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 636 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$324,996
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
7,254
shares
|
$324,906
0.07% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
7,253
shares
|
$324,861
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
7,201
shares
|
$322,532
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,143
shares
|
$319,934
0.04% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$318,143
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,039
shares
|
$315,276
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
7,009
shares
|
$313,933
0.26% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,981
shares
|
$312,678
0.01% of portfolio
|
Q4 2024
Reduced 76.73%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
6,864
shares
|
$307,438
0.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
6,846
shares
|
$306,632
0.09% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
6,834
shares
|
$306,094
0.1% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,804
shares
|
$304,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
6,742
shares
|
$301,974
0.14% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
6,731
shares
|
$301,481
0.0% of portfolio
|
Q4 2024
Added 10.85%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
6,667
shares
|
$298,614
0.22% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,651
shares
|
$297,898
0.0% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
6,611
shares
|
$296,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,525
shares
|
$292,254
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
6,479
shares
|
$290,194
0.11% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
6,336
shares
|
$283,789
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,304
shares
|
$282,356
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$279,489
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,190
shares
|
$277,250
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
6,190
shares
|
$277,250
0.24% of portfolio
|
Q4 2024
New holding
|