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 | 08/13/2026 | 17.49 M | $842.83 M | -3.61% | 10.91% |
| LPL FINANCIAL LLC | 08/07/2026 | 15.99 M | $770.22 M | -4.94% | 9.97% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.27 M | $254.05 M | -0.37% | 3.29% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.14 M | $247.41 M | -3.94% | 3.20% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 5.07 M | $244.12 M | -1.86% | 3.16% |
| ROYAL BANK OF CANADA | 08/14/2026 | 3.18 M | $153.31 M | -3.22% | 1.99% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 3.18 M | $153.16 M | -2.86% | 1.98% |
| UBS GROUP AG | 08/13/2026 | 3.06 M | $147.56 M | -9.33% | 1.91% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 2.21 M | $106.72 M | 2.07% | 1.38% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 2.01 M | $96.97 M | 8.24% | 1.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 1.89 M | $90.91 M | -4.89% | 1.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 1.88 M | $90.72 M | -7.47% | 1.17% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 1.56 M | $75.30 M | -0.23% | 0.98% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 1.28 M | $61.59 M | -0.27% | 0.80% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 1.16 M | $55.95 M | -3.72% | 0.72% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.04 M | $50.54 M | 28.43% | 0.65% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 1.03 M | $49.46 M | 45.04% | 0.64% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 889.59 K | $42.86 M | 7.12% | 0.55% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 842.92 K | $40.61 M | -2.60% | 0.53% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 08/04/2026 | 761.41 K | $38.00 M | -0.29% | 0.48% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 658.00 K | $31.70 M | 192.97% | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 643.17 K | $31.22 M | 7.90% | 0.40% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 597.55 K | $28.80 M | -3.07% | 0.37% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 584.93 K | $28.18 M | 1.95% | 0.36% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 560.87 K | $27.02 M | 1.43% | 0.35% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 548.95 K | $26.45 M | -0.98% | 0.34% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 527.60 K | $25.42 M | -1.79% | 0.33% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 519.46 K | $25.03 M | -4.98% | 0.32% |
| PARK NATIONAL CORP /OH/ | 07/15/2026 | 507.15 K | $24.43 M | 2.61% | 0.32% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 500.83 K | $24.13 M | -0.15% | 0.31% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 499.07 K | $24.05 M | 11.51% | 0.31% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 460.59 K | $22.19 M | -6.98% | 0.29% |
| CITIGROUP INC | 08/03/2026 | 455.78 K | $21.96 M | 0.48% | 0.28% |
| BEACON FINANCIAL GROUP | 07/16/2026 | 420.70 K | $20.27 M | 1.51% | 0.26% |
| IFG ADVISORY, LLC | 08/14/2026 | 405.75 K | $19.55 M | 405,648.00% | 0.25% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 394.09 K | $18.99 M | -1.08% | 0.25% |
| XCELSIOR ADVISOR PARTNERS LLC | 08/14/2026 | 375.00 K | $18.07 M | 100.00% | 0.23% |
| SOLANO WEALTH INVESTMENT ADVISORS LLC | 07/29/2026 | 372.84 K | $17.96 M | -4.50% | 0.23% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 371.35 K | $17.89 M | -2.78% | 0.23% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 367.22 K | $17.69 M | 0.48% | 0.23% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 07/22/2026 | 361.08 K | $17.40 M | -25.26% | 0.23% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 329.90 K | $15.89 M | 5.86% | 0.21% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 08/10/2026 | 319.92 K | $15.41 M | 4.10% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 309.13 K | $14.89 M | 5.37% | 0.19% |
| PETIX & BOTTE CO | 08/04/2026 | 285.99 K | $13.78 M | -11.94% | 0.18% |
| COMMERCE BANK | 08/12/2026 | 285.02 K | $13.73 M | 0.00% | 0.18% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 283.45 K | $13.66 M | 152.42% | 0.18% |
| MODERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 282.50 K | $13.61 M | 0.91% | 0.18% |
| HOBART PRIVATE CAPITAL, LLC | 07/06/2026 | 278.24 K | $13.41 M | -21.87% | 0.17% |
| US BANCORP \DE\ | 08/12/2026 | 268.51 K | $12.94 M | 5.22% | 0.17% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Value Line Dividend Index Fund institutional Ownership - FAQ's
During the previous two years, 862 institutional investors and hedge funds held shares of First Trust Value Line Dividend Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 17.49 M
LPL Financial LLC: 15.99 M
BANK OF AMERICA CORP /DE/: 5.27 M
WELLS FARGO & COMPANY/MN: 5.14 M
RAYMOND JAMES FINANCIAL INC: 5.07 M
ROYAL BANK OF CANADA: 3.18 M
66.75% of First Trust Value Line Dividend Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 135.32 M shares in the last 24 months. This purchase volume represents approximately $6.60 B in transactions.