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 638 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
34,667
shares
|
$1.56 Million
1.39% of portfolio
|
Q4 2024
Added 19.62%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
34,363
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
34,347
shares
|
$1.54 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
34,217
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
33,775
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 52.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
33,521
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 29.39%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
33,345
shares
|
$1.5 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
33,279
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
33,024
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
32,721
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
32,601
shares
|
$1.46 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
32,591
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
32,418
shares
|
$1.46 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
32,139
shares
|
$1.44 Million
0.76% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
31,942
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
31,680
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
31,569
shares
|
$1.42 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
31,180
shares
|
$1.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.07%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
31,122
shares
|
$1.4 Million
0.26% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
30,947
shares
|
$1.39 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
30,590
shares
|
$1.37 Million
0.49% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
30,141
shares
|
$1.35 Million
0.83% of portfolio
|
Q1 2023
Reduced 1.43%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
29,961
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
29,784
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,409
shares
|
$1.32 Million
0.06% of portfolio
|
Q1 2025
Added 7.23%
|