | $4.0M | 100% | Jun 2024 |
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| Barrett & Company | 98k | $4.0M | 2% | Jun 2024 |
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| Cottonwood Capital Advisors | 97k | $3.9M | -3% | Jun 2024 |
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| Harbor Investment Advisory | 97k | $4.0M | -1% | Jun 2024 |
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| KPP Advisory Services | 96k | $3.9M | 100% | Jun 2024 |
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| Simplicity Wealth | 92k | $3.8M | -2% | Jun 2024 |
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| ValMark Advisers | 92k | $3.8M | -5% | Jun 2024 |
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| Goldstein Advisors | 92k | $3.7M | 1% | Jun 2024 |
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| Acorn Financial Advisory Services | 88k | $3.6M | -2% | Jun 2024 |
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| Advance Capital Management | 86k | $3.5M | -13% | Jun 2024 |
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| RVW Wealth | 85k | $3.5M | -28% | Jun 2024 |
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| Southland Equity Partners | 85k | $3.5M | 6% | Jun 2024 |
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| Stablepoint Partners | 83k | $3.6M | -12% | Jun 2024 |
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| Kaydan Wealth Management | 83k | $3.4M | -4% | Jun 2024 |
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| Kraematon Investment Advisors | 83k | $3.4M | -1% | Jun 2024 |
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| Cozad Asset Management | 82k | $3.3M | -3% | Jun 2024 |
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| Secure Asset Management | 81k | $3.3M | -2% | Jun 2024 |
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| Brian McDonald | 78k | $3.2M | -10% | Jun 2024 |
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| Elevated Capital Advisors | 78k | $3.2M | -64% | Jun 2024 |
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| International Assets Investment Management | 77k | $3.2M | -4% | Jun 2024 |
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| Next Level Private | 74k | $3.0M | -82% | Jun 2024 |
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| Iams Wealth Management | 71k | $2.9M | -19% | Jun 2024 |
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| Jane Street | 66k | $2.7M | -44% | Jun 2024 |
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| SignalPoint Asset Management | 52k | $2.1M | -39% | Jun 2024 |
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| Spire Wealth Management | 48k | $1.9M | -81% | Jun 2024 |
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| Apollon Financial | 48k | $1.9M | -41% | Jun 2024 |
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| Capital Investment Advisory Services | 43k | $1.7M | -49% | Jun 2024 |
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| Citadel Advisors | 38k | $1.6M | -80% | Jun 2024 |
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| Key Client Fiduciary Advisors | 28k | $1.1M | -82% | Jun 2024 |
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| Tidemark | 19k | $777k | -82% | Jun 2024 |
|
Who sold out of First Trust Value Line Dividend Indx Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Global Assets Advisory | Mar 2024 | 566k | $14M |
| GDS Wealth Management | Mar 2024 | 482k | $20M |
| Lincoln National | Mar 2024 | 131k | $5.5M |
| Cedar Brook Financial Partners | Mar 2024 | 118k | $5.0M |