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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
27,427
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Added 1729.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
27,061
shares
|
$1.16 Million
0.41% of portfolio
|
Q2 2022
Added 3.59%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
26,927
shares
|
$1.16 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
26,677
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
26,453
shares
|
$1.14 Million
0.38% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
26,309
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
25,605
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
25,601
shares
|
$1.1 Million
0.78% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
25,537
shares
|
$1.1 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
24,959
shares
|
$1.07 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
24,759
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
24,667
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2023
Reduced 12.27%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
24,646
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,547
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
24,520
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2021
Added 18.65%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
24,346
shares
|
$1.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
24,256
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
24,069
shares
|
$1.03 Million
0.63% of portfolio
|
Q4 2024
Added 27.55%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
23,818
shares
|
$1.02 Million
0.31% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
23,759
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
23,313
shares
|
$1 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,113
shares
|
$993,396
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
23,086
shares
|
$992,236
0.07% of portfolio
|
Q1 2025
Added 81.15%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
22,763
shares
|
$978,353
0.78% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
22,685
shares
|
$975,001
0.16% of portfolio
|
Q1 2025
Reduced 25.19%
|