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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
16,208
shares
|
$727,577
0.27% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
16,114
shares
|
$723,357
0.07% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
15,967
shares
|
$716,758
0.24% of portfolio
|
Q1 2025
Added 232.02%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
15,804
shares
|
$709,441
0.7% of portfolio
|
Q1 2025
Added 76.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,563
shares
|
$698,623
0.02% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
15,542
shares
|
$697,680
0.36% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
15,493
shares
|
$695,480
0.06% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
15,360
shares
|
$689,510
0.28% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
15,340
shares
|
$688,612
0.49% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,318
shares
|
$687,625
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
15,316
shares
|
$687,535
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$681,250
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
15,120
shares
|
$678,736
0.09% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,932
shares
|
$670,297
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
14,861
shares
|
$667,110
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
14,476
shares
|
$649,827
0.24% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
14,466
shares
|
$649,378
0.08% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,190
shares
|
$636,989
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
14,060
shares
|
$631,153
0.22% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
13,798
shares
|
$619,392
0.47% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,723
shares
|
$616,025
0.02% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,693
shares
|
$614,678
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
13,686
shares
|
$614,364
0.67% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
13,564
shares
|
$608,887
0.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
13,556
shares
|
$608,528
0.71% of portfolio
|
Q1 2025
Reduced 5.07%
|