Institutional Ownership First Tr Value Line Divid Inde (FVD)
This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD). We have compiled data on the 634 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,688
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.35%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
42,686
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2024
Added 33.0%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
42,674
shares
|
$1.83 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
42,241
shares
|
$1.82 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
41,960
shares
|
$1.8 Million
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
41,723
shares
|
$1.79 Million
0.14% of portfolio
|
Q4 2024
Added 76.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
41,031
shares
|
$1.76 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
40,487
shares
|
$1.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
39,886
shares
|
$1.71 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
39,818
shares
|
$1.71 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
39,492
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
39,200
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2023
Added 2.41%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
38,859
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
38,477
shares
|
$1.65 Million
0.35% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
37,933
shares
|
$1.63 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
36,794
shares
|
$1.58 Million
0.76% of portfolio
|
Q4 2024
Reduced 27.67%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
36,446
shares
|
$1.57 Million
0.82% of portfolio
|
Q1 2025
Added 14.22%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
36,383
shares
|
$1.56 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
36,285
shares
|
$1.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
36,148
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 34.99%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
35,739
shares
|
$1.54 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,473
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.19%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
35,235
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
34,984
shares
|
$1.5 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
34,907
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
New holding
|