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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,655
shares
|
$253,852
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
5,627
shares
|
$252,596
0.14% of portfolio
|
Q4 2023
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
5,615
shares
|
$252,057
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
5,554
shares
|
$249,319
0.1% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
5,480
shares
|
$245,997
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,430
shares
|
$243,752
0.01% of portfolio
|
Q2 2021
Reduced 98.53%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
5,428
shares
|
$243,662
0.08% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,338
shares
|
$239,622
0.03% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,277
shares
|
$236,884
0.0% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,262
shares
|
$236,211
0.07% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
5,127
shares
|
$230,151
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
5,031
shares
|
$225,841
0.12% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
5,010
shares
|
$224,898
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
4,982
shares
|
$223,641
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
4,943
shares
|
$221,891
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,882
shares
|
$219,152
0.02% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
4,877
shares
|
$218,928
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
4,837
shares
|
$217,132
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,825
shares
|
$216,594
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,801
shares
|
$215,516
0.01% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,796
shares
|
$215,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4,769
shares
|
$214,080
0.0% of portfolio
|
Q1 2025
Added 79.62%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
4,768
shares
|
$214,035
0.08% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,736
shares
|
$212,599
0.1% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
4,689
shares
|
$210,489
0.0% of portfolio
|
Q1 2025
Reduced 14.25%
|