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 630 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
17,993
shares
|
$822,819
0.36% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
17,992
shares
|
$822,774
0.24% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
17,582
shares
|
$804,024
0.09% of portfolio
|
Q2 2025
Reduced 17.48%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
17,500
shares
|
$800,275
0.29% of portfolio
|
Q1 2021
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,475
shares
|
$799,131
0.53% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,396
shares
|
$795,519
0.08% of portfolio
|
Q4 2023
Reduced 0.57%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
17,340
shares
|
$792,958
0.32% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
17,022
shares
|
$778,416
0.46% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
16,996
shares
|
$777,227
0.06% of portfolio
|
Q1 2025
Added 89.24%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
16,925
shares
|
$773,980
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
16,893
shares
|
$772,516
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
16,813
shares
|
$768,858
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
16,653
shares
|
$761,541
0.0% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
16,542
shares
|
$756,465
0.49% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
16,526
shares
|
$755,733
0.18% of portfolio
|
Q2 2025
Reduced 19.5%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
16,519
shares
|
$755,413
0.12% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
16,430
shares
|
$751,343
0.49% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
16,426
shares
|
$751,160
0.06% of portfolio
|
Q3 2024
Added 4144.44%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
16,376
shares
|
$748,874
0.35% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,319
shares
|
$746,267
0.02% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$741,191
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
16,114
shares
|
$736,893
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
15,967
shares
|
$730,170
0.24% of portfolio
|
Q1 2025
Added 232.02%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
15,804
shares
|
$722,716
0.63% of portfolio
|
Q1 2025
Added 76.11%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
15,718
shares
|
$718,784
0.18% of portfolio
|
Q2 2025
Reduced 3.08%
|