¡Ya estamos en ! Descubre más
icono de FVD

First Trust Value Line Dividend Fund
FVD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 843 M -USD 31.2 M -654,401 -4%
LPL Financial
2
LPL Financial
California
USD 770 M -USD 39.6 M -830,766 -5%
Bank of America
3
Bank of America
North Carolina
USD 254 M -USD 932 k -19,569 -0.4%
Wells Fargo
4
Wells Fargo
California
USD 247 M -USD 10 M -210,713 -4%
Raymond James Financial
5
Raymond James Financial
Florida
USD 244 M -USD 4.58 M -96,193 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
USD 153 M -USD 5.05 M -105,938 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 153 M -USD 4.46 M -93,604 -3%
UBS Group
8
UBS Group
Switzerland
USD 148 M -USD 15 M -314,997 -9%
Stifel Financial
9
Stifel Financial
Missouri
USD 107 M +USD 2.14 M +44,991 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
USD 97 M +USD 7.3 M +153,266 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
USD 90.9 M -USD 4.63 M -97,100 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 90.7 M -USD 7.24 M -151,915 -7%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 75.3 M -USD 170 k -3,564 -0.2%
Truist Financial
14
Truist Financial
North Carolina
USD 61.6 M -USD 167 k -3,502 -0.3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 55.9 M -USD 2.14 M -44,912 -4%
JP Morgan Chase
16
JP Morgan Chase
New York
USD 50.5 M +USD 11 M +230,994 +28%
Private Advisor Group
17
Private Advisor Group
New Jersey
USD 49.5 M +USD 15.2 M +318,762 +45%
Baird Financial Group
18
Baird Financial Group
Wisconsin
USD 42.9 M +USD 2.82 M +59,092 +7%
Kestra Advisory Services
19
Kestra Advisory Services
Texas
USD 40.6 M -USD 1.07 M -22,538 -3%
New England Private Wealth Advisors
20
New England Private Wealth Advisors
Massachusetts
USD 38 M -USD 106 k -2,218 -0.3%
Two Sigma Investments
21
Two Sigma Investments
New York
USD 31.7 M +USD 20.6 M +433,400 +193%
Jones Financial Companies
22
Jones Financial Companies
Missouri
USD 31.2 M +USD 2.24 M +47,106 +8%
Prospera Financial Services
23
Prospera Financial Services
Texas
USD 28.8 M -USD 903 k -18,956 -3%
NewEdge Advisors
24
NewEdge Advisors
Louisiana
USD 28.2 M +USD 532 k +11,166 +2%
Intellus Advisors
25
Intellus Advisors
Florida
USD 27 M +USD 376 k +7,885 +1%
1
2 3 4 5