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 $6.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
6,097
shares
|
$272,231
0.15% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,096
shares
|
$272,186
0.12% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,049
shares
|
$270,087
0.03% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
5,931
shares
|
$264,819
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,867
shares
|
$261,961
0.02% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
5,816
shares
|
$259,684
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
5,800
shares
|
$258,970
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
5,785
shares
|
$258,300
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
5,669
shares
|
$253,120
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$252,852
0.05% of portfolio
|
Q3 2022
Added 80.81%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$252,495
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$251,245
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,615
shares
|
$250,709
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,555
shares
|
$248,030
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
5,521
shares
|
$246,512
0.09% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
5,480
shares
|
$244,682
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,474
shares
|
$244,414
0.01% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,468
shares
|
$244,146
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,467
shares
|
$244,101
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$242,449
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,428
shares
|
$242,360
0.08% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
5,425
shares
|
$242,226
0.03% of portfolio
|
Q3 2024
Reduced 95.71%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
5,418
shares
|
$241,913
0.21% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,413
shares
|
$241,690
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,290
shares
|
$236,198
0.0% of portfolio
|
Q4 2024
New holding
|