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 571 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
4,561
shares
|
$203,329
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,435
shares
|
$197,712
0.0% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$197,667
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
4,262
shares
|
$189,999
0.08% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,500
shares
|
$156,030
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
3,200
shares
|
$142,656
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
3,200
shares
|
$142,656
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,156
shares
|
$140,694
0.01% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,148
shares
|
$140,337
0.0% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,851
shares
|
$127,097
0.0% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,755
shares
|
$122,817
0.01% of portfolio
|
Q1 2024
Reduced 31.65%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,600
shares
|
$115,908
0.04% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$114,436
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,500
shares
|
$111,450
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
2,391
shares
|
$106,590
0.0% of portfolio
|
Q2 2024
Added 27.38%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
2,377
shares
|
$105,966
0.04% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
2,301
shares
|
$102,578
0.0% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
2,194
shares
|
$97,808
0.0% of portfolio
|
Q4 2023
Reduced 28.97%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,165
shares
|
$96,515
0.13% of portfolio
|
Q3 2022
Added 4.44%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
2,110
shares
|
$94,063
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,000
shares
|
$89,160
0.0% of portfolio
|
Q3 2024
Reduced 23.72%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
1,923
shares
|
$85,727
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
1,889
shares
|
$84,211
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
1,755
shares
|
$78,237
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
1,725
shares
|
$76,900
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|