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 |
|---|---|---|---|---|---|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
8,148
shares
|
$365,763
0.29% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
8,109
shares
|
$364,013
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,015
shares
|
$359,793
0.0% of portfolio
|
Q1 2025
Added 64.14%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
7,956
shares
|
$357,144
0.09% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
7,925
shares
|
$355,753
0.0% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
7,829
shares
|
$351,443
0.0% of portfolio
|
Q1 2025
Reduced 32.47%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
7,661
shares
|
$343,902
0.08% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
7,637
shares
|
$342,824
0.07% of portfolio
|
Q1 2025
Reduced 69.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$340,445
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
7,549
shares
|
$338,874
0.16% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
7,521
shares
|
$337,617
0.05% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,512
shares
|
$337,213
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
7,508
shares
|
$337,034
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,477
shares
|
$335,642
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
7,363
shares
|
$330,525
0.16% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
7,319
shares
|
$328,549
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$325,721
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,172
shares
|
$321,951
0.09% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$318,853
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
7,071
shares
|
$317,417
0.01% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,039
shares
|
$315,980
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
7,009
shares
|
$314,634
0.28% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
6,756
shares
|
$303,276
0.12% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
6,678
shares
|
$299,775
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,626
shares
|
$297,441
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|