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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
34,828
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.49 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
33,806
shares
|
$1.45 Million
0.61% of portfolio
|
Q4 2024
Added 41.52%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
33,593
shares
|
$1.44 Million
0.28% of portfolio
|
Q4 2024
Added 196.39%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
33,543
shares
|
$1.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
33,289
shares
|
$1.43 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
32,766
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
32,339
shares
|
$1.39 Million
0.68% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
31,942
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
31,680
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
31,465
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
30,733
shares
|
$1.32 Million
0.79% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
30,315
shares
|
$1.3 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.3 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
29,961
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
29,800
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
29,784
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
29,655
shares
|
$1.27 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
29,559
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,806
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,787
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.23 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
27,598
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|