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 636 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $6.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,906
shares
|
$85,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
1,889
shares
|
$84,702
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,877
shares
|
$84,164
0.0% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,755
shares
|
$78,694
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,725
shares
|
$77,349
0.01% of portfolio
|
Q1 2024
Reduced 2.82%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,719
shares
|
$77,079
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,688
shares
|
$75,689
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,553
shares
|
$69,636
0.01% of portfolio
|
Q4 2022
Reduced 27.5%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$67,260
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,460
shares
|
$65,466
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,457
shares
|
$65,331
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,439
shares
|
$64,524
0.01% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,418
shares
|
$63,583
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,418
shares
|
$63,583
0.01% of portfolio
|
Q3 2024
Added 14.35%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,325
shares
|
$59,413
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,157
shares
|
$51,879
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
1,153
shares
|
$51,700
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,149
shares
|
$51,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,147
shares
|
$51,431
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,110
shares
|
$49,772
0.01% of portfolio
|
Q2 2024
Reduced 72.15%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,094
shares
|
$49,054
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$48,516
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,079
shares
|
$48,382
0.02% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,068
shares
|
$47,889
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,052
shares
|
$47,171
0.02% of portfolio
|
Q4 2024
Added 0.67%
|