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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
209,150
shares
|
$9.39 Million
0.23% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
204,553
shares
|
$9.18 Million
4.48% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
202,745
shares
|
$9.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
200,286
shares
|
$8.99 Million
5.53% of portfolio
|
Q1 2025
Added 288.7%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
194,783
shares
|
$8.74 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
192,697
shares
|
$8.65 Million
3.17% of portfolio
|
Q1 2025
Reduced 13.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
189,617
shares
|
$8.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
189,231
shares
|
$8.49 Million
0.29% of portfolio
|
Q2 2020
Reduced 1.9%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
187,521
shares
|
$8.42 Million
0.49% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
186,858
shares
|
$8.39 Million
3.18% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
186,858
shares
|
$8.39 Million
3.09% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
186,381
shares
|
$8.37 Million
0.01% of portfolio
|
Q1 2025
Added 415.61%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
181,963
shares
|
$8.17 Million
4.56% of portfolio
|
Q4 2022
Reduced 1.21%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
179,632
shares
|
$8.06 Million
5.76% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
176,164
shares
|
$7.91 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
170,006
shares
|
$7.63 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
169,961
shares
|
$7.63 Million
0.26% of portfolio
|
Q1 2025
Reduced 52.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
162,388
shares
|
$7.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
159,902
shares
|
$7.18 Million
0.42% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
159,875
shares
|
$7.18 Million
0.79% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
159,405
shares
|
$7.16 Million
0.08% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
158,403
shares
|
$7.11 Million
2.43% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
157,777
shares
|
$7.08 Million
4.37% of portfolio
|
Q1 2025
Added 169.1%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
157,347
shares
|
$7.06 Million
3.75% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
157,031
shares
|
$7.05 Million
2.19% of portfolio
|
Q1 2025
Added 2.78%
|