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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
770,022
shares
|
$34.5 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
763,935
shares
|
$34.3 Million
5.41% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
755,369
shares
|
$33.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
643,714
shares
|
$28.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
633,407
shares
|
$28.4 Million
4.78% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
584,711
shares
|
$26.2 Million
1.33% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
543,545
shares
|
$24.4 Million
0.15% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
510,085
shares
|
$22.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
508,280
shares
|
$22.8 Million
5.83% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
502,811
shares
|
$22.5 Million
0.32% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
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
|
Jan 08, 2025 Q4 2024 |
491,225
shares
|
$22 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
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%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
477,907
shares
|
$21.4 Million
0.17% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
468,124
shares
|
$21 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
464,135
shares
|
$20.8 Million
3.03% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
455,697
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
450,777
shares
|
$20.2 Million
5.29% of portfolio
|
Q4 2024
Reduced 23.75%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
450,497
shares
|
$20.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
447,755
shares
|
$20.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
444,065
shares
|
$19.9 Million
0.03% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
438,779
shares
|
$19.7 Million
2.16% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
430,807
shares
|
$19.3 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
364,102
shares
|
$16.3 Million
0.1% of portfolio
|
Q4 2024
Added 4.41%
|