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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
11,508
shares
|
$516,594
0.01% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
11,318
shares
|
$508,065
0.11% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
11,192
shares
|
$502,408
0.28% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
11,182
shares
|
$501,959
0.21% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
11,129
shares
|
$499,580
0.12% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
11,013
shares
|
$494,373
0.01% of portfolio
|
Q1 2025
Added 45.73%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
10,929
shares
|
$490,602
0.4% of portfolio
|
Q1 2025
Added 16.38%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
10,923
shares
|
$490,333
0.16% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
10,903
shares
|
$489,435
0.13% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
10,691
shares
|
$479,918
0.24% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
10,688
shares
|
$479,784
0.25% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,570
shares
|
$474,487
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,409
shares
|
$467,260
0.15% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
10,391
shares
|
$466,451
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
10,305
shares
|
$462,591
0.28% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
10,299
shares
|
$462,322
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
10,280
shares
|
$461,469
0.24% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,216
shares
|
$458,596
0.0% of portfolio
|
Q1 2025
Added 53.6%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
10,050
shares
|
$451,144
0.13% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
9,974
shares
|
$447,732
0.25% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,815
shares
|
$440,595
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
9,775
shares
|
$438,799
0.11% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,569
shares
|
$429,552
0.31% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
9,505
shares
|
$426,679
0.03% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
9,412
shares
|
$422,504
0.08% of portfolio
|
Q4 2024
Added 30.52%
|