News + Filings Key Docs Ownership
|
|
FIRST TR VALUE LINE DIVID IN (FVD)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
MORGAN STANLEY
| 31,970,515 | -2,170,331 | 1,281,697,967,000 | 0.13 | |
Hist
| 06/30/2023 |
|
LPL Financial LLC
| 22,800,674 | 601,928 | 915,674,986,000 | 0.71 | |
Hist
| 03/31/2023 |
|
AMERIPRISE FINANCIAL INC
| 9,995,178 | 1,468,559 | 400,725,851,000 | 0.13 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 9,779,972 | 581,211 | 392,079,048,000 | 0.11 | |
Hist
| 06/30/2023 |
|
BANK OF AMERICA CORP /DE/
| 9,445,752 | -882,598 | 378,680,216,000 | 0.04 | |
Hist
| 06/30/2023 |
|
UBS Group AG
| 7,514,073 | -300,685 | 301,239,187,000 | 0.10 | |
Hist
| 06/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 7,049,033 | 201,283 | 281,327,151,000 | 0.57 | |
Hist
| 12/31/2022 |
|
RAYMOND JAMES & ASSOCIATES
| 6,518,796 | 350,006 | 260,165,127,000 | 0.24 | |
Hist
| 12/31/2022 |
|
ROYAL BANK OF CANADA
| 5,583,377 | -15,619 | 223,838,000,000 | 0.06 | |
Hist
| 06/30/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 4,522,497 | 320,779 | 181,306,919,000 | 0.08 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 4,506,593 | 200,789 | 180,332,863,000 | | |
Hist
| 06/30/2023 |
|
STIFEL FINANCIAL CORP
| 3,754,996 | 86,781 | 150,538,121,000 | 0.21 | |
Hist
| 06/30/2023 |
|
Baird Financial Group, Inc.
| 2,121,149 | -325,832 | 85,036,863,000 | 0.22 | |
Hist
| 06/30/2023 |
|
Advance Capital Management, Inc.
| 1,976,631 | -3,126,855 | 79,243,136,000 | 8.99 | |
Hist
| 06/30/2023 |
|
TRUIST FINANCIAL CORP
| 1,908,186 | 86,805 | 76,155,710,000 | 0.13 | |
Hist
| 12/31/2022 |
|
Private Advisor Group, LLC
| 1,620,758 | 2,545 | 65,089,591,000 | 0.62 | |
Hist
| 03/31/2023 |
|
HighTower Advisors, LLC
| 1,462,982 | 410,103 | 58,638,000,000 | 0.12 | |
Hist
| 06/30/2023 |
|
Cetera Investment Advisers
| 1,452,038 | 9,435 | 58,313,880,000 | 0.51 | |
Hist
| 03/31/2023 |
|
Kestra Advisory Services, LLC
| 1,247,132 | -296,800 | 49,997,522,000 | 0.50 | |
Hist
| 06/30/2023 |
|
AVANTAX ADVISORY SERVICES, INC.
| 1,148,848 | 68,208 | 46,057,310,000 | 0.53 | |
Hist
| 06/30/2023 |
|
Atria Wealth Solutions, Inc.
| 1,051,006 | 7,379 | 42,135,485,000 | 0.57 | |
Hist
| 06/30/2023 |
|
HARBOUR INVESTMENTS, INC.
| 1,048,279 | 39,272 | 41,836,805,000 | 2.55 | |
Hist
| 12/31/2022 |
|
Cetera Advisors LLC
| 994,828 | -37,289 | 39,952,275,000 | 0.67 | |
Hist
| 03/31/2023 |
|
New England Private Wealth Advisors LLC
| 885,077 | -17,987 | 35,487,374,000 | 7.17 | |
Hist
| 06/30/2023 |
|
Prospera Financial Services Inc
| 849,073 | -52,926 | 34,056,769,000 | 1.30 | |
Hist
| 06/30/2023 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 830,783 | -14,891 | 33,306,063,000 | 0.04 | |
Hist
| 06/30/2023 |
|
Mariner, LLC
| 678,383 | -142,620 | 27,196,735,000 | 0.07 | |
Hist
| 06/30/2023 |
|
CITIGROUP INC
| 649,848 | -13,560 | 26,052,387,000 | 0.02 | |
Hist
| 06/30/2023 |
|
Equitable Holdings, Inc.
| 608,885 | 114,405 | 24,410,200,000 | 0.35 | |
Hist
| 06/30/2023 |
|
Financial Advocates Investment Management
| 595,574 | 3,907 | 23,876,491,000 | 1.70 | |
Hist
| 06/30/2023 |
|
ICA Group Wealth Management, LLC
| 567,357 | 8,313 | 22,745,374,000 | 5.70 | |
Hist
| 06/30/2023 |
|
Petix & Botte Co
| 544,558 | 294,873 | 21,831,370,000 | 6.78 | |
Hist
| 06/30/2023 |
|
Prism Advisors, Inc.
| 536,991 | 11,502 | 21,527,969,000 | 7.24 | |
Hist
| 06/30/2023 |
|
Cetera Advisor Networks LLC
| 533,983 | -58,973 | 21,444,154,000 | 0.16 | |
Hist
| 03/31/2023 |
|
Octavia Wealth Advisors, LLC
| 534,077 | -38,097 | 21,411,151,000 | 4.35 | |
Hist
| 06/30/2023 |
| << Prev Next >> |
|
|
|
|