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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,599
shares
|
$296,229
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
6,516
shares
|
$292,503
0.24% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
6,481
shares
|
$290,932
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
6,477
shares
|
$290,752
0.28% of portfolio
|
Q1 2025
Reduced 52.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
6,459
shares
|
$289,944
0.03% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
6,400
shares
|
$287,296
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
6,373
shares
|
$286,083
0.3% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,306
shares
|
$283,076
0.04% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,240
shares
|
$280,113
0.02% of portfolio
|
Q3 2021
Reduced 9.92%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,190
shares
|
$277,869
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
6,183
shares
|
$277,554
0.1% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
6,122
shares
|
$274,816
0.04% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,096
shares
|
$273,649
0.13% of portfolio
|
Q1 2024
Added 6.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,093
shares
|
$273,514
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
6,073
shares
|
$272,616
0.04% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
6,072
shares
|
$272,572
0.0% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
6,049
shares
|
$271,539
0.03% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
5,905
shares
|
$265,075
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
5,800
shares
|
$260,362
0.15% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
5,800
shares
|
$260,362
0.08% of portfolio
|
Q2 2023
Reduced 14.71%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
5,785
shares
|
$259,688
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
5,781
shares
|
$259,509
0.09% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
5,672
shares
|
$254,616
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,666
shares
|
$254,346
0.02% of portfolio
|
Q1 2025
Reduced 46.05%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,663
shares
|
$254,212
0.05% of portfolio
|
Q3 2022
Added 80.81%
|