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 628 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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$13,458
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
271
shares
|
$12,157
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
253
shares
|
$11,349
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
251
shares
|
$11,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
234
shares
|
$10,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
200
shares
|
$8,972
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
200
shares
|
$8,972
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$8,972
0.0% of portfolio
|
Q4 2024
Reduced 88.01%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
184
shares
|
$8,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
178
shares
|
$7,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
171
shares
|
$7,671
0.0% of portfolio
|
Q1 2024
Reduced 75.64%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
150
shares
|
$6,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
150
shares
|
$6,729
0.0% of portfolio
|
Q4 2023
Reduced 69.14%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
148
shares
|
$6,639
0.0% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
140
shares
|
$6,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
125
shares
|
$5,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
125
shares
|
$5,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
122
shares
|
$5,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
113
shares
|
$5,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
71
shares
|
$3,185
0.29% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
61
shares
|
$2,736
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
54
shares
|
$2,422
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
32
shares
|
$1,435
0.0% of portfolio
|
Q1 2024
Reduced 79.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,121
0.0% of portfolio
|
Q3 2024
Reduced 94.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
3
shares
|
$134
0.0% of portfolio
|
Q4 2024
New holding
|