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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
18,681
shares
|
$838,590
0.17% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
18,660
shares
|
$837,647
0.34% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
18,602
shares
|
$835,043
0.42% of portfolio
|
Q2 2023
Reduced 8.87%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
18,338
shares
|
$823,192
0.03% of portfolio
|
Q3 2024
Added 37.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
18,276
shares
|
$820,409
0.36% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
18,143
shares
|
$814,439
0.47% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
17,993
shares
|
$807,705
0.36% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
17,992
shares
|
$807,660
0.24% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,500
shares
|
$785,575
0.32% of portfolio
|
Q1 2021
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$780,906
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
17,269
shares
|
$775,205
0.36% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
17,022
shares
|
$764,117
0.46% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
16,996
shares
|
$762,950
0.06% of portfolio
|
Q1 2025
Added 89.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
16,925
shares
|
$759,763
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
16,893
shares
|
$758,326
0.42% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
16,813
shares
|
$754,735
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
16,772
shares
|
$752,895
0.72% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
16,676
shares
|
$748,585
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
16,653
shares
|
$747,553
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
16,519
shares
|
$741,537
0.12% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,430
shares
|
$737,542
0.49% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
16,426
shares
|
$737,363
0.06% of portfolio
|
Q3 2024
Added 4144.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$735,118
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,319
shares
|
$732,559
0.02% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
16,218
shares
|
$728,026
0.21% of portfolio
|
Q4 2024
Reduced 5.81%
|