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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
4,688
shares
|
$210,444
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,643
shares
|
$208,424
0.02% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
4,641
shares
|
$208,334
0.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,635
shares
|
$208,065
0.01% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
4,628
shares
|
$207,750
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
4,561
shares
|
$204,743
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,524
shares
|
$203,082
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,434
shares
|
$199,042
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,118
shares
|
$184,857
0.01% of portfolio
|
Q1 2025
Added 182.05%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,041
shares
|
$181,400
0.08% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,618
shares
|
$162,412
0.01% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,500
shares
|
$157,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
3,489
shares
|
$156,621
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,484
shares
|
$156,396
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
3,259
shares
|
$146,296
0.04% of portfolio
|
Q1 2025
Reduced 57.93%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
3,200
shares
|
$143,648
0.01% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,148
shares
|
$141,313
0.0% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,095
shares
|
$138,934
0.02% of portfolio
|
Q4 2024
Added 209.5%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,091
shares
|
$138,754
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,781
shares
|
$124,839
0.02% of portfolio
|
Q1 2025
Added 93.26%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,676
shares
|
$120,125
0.0% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,600
shares
|
$116,714
0.03% of portfolio
|
Q1 2024
Reduced 7.96%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,567
shares
|
$115,232
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,527
shares
|
$113,437
0.0% of portfolio
|
Q1 2025
Reduced 56.55%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,500
shares
|
$112,225
0.01% of portfolio
|
Q1 2024
New holding
|