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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
13,516
shares
|
$606,733
0.25% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
13,494
shares
|
$605,745
0.23% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
13,420
shares
|
$602,423
0.02% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
13,305
shares
|
$597,261
0.12% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
13,259
shares
|
$595,196
0.43% of portfolio
|
Q4 2024
Reduced 19.64%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,200
shares
|
$592,548
0.04% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
13,190
shares
|
$592,099
0.24% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
13,149
shares
|
$590,258
0.02% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
12,967
shares
|
$582,088
0.04% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
12,929
shares
|
$580,382
0.16% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
12,703
shares
|
$570,237
0.44% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
12,538
shares
|
$562,830
0.01% of portfolio
|
Q1 2025
Added 59.96%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
12,522
shares
|
$562,112
0.51% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
12,507
shares
|
$561,439
0.21% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
12,457
shares
|
$559,194
0.02% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
12,218
shares
|
$548,466
0.03% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
12,157
shares
|
$545,727
0.21% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,135
shares
|
$544,740
0.0% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
12,054
shares
|
$541,104
0.27% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
12,029
shares
|
$539,981
0.04% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,894
shares
|
$533,921
0.01% of portfolio
|
Q1 2025
Reduced 83.61%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
11,808
shares
|
$530,061
0.31% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
11,721
shares
|
$526,155
0.06% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
11,716
shares
|
$525,931
0.15% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
11,593
shares
|
$520,409
0.26% of portfolio
|
Q1 2025
Reduced 14.96%
|