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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
10,590
shares
|
$471,466
0.02% of portfolio
|
Q2 2024
Added 1.86%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
10,187
shares
|
$453,525
0.09% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
10,040
shares
|
$446,980
0.27% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
9,976
shares
|
$444,131
0.04% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
9,900
shares
|
$440,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
9,752
shares
|
$434,159
0.23% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,646
shares
|
$429,439
0.04% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
9,636
shares
|
$428,994
0.24% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,569
shares
|
$426,011
0.31% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
9,524
shares
|
$424,008
0.43% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,413
shares
|
$419,066
0.1% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,382
shares
|
$417,686
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
9,347
shares
|
$416,128
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
9,232
shares
|
$411,008
0.3% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
9,232
shares
|
$411,008
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
9,221
shares
|
$410,518
0.11% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,179
shares
|
$408,649
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
9,147
shares
|
$407,224
0.02% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
8,986
shares
|
$400,056
0.1% of portfolio
|
Q1 2024
Reduced 7.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$399,344
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
8,931
shares
|
$397,608
0.02% of portfolio
|
Q3 2024
Reduced 88.14%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
8,895
shares
|
$396,005
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,834
shares
|
$393,289
0.04% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,750
shares
|
$389,550
0.2% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,718
shares
|
$388,125
0.09% of portfolio
|
Q3 2024
Added 0.17%
|