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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
28,846
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
28,806
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.55%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
28,798
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.11%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
28,757
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
28,630
shares
|
$1.29 Million
0.93% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
28,086
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
27,980
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
27,851
shares
|
$1.25 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
27,848
shares
|
$1.25 Million
0.37% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
27,760
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
27,638
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
27,445
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2023
Reduced 5.34%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
27,340
shares
|
$1.23 Million
0.75% of portfolio
|
Q1 2025
Added 24.28%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.21 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
25,601
shares
|
$1.15 Million
0.78% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
25,206
shares
|
$1.13 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
24,965
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
24,791
shares
|
$1.11 Million
0.67% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
24,646
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,635
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
24,517
shares
|
$1.1 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
24,345
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 84.38%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
24,265
shares
|
$1.09 Million
0.11% of portfolio
|
Q1 2025
Reduced 67.42%
|