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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,094
shares
|
$49,109
0.01% of portfolio
|
Q1 2024
Reduced 49.98%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,093
shares
|
$49,064
0.02% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,082
shares
|
$48,570
0.0% of portfolio
|
Q4 2022
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,079
shares
|
$48,436
0.02% of portfolio
|
Q4 2024
Reduced 18.81%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,045
shares
|
$46,910
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,016
shares
|
$45,608
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
991
shares
|
$44,485
0.01% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
985
shares
|
$44,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
907
shares
|
$40,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
888
shares
|
$39,862
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
859
shares
|
$38,560
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
842
shares
|
$37,797
0.01% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
787
shares
|
$35,328
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
707
shares
|
$31,737
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
655
shares
|
$29,402
0.0% of portfolio
|
Q3 2022
Added 42797.86%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
650
shares
|
$29,178
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
570
shares
|
$25,587
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
531
shares
|
$23,836
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
519
shares
|
$23,297
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
510
shares
|
$22,893
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
500
shares
|
$22,445
0.02% of portfolio
|
Q1 2025
Reduced 62.26%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
484
shares
|
$21,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
483
shares
|
$21,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
474
shares
|
$21,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
471
shares
|
$21,143
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|