First Trust Value Line Dividend Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 18.15 M | $853.49 M | -5.02% | 9.56% |
| LPL FINANCIAL LLC | 05/06/2026 | 16.82 M | $790.90 M | -2.27% | 8.86% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.35 M | $251.41 M | -9.68% | 2.82% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 5.29 M | $248.91 M | -5.17% | 2.79% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 5.16 M | $242.81 M | -5.59% | 2.72% |
| UBS GROUP AG | 05/05/2026 | 3.38 M | $158.85 M | -11.55% | 1.78% |
| ROYAL BANK OF CANADA | 05/15/2026 | 3.29 M | $154.64 M | -11.98% | 1.73% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 3.27 M | $153.90 M | 15.62% | 1.72% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 2.17 M | $102.05 M | -6.48% | 1.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 2.03 M | $95.70 M | -10.72% | 1.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 1.98 M | $93.30 M | -1.82% | 1.05% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.86 M | $87.44 M | -28.98% | 0.98% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.57 M | $73.67 M | -1.95% | 0.83% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 1.28 M | $60.28 M | -1.06% | 0.68% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.21 M | $56.73 M | -13.21% | 0.64% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 865.46 K | $40.70 M | -0.64% | 0.46% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 830.49 K | $39.06 M | -5.69% | 0.44% |
| JPMORGAN CHASE & CO | 05/13/2026 | 812.65 K | $37.88 M | 71.68% | 0.43% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 05/08/2026 | 763.62 K | $35.91 M | 0.11% | 0.40% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 707.76 K | $33.29 M | -1.30% | 0.37% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 616.51 K | $29.00 M | -1.93% | 0.32% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 596.07 K | $27.63 M | 10.07% | 0.31% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 573.76 K | $26.98 M | 20.92% | 0.30% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 554.40 K | $26.08 M | -0.33% | 0.29% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 552.99 K | $26.01 M | -11.83% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 546.71 K | $25.71 M | 0.59% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 537.19 K | $25.26 M | -5.95% | 0.28% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 501.60 K | $23.59 M | 0.16% | 0.26% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 495.16 K | $23.29 M | 11.56% | 0.26% |
| PARK NATIONAL CORP /OH/ | 04/16/2026 | 494.26 K | $23.25 M | 2.32% | 0.26% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 04/28/2026 | 483.14 K | $22.72 M | 3.01% | 0.25% |
| CITIGROUP INC | 05/11/2026 | 453.60 K | $21.33 M | -1.60% | 0.24% |
| MARINER, LLC | 05/13/2026 | 453.30 K | $21.32 M | -1.96% | 0.24% |
| GATEWAY WEALTH PARTNERS, LLC | 05/15/2026 | 452.78 K | $21.29 M | 113.01% | 0.24% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 447.56 K | $21.05 M | -12.54% | 0.24% |
| BEACON FINANCIAL GROUP | 04/30/2026 | 414.43 K | $19.49 M | -0.68% | 0.22% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 398.37 K | $18.46 M | 45.92% | 0.21% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 05/15/2026 | 390.39 K | $18.36 M | 4.22% | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 381.97 K | $17.96 M | -5.91% | 0.20% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 379.92 K | $17.87 M | 174.06% | 0.20% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 365.46 K | $17.19 M | -12.55% | 0.19% |
| HOBART PRIVATE CAPITAL, LLC | 04/07/2026 | 356.14 K | $16.75 M | 5.45% | 0.19% |
| PETIX & BOTTE CO | 04/30/2026 | 324.77 K | $15.27 M | -4.16% | 0.17% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 311.65 K | $14.66 M | -1.36% | 0.16% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 311.05 K | $14.63 M | -13.97% | 0.16% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 308.10 K | $14.49 M | -1.50% | 0.16% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 04/09/2026 | 307.31 K | $14.46 M | 1.36% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 293.38 K | $13.80 M | -0.09% | 0.15% |
| COMMERCE BANK | 05/11/2026 | 285.02 K | $13.40 M | 0.46% | 0.15% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 279.94 K | $13.19 M | 4.80% | 0.15% |
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First Trust Value Line Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 793 institutional investors and hedge funds held shares of First Trust Value Line Dividend Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 18.15 M
LPL Financial LLC: 16.82 M
WELLS FARGO & COMPANY/MN: 5.35 M
BANK OF AMERICA CORP /DE/: 5.29 M
RAYMOND JAMES FINANCIAL INC: 5.16 M
UBS Group AG: 3.38 M
58.31% of First Trust Value Line Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 137.33 M shares in the last 24 months. This purchase volume represents approximately $6.70 B in transactions.