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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 243 M +USD 34.5 M +1,268,636 +16%
Bank of America
2
Bank of America
North Carolina
USD 110 M +USD 13.7 M +505,033 +14%
Wells Fargo
3
Wells Fargo
California
USD 108 M +USD 17 M +623,777 +19%
UBS Group
4
UBS Group
Switzerland
USD 94.6 M +USD 13.7 M +501,827 +17%
LPL Financial
5
LPL Financial
California
USD 77 M +USD 14.3 M +524,755 +22%
New England Private Wealth Advisors
6
New England Private Wealth Advisors
Massachusetts
USD 46.3 M +USD 2.74 M +100,640 +6%
Raymond James & Associates
7
Raymond James & Associates
Florida
USD 44.1 M +USD 9.38 M +344,514 +27%
Ameriprise
8
Ameriprise
Minnesota
USD 34 M +USD 9.7 M +355,387 +39%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 22.4 M +USD 2.34 M +85,900 +12%
Citigroup
10
Citigroup
New York
USD 20.3 M +USD 17.6 M +647,186 +609%
Raymond James Financial Services Advisors
11
Raymond James Financial Services Advisors
Florida
USD 20.3 M +USD 5.76 M +211,749 +39%
SAM
12
Shamrock Asset Management
Texas
USD 19.7 M -USD 483 k -17,731 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 17.6 M +USD 5.61 M +206,229 +46%
Rehmann Capital Advisory Group
14
Rehmann Capital Advisory Group
Michigan
USD 16.8 M -USD 7.4 M -271,862 -30%
MSI Financial Services
15
MSI Financial Services
Massachusetts
USD 13.9 M +USD 4.86 M +178,528 +53%
Advisor Group
16
Advisor Group
Arizona
USD 12.1 M +USD 1.82 M +66,727 +17%
Jane Street
17
Jane Street
New York
USD 9.9 M +USD 3.86 M +141,905 +63%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
USD 9.6 M +USD 17.5 k +644 +0.2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 9.03 M +USD 1.22 M +44,826 +15%
Cetera Advisor Networks
20
Cetera Advisor Networks
California
USD 8.69 M +USD 2.79 M +102,378 +47%
Baird Financial Group
21
Baird Financial Group
Wisconsin
USD 8.42 M +USD 2.31 M +84,801 +37%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 7.78 M -USD 1.65 M -60,605 -17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
USD 7.11 M +USD 7.16 M +263,199 Nuevas
Investment Centers of America
24
Investment Centers of America
North Dakota
USD 6.67 M +USD 1.18 M +43,476 +21%
Brookstone Capital Management
25
Brookstone Capital Management
Illinois
USD 6.51 M +USD 1 M +36,911 +18%
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