¡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 208 M +USD 32.5 M +1,247,628 +19%
Bank of America
2
Bank of America
North Carolina
USD 95.9 M +USD 8.5 M +326,321 +10%
Wells Fargo
3
Wells Fargo
California
USD 90.6 M +USD 31.1 M +1,194,561 +55%
UBS Group
4
UBS Group
Switzerland
USD 80.9 M +USD 38.5 M +1,476,532 +97%
LPL Financial
5
LPL Financial
California
USD 63.8 M -USD 21.1 M -810,824 -26%
New England Private Wealth Advisors
6
New England Private Wealth Advisors
Massachusetts
USD 43.6 M +USD 13.2 M +506,994 +46%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 34.8 M +USD 4.18 M +160,340 +14%
Ameriprise
8
Ameriprise
Minnesota
USD 24.3 M +USD 7.07 M +271,458 +43%
Rehmann Capital Advisory Group
9
Rehmann Capital Advisory Group
Michigan
USD 24.1 M +USD 264 k +10,139 +1%
SAM
10
Shamrock Asset Management
Texas
USD 20.1 M +USD 19.4 M +745,691 Nuevas
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 20.1 M +USD 4.15 M +159,423 +27%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 14.6 M +USD 5.31 M +203,619 +60%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 12 M +USD 3.04 M +116,669 +36%
Advisor Group
14
Advisor Group
Arizona
USD 10.3 M +USD 10 M +383,232 Nuevas
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
USD 9.7 M -USD 180 k -6,897 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 9.4 M -USD 2.8 M -107,581 -24%
MSI Financial Services
17
MSI Financial Services
Massachusetts
USD 9.1 M +USD 3.04 M +116,836 +53%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
USD 7.81 M +USD 1.4 M +53,885 +23%
Baird Financial Group
19
Baird Financial Group
Wisconsin
USD 6.18 M +USD 2.9 M +111,337 +96%
Jane Street
20
Jane Street
New York
USD 6.09 M +USD 5.55 M +213,004 +1,644%
Cetera Advisor Networks
21
Cetera Advisor Networks
California
USD 5.91 M +USD 3.4 M +130,470 +147%
Brookstone Capital Management
22
Brookstone Capital Management
Illinois
USD 5.5 M +USD 3.48 M +133,466 +189%
Investment Centers of America
23
Investment Centers of America
North Dakota
USD 5.48 M +USD 1.51 M +58,070 +40%
Stifel Financial
24
Stifel Financial
Missouri
USD 5.15 M +USD 2.91 M +111,624 +140%
Geneos Wealth Management
25
Geneos Wealth Management
Colorado
USD 5.14 M -USD 638 k -24,472 -11%
1
2 3 4 5