Funds holding First Trust Value Line Dividen
ISIN US33734H1068 · United States · LEI 549300P5LD08LT4J5846
- Fund holders
- 0
No tracked fund declares this company in its latest report.
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 12,447 | +22,530.9 % |
| 2026Q1 | 1 | -1 | 55 | -99.9 % |
| 2025Q4 | 2 | -3 | 78,054 | +68,368.4 % |
| 2025Q3 | 5 | +3 | 114 | -99.9 % |
| 2025Q2 | 2 | +1 | 87,545 | +866.8 % |
| 2024Q4 | 1 | -1 | 9,055 | -15.5 % |
| 2024Q3 | 2 | +1 | 10,721 | +9,142.2 % |
| 2024Q2 | 1 | -1 | 116 | -93.3 % |
| 2023Q4 | 2 | 1,743 |
Institutional managers
629 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 18,147,711 | 853.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 16,816,974 | 790.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,345,787 | 251.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,292,515 | 248.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 5,162,932 | 242.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 3,377,606 | 158.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,287,993 | 154.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 3,272,443 | 153.9M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 2,169,935 | 102.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,034,940 | 95.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,983,916 | 93.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,859,101 | 87.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,566,495 | 73.7M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 1,281,757 | 60.3M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 1,206,149 | 56.7K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 865,457 | 40.7M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 830,494 | 39.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 812,645 | 37.9M $ | as of Mar 31, 2026 |
| New England Private Wealth Advisors LLC | 763,623 | 35.9M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 707,761 | 33.3M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 616,506 | 29M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 596,065 | 27.6M $ | as of Mar 31, 2026 |
| BENJAMIN EDWARDS INC | 554,403 | 26.1M $ | as of Mar 31, 2026 |
| Intellus Advisors LLC | 552,985 | 26M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 546,709 | 25.7K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding First Trust Value Line Dividen". https://titelia.com/en/stocks/first-trust-value-line-dividen-US33734H1068