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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
679,536
shares
|
$30.5 Million
0.94% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
647,659
shares
|
$29.1 Million
5.05% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
632,460
shares
|
$28.4 Million
0.07% of portfolio
|
Q3 2023
Reduced 13.56%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
604,896
shares
|
$27.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
597,913
shares
|
$26.8 Million
1.26% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
547,013
shares
|
$24.6 Million
4.66% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
512,718
shares
|
$23 Million
0.08% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
507,807
shares
|
$22.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
498,565
shares
|
$22.4 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
484,690
shares
|
$21.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
480,908
shares
|
$21.6 Million
5.65% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
478,177
shares
|
$21.5 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
466,991
shares
|
$21 Million
0.06% of portfolio
|
Q1 2025
Reduced 97.76%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
463,249
shares
|
$20.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
460,220
shares
|
$20.7 Million
3.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
458,595
shares
|
$20.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
450,122
shares
|
$20.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
437,262
shares
|
$19.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
425,908
shares
|
$19.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
421,511
shares
|
$18.9 Million
2.14% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
415,558
shares
|
$18.7 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
409,745
shares
|
$18.4 Million
4.96% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
358,362
shares
|
$16.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
344,757
shares
|
$15.5 Million
0.27% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
343,769
shares
|
$15.4 Million
9.52% of portfolio
|
Q1 2025
Added 10.96%
|