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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,179
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
23,829
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
23,651
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 262.47%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
23,086
shares
|
$1.04 Million
0.07% of portfolio
|
Q1 2025
Added 81.15%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
23,000
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
22,953
shares
|
$1.03 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
22,847
shares
|
$1.03 Million
0.79% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
22,685
shares
|
$1.02 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.19%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
22,214
shares
|
$997,186
0.54% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
21,872
shares
|
$981,834
0.19% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
21,397
shares
|
$960,511
0.04% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,306
shares
|
$956,426
0.11% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
20,900
shares
|
$938,201
0.04% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,782
shares
|
$932,903
0.05% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
20,529
shares
|
$921,546
0.26% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
20,436
shares
|
$917,372
0.02% of portfolio
|
Q1 2025
Added 1991.71%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
20,143
shares
|
$904,219
0.03% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
20,113
shares
|
$902,872
0.37% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
19,705
shares
|
$884,557
0.24% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
19,045
shares
|
$854,930
0.19% of portfolio
|
Q1 2024
Reduced 60.64%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
19,022
shares
|
$853,897
0.15% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,962
shares
|
$851,204
0.13% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
18,904
shares
|
$848,600
0.76% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
18,881
shares
|
$847,568
0.79% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
18,745
shares
|
$841,463
0.04% of portfolio
|
Q1 2025
Reduced 10.07%
|