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 630 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $6.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
7,829
shares
|
$358,020
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
|
$350,337
0.08% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,608
shares
|
$347,913
0.0% of portfolio
|
Q2 2025
Reduced 67.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,584
shares
|
$346,816
0.12% of portfolio
|
Q3 2023
Added 22.22%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
7,549
shares
|
$345,215
0.16% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
7,512
shares
|
$343,523
0.01% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,477
shares
|
$341,923
0.0% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
7,380
shares
|
$337,487
0.09% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
7,363
shares
|
$336,709
0.16% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
7,319
shares
|
$334,697
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
7,256
shares
|
$331,816
0.0% of portfolio
|
Q2 2023
Reduced 7.98%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,172
shares
|
$327,975
0.09% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,151
shares
|
$327,015
0.04% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,103
shares
|
$324,820
0.07% of portfolio
|
Q3 2024
Added 44.52%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,078
shares
|
$323,676
0.09% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
7,071
shares
|
$323,356
0.01% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
7,039
shares
|
$321,893
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,009
shares
|
$320,521
0.25% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,809
shares
|
$311,375
0.05% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
6,807
shares
|
$311,284
0.23% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
6,678
shares
|
$305,384
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
6,626
shares
|
$303,006
0.01% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,599
shares
|
$301,772
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
6,477
shares
|
$296,193
0.28% of portfolio
|
Q1 2025
Reduced 52.76%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
6,400
shares
|
$292,672
0.02% of portfolio
|
Q1 2025
New holding
|