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 |
|---|---|---|---|---|---|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
218,998
shares
|
$9.68 Million
4.84% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
217,901
shares
|
$9.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
213,607
shares
|
$9.44 Million
0.01% of portfolio
|
Q4 2024
Added 95.41%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
211,591
shares
|
$9.35 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
205,527
shares
|
$9.08 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
205,207
shares
|
$9.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
198,157
shares
|
$8.76 Million
2.21% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
189,721
shares
|
$8.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,231
shares
|
$8.36 Million
0.29% of portfolio
|
Q2 2020
Reduced 1.9%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
185,521
shares
|
$8.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
182,532
shares
|
$8.07 Million
0.23% of portfolio
|
Q4 2024
Added 23.88%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
181,963
shares
|
$8.04 Million
4.56% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
181,241
shares
|
$8.01 Million
4.39% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
179,632
shares
|
$7.94 Million
5.76% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
177,734
shares
|
$7.86 Million
2.01% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
174,286
shares
|
$7.7 Million
0.87% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
173,480
shares
|
$7.67 Million
2.66% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
170,405
shares
|
$7.53 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
167,007
shares
|
$7.38 Million
0.11% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
165,286
shares
|
$7.31 Million
0.1% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
163,704
shares
|
$7.24 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Mar 25, 2025 Q4 2024 |
161,433
shares
|
$7.14 Million
4.39% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
159,902
shares
|
$7.07 Million
0.42% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
158,723
shares
|
$7.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
157,333
shares
|
$6.95 Million
2.35% of portfolio
|
Q4 2024
Added 1.04%
|