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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
450
shares
|
$20,200
0.01% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$20,200
0.0% of portfolio
|
Q3 2023
Reduced 55.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
435
shares
|
$19,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
431
shares
|
$19,347
0.01% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
425
shares
|
$19,078
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
406
shares
|
$18,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
380
shares
|
$17,058
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
367
shares
|
$16,474
0.0% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
355
shares
|
$15,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
336
shares
|
$15,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
315
shares
|
$14,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$13,467
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
300
shares
|
$13,467
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
271
shares
|
$12,165
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
256
shares
|
$11,491
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
240
shares
|
$10,773
0.01% of portfolio
|
Q1 2025
Reduced 38.62%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
237
shares
|
$10,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
234
shares
|
$10,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
200
shares
|
$8,978
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$8,978
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
189
shares
|
$8,484
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
178
shares
|
$7,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
171
shares
|
$7,676
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
166
shares
|
$7,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
150
shares
|
$6,733
0.0% of portfolio
|
Q4 2024
New holding
|