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 586 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
310,360
shares
|
$13.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
295,671
shares
|
$13.2 Million
0.05% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
285,693
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
285,596
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
284,653
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
284,008
shares
|
$12.6 Million
5.64% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
281,282
shares
|
$12.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
280,170
shares
|
$12.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
271,024
shares
|
$12.1 Million
0.9% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
268,427
shares
|
$12 Million
0.13% of portfolio
|
Q3 2024
Added 92.76%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
267,164
shares
|
$11.9 Million
0.45% of portfolio
|
Q2 2024
Reduced 17.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
260,256
shares
|
$11.6 Million
1.32% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
253,720
shares
|
$11.3 Million
5.25% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
248,417
shares
|
$11.1 Million
0.03% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
248,399
shares
|
$11.1 Million
4.19% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
246,498
shares
|
$11 Million
0.16% of portfolio
|
Q2 2023
Reduced 23.92%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
241,398
shares
|
$10.7 Million
2.81% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
233,947
shares
|
$10.4 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
226,550
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
225,097
shares
|
$10 Million
4.14% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
222,846
shares
|
$9.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$9.76 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
218,191
shares
|
$9.71 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
215,758
shares
|
$9.61 Million
2.18% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
208,299
shares
|
$9.27 Million
0.28% of portfolio
|
Q3 2024
Added 3.97%
|