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 631 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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,563
shares
|
$711,695
0.02% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
15,499
shares
|
$708,769
0.57% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
15,340
shares
|
$701,498
0.49% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,318
shares
|
$700,492
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
15,176
shares
|
$693,998
0.24% of portfolio
|
Q4 2022
Reduced 97.49%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
14,982
shares
|
$685,126
0.59% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,932
shares
|
$682,840
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
14,861
shares
|
$679,593
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
14,655
shares
|
$670,173
0.34% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
14,476
shares
|
$661,987
0.24% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
14,466
shares
|
$661,530
0.08% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,350
shares
|
$656,225
0.09% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,190
shares
|
$648,908
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
14,060
shares
|
$642,963
0.22% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
13,798
shares
|
$630,982
0.47% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,723
shares
|
$627,552
0.02% of portfolio
|
Q1 2025
Added 24.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,693
shares
|
$626,180
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
13,686
shares
|
$625,860
0.67% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
13,580
shares
|
$621,013
0.24% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
13,516
shares
|
$618,086
0.25% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
13,494
shares
|
$617,080
0.23% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
13,420
shares
|
$613,696
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
13,362
shares
|
$611,044
0.64% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
13,305
shares
|
$608,437
0.12% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
13,259
shares
|
$606,334
0.43% of portfolio
|
Q4 2024
Reduced 19.64%
|