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 555 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 $6.35 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
|
$34.6 Million
1.18% of portfolio
|
Q3 2022
Added 23.35%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
724,833
shares
|
$32.6 Million
0.21% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
646,290
shares
|
$29.1 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
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%
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
564,212
shares
|
$25.4 Million
6.53% of portfolio
|
Q2 2024
Added 98.31%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
527,624
shares
|
$23.7 Million
0.24% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
508,254
shares
|
$22.8 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.58%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
503,954
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 33.52%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
500,404
shares
|
$22.5 Million
2.35% of portfolio
|
Q2 2024
Added 2.06%
|
|
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
|
Jul 15, 2024 Q2 2024 |
495,722
shares
|
$22.3 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
488,746
shares
|
$22 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.66%
|
|
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%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
479,694
shares
|
$21.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
468,130
shares
|
$21 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.27%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
464,249
shares
|
$20.9 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
454,218
shares
|
$20.4 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
450,311
shares
|
$20.2 Million
1.2% of portfolio
|
Q2 2024
Reduced 24.8%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
438,775
shares
|
$19.7 Million
0.29% of portfolio
|
Q2 2024
Reduced 9.04%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
432,799
shares
|
$19.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
393,828
shares
|
$17.7 Million
7.51% of portfolio
|
Q2 2024
Added 10.86%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
385,283
shares
|
$17.3 Million
0.17% of portfolio
|
Q2 2024
Added 5.06%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
368,136
shares
|
$16.5 Million
1.03% of portfolio
|
Q2 2024
Added 93.28%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
364,881
shares
|
$16.4 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
312,896
shares
|
$14.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.17%
|