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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
17,999
shares
|
$801,315
0.15% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
17,817
shares
|
$793,212
0.42% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,800
shares
|
$792,456
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
17,775
shares
|
$791,343
0.5% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
17,500
shares
|
$779,100
0.29% of portfolio
|
Q1 2021
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$774,469
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,342
shares
|
$772,065
0.11% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
17,226
shares
|
$766,901
0.33% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
17,222
shares
|
$766,723
0.42% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
17,218
shares
|
$766,545
0.2% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,915
shares
|
$753,055
0.56% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
16,546
shares
|
$736,627
0.59% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
16,500
shares
|
$734,580
0.57% of portfolio
|
Q3 2024
Reduced 7.88%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$729,059
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$721,580
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
16,183
shares
|
$720,467
0.37% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
16,008
shares
|
$712,676
0.06% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,844
shares
|
$705,374
0.17% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
15,583
shares
|
$693,755
0.36% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
15,482
shares
|
$689,258
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
15,449
shares
|
$687,789
0.5% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
15,354
shares
|
$683,560
0.1% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$675,635
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
15,153
shares
|
$674,611
0.02% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
15,018
shares
|
$668,601
0.0% of portfolio
|
Q3 2024
Added 1.11%
|