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 | 02/13/2026 | 19.11 M | $880.45 M | -1.69% | 10.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 17.21 M | $792.91 M | -2.77% | 9.07% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 5.92 M | $272.73 M | 0.19% | 3.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.58 M | $257.17 M | -0.76% | 2.94% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 5.47 M | $251.99 M | -5.23% | 2.88% |
| UBS GROUP AG | 01/29/2026 | 3.82 M | $175.96 M | -2.25% | 2.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 3.74 M | $172.14 M | -1.53% | 1.97% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 2.83 M | $130.42 M | -5.53% | 1.49% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 2.62 M | $120.63 M | -0.42% | 1.38% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 2.32 M | $106.92 M | 0.73% | 1.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 2.28 M | $105.02 M | -5.91% | 1.20% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.02 M | $93.11 M | -3.63% | 1.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.60 M | $73.62 M | -15.02% | 0.84% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.54 M | $71.04 M | -69.30% | 0.81% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 1.39 M | $64.04 M | -9.36% | 0.73% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 1.30 M | $59.70 M | -1.77% | 0.68% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 880.63 K | $40.58 M | -2.64% | 0.46% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 871.07 K | $40.14 M | -2.14% | 0.46% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 02/13/2026 | 762.79 K | $35.15 M | -0.15% | 0.40% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 717.06 K | $33.04 M | -4.15% | 0.38% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 628.66 K | $28.98 M | -18.97% | 0.33% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 627.17 K | $28.90 M | 3.62% | 0.33% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 571.18 K | $26.32 M | 93.73% | 0.30% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 556.24 K | $25.64 M | 1.96% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 543.53 K | $25.05 M | -0.19% | 0.29% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 541.52 K | $24.95 M | 7.82% | 0.29% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 511.73 K | $23.58 M | 1.60% | 0.27% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 500.78 K | $23.08 M | 1.09% | 0.26% |
| PARK NATIONAL CORP /OH/ | 01/05/2026 | 483.04 K | $22.26 M | -0.57% | 0.25% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 474.48 K | $21.86 M | 15.55% | 0.25% |
| JPMORGAN CHASE & CO | 02/11/2026 | 473.34 K | $21.81 M | -82.93% | 0.25% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 02/13/2026 | 469.03 K | $21.61 M | 5.07% | 0.25% |
| MARINER, LLC | 02/13/2026 | 462.36 K | $21.31 M | 1.00% | 0.24% |
| CITIGROUP INC | 02/13/2026 | 460.97 K | $21.24 M | -0.56% | 0.24% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 443.86 K | $20.45 M | -32.01% | 0.23% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 417.92 K | $19.26 M | 2.25% | 0.22% |
| BEACON FINANCIAL GROUP | 04/01/2026 | 417.26 K | $19.23 M | 0.31% | 0.22% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 405.96 K | $18.71 M | 0.59% | 0.21% |
| IFG ADVISORY, LLC | 02/10/2026 | 395.40 K | $18.22 M | -1.87% | 0.21% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 389.51 K | $17.95 M | 63.28% | 0.21% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 02/12/2026 | 374.58 K | $17.26 M | 1.50% | 0.20% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 361.54 K | $16.66 M | -4.64% | 0.19% |
| PETIX & BOTTE CO | 02/05/2026 | 338.87 K | $15.62 M | -10.06% | 0.18% |
| HOBART PRIVATE CAPITAL, LLC | 01/27/2026 | 337.72 K | $15.56 M | 7.13% | 0.18% |
| VICTORY FINANCIAL GROUP, LLC | 01/15/2026 | 330.98 K | $15.25 M | -40.80% | 0.17% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 315.93 K | $14.56 M | -1.63% | 0.17% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 312.78 K | $14.41 M | -2.55% | 0.16% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 01/06/2026 | 303.20 K | $14.00 M | 4.07% | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 296.30 K | $13.78 M | 0.26% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 293.64 K | $13.53 M | -5.42% | 0.15% |
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First Trust Value Line Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 818 institutional investors and hedge funds held shares of First Trust Value Line Dividend Index Fund. The most heavily invested institutionals were:
UBS Group AG: 3.38 M
ENVESTNET ASSET MANAGEMENT INC: 3.27 M
COMMONWEALTH EQUITY SERVICES, LLC: 2.03 M
HighTower Advisors, LLC: 1.57 M
TRUIST FINANCIAL CORP: 1.28 M
Cambridge Investment Research Advisors, Inc.: 1.21 M
61.54% of First Trust Value Line Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 146.40 M shares in the last 24 months. This purchase volume represents approximately $7.14 B in transactions.