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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
14,858
shares
|
$661,478
0.54% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
14,797
shares
|
$658,762
0.4% of portfolio
|
Q3 2024
Added 29.59%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
14,640
shares
|
$651,772
0.35% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,370
shares
|
$639,752
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
14,123
shares
|
$628,755
0.16% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
14,018
shares
|
$624,081
0.33% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
14,004
shares
|
$623,458
0.12% of portfolio
|
Q2 2024
Added 4.82%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
13,973
shares
|
$622,077
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
13,959
shares
|
$621,454
0.02% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
13,854
shares
|
$616,780
0.1% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
13,831
shares
|
$615,756
0.12% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
13,719
shares
|
$610,769
0.5% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
13,700
shares
|
$609,924
0.26% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,693
shares
|
$609,612
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
13,533
shares
|
$602,489
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
13,397
shares
|
$596,434
0.3% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
13,396
shares
|
$596,389
0.22% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,385
shares
|
$595,900
0.1% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
13,359
shares
|
$594,742
0.11% of portfolio
|
Q1 2023
Reduced 6.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,149
shares
|
$585,393
0.02% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
13,100
shares
|
$583,212
0.14% of portfolio
|
Q2 2024
Added 9.39%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
13,081
shares
|
$582,366
0.16% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
12,969
shares
|
$577,379
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
12,802
shares
|
$569,945
0.09% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
12,670
shares
|
$564,068
0.17% of portfolio
|
Q3 2024
New holding
|