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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,398
shares
|
$421,876
0.11% of portfolio
|
Q4 2024
Reduced 75.89%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,382
shares
|
$421,157
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
9,338
shares
|
$419,182
0.03% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,306
shares
|
$417,746
0.08% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
9,260
shares
|
$415,681
0.04% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
9,232
shares
|
$414,424
0.3% of portfolio
|
Q3 2024
Reduced 7.97%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,179
shares
|
$412,045
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,119
shares
|
$409,351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
9,100
shares
|
$408,499
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
8,986
shares
|
$403,381
0.1% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,970
shares
|
$402,663
0.01% of portfolio
|
Q2 2024
Reduced 37.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
8,953
shares
|
$401,900
0.1% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,934
shares
|
$401,047
0.01% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
8,814
shares
|
$395,660
0.0% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
8,814
shares
|
$395,660
0.04% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,693
shares
|
$390,228
0.01% of portfolio
|
Q1 2025
Added 27.76%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
8,655
shares
|
$388,522
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,539
shares
|
$383,315
0.02% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
8,530
shares
|
$382,911
0.07% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
8,438
shares
|
$378,781
0.09% of portfolio
|
Q1 2025
Reduced 73.94%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
8,328
shares
|
$373,843
0.12% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,269
shares
|
$371,195
0.01% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
8,250
shares
|
$370,342
0.18% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
8,231
shares
|
$369,489
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
8,194
shares
|
$367,828
0.07% of portfolio
|
Q1 2025
Added 0.29%
|