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 637 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 $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
354,509
shares
|
$15.7 Million
0.21% of portfolio
|
Q4 2024
Added 90.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
353,270
shares
|
$15.6 Million
0.03% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
341,554
shares
|
$15.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
338,763
shares
|
$15 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
315,919
shares
|
$14 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
310,830
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
309,815
shares
|
$13.7 Million
8.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
293,236
shares
|
$13 Million
3.18% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
284,807
shares
|
$12.6 Million
6.17% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
283,907
shares
|
$12.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
283,723
shares
|
$12.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
280,587
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
278,684
shares
|
$12.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
263,654
shares
|
$11.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
260,916
shares
|
$11.5 Million
1.14% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
259,953
shares
|
$11.5 Million
0.76% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
255,867
shares
|
$11.3 Million
0.85% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
255,533
shares
|
$11.3 Million
5.1% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
248,323
shares
|
$11 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
246,498
shares
|
$10.9 Million
0.16% of portfolio
|
Q2 2023
Reduced 23.92%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
233,991
shares
|
$10.3 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
233,947
shares
|
$10.3 Million
0.92% of portfolio
|
Q4 2022
Added 16.16%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
226,250
shares
|
$10 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
223,265
shares
|
$9.87 Million
3.79% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
219,286
shares
|
$9.69 Million
4.41% of portfolio
|
Q1 2023
Reduced 5.02%
|