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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.34 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
30,128
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
30,111
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,996
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Added 66.27%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
29,324
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
29,150
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,981
shares
|
$1.29 Million
1.08% of portfolio
|
Q3 2024
Reduced 90.25%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
27,579
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
27,188
shares
|
$1.21 Million
0.81% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.2 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
26,803
shares
|
$1.19 Million
1.36% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
26,779
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
26,679
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
26,065
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
25,963
shares
|
$1.16 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
25,720
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
25,251
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
24,903
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
24,771
shares
|
$1.1 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
24,646
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
24,588
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
24,260
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2024
Reduced 97.66%
|