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 555 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 $6.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
148,032
shares
|
$6.65 Million
0.23% of portfolio
|
Q2 2024
Reduced 33.47%
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
148,009
shares
|
$6.65 Million
2.32% of portfolio
|
Q2 2024
Added 0.48%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
146,809
shares
|
$6.6 Million
2.8% of portfolio
|
Q2 2024
Added 1.99%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
145,199
shares
|
$6.53 Million
0.98% of portfolio
|
Q2 2024
Added 0.25%
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
144,437
shares
|
$6.49 Million
2.38% of portfolio
|
Q2 2024
Added 7.5%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
143,971
shares
|
$6.47 Million
0.23% of portfolio
|
Q2 2024
Reduced 74.81%
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
143,643
shares
|
$6.46 Million
6.27% of portfolio
|
Q2 2024
Added 2.8%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
143,606
shares
|
$6.46 Million
5.03% of portfolio
|
Q2 2024
Reduced 14.24%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.36 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
Cherry Creek Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
140,874
shares
|
$6.33 Million
3.09% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
140,546
shares
|
$6.32 Million
2.69% of portfolio
|
Q2 2024
Reduced 4.1%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
139,254
shares
|
$6.26 Million
0.06% of portfolio
|
Q2 2024
Added 8.21%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
129,179
shares
|
$5.81 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
128,466
shares
|
$5.77 Million
1.68% of portfolio
|
Q2 2024
Reduced 72.05%
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
127,682
shares
|
$5.74 Million
2.62% of portfolio
|
Q2 2024
Added 3.18%
|
|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
126,410
shares
|
$5.68 Million
0.78% of portfolio
|
Q2 2024
Added 3.15%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
126,374
shares
|
$5.68 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
124,810
shares
|
$5.61 Million
0.15% of portfolio
|
Q2 2024
Reduced 13.4%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
124,221
shares
|
$5.58 Million
0.38% of portfolio
|
Q2 2024
Reduced 10.69%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
122,056
shares
|
$5.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 39.07%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
120,598
shares
|
$5.42 Million
1.92% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
120,353
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2024
Added 34.92%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.4 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.4 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
119,552
shares
|
$5.37 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.81%
|