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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
280
shares
|
$12,482
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
271
shares
|
$12,081
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
253
shares
|
$11,278
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
222
shares
|
$9,896
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$8,916
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
171
shares
|
$7,623
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
168
shares
|
$7,489
0.01% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
158
shares
|
$7,043
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
150
shares
|
$6,687
0.0% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
148
shares
|
$6,597
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
95
shares
|
$4,235
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
94
shares
|
$4,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
61
shares
|
$2,719
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
53
shares
|
$2,362
0.0% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
43
shares
|
$1,916
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
32
shares
|
$1,426
0.0% of portfolio
|
Q1 2024
Reduced 79.49%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
16
shares
|
$713
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|