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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,409
shares
|
$62,728
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,329
shares
|
$59,167
0.03% of portfolio
|
Q1 2024
Added 1.45%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,325
shares
|
$58,989
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,190
shares
|
$52,978
0.0% of portfolio
|
Q3 2024
Reduced 37.73%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,150
shares
|
$51,198
0.01% of portfolio
|
Q2 2024
Reduced 12.15%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$50,752
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,110
shares
|
$49,417
0.01% of portfolio
|
Q2 2024
Reduced 72.15%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,094
shares
|
$48,704
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$48,170
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,058
shares
|
$47,102
0.02% of portfolio
|
Q3 2024
Added 24.03%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
1,045
shares
|
$46,523
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
1,016
shares
|
$45,232
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,010
shares
|
$44,965
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$44,520
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
991
shares
|
$44,119
0.01% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
951
shares
|
$42,338
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
931
shares
|
$41,448
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
906
shares
|
$40,335
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
888
shares
|
$39,533
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
849
shares
|
$37,797
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
842
shares
|
$37,485
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
835
shares
|
$37,174
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
793
shares
|
$35,304
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
718
shares
|
$31,965
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
567
shares
|
$25,242
0.04% of portfolio
|
Q3 2024
Reduced 79.41%
|