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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
156,766
shares
|
$7.04 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
156,182
shares
|
$7.01 Million
4.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
154,560
shares
|
$6.94 Million
0.25% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
153,310
shares
|
$6.88 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
152,245
shares
|
$6.83 Million
0.0% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
150,135
shares
|
$6.74 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
143,337
shares
|
$6.43 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
141,400
shares
|
$6.35 Million
1.13% of portfolio
|
Q1 2024
Added 43.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
140,350
shares
|
$6.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
140,159
shares
|
$6.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
139,027
shares
|
$6.24 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
136,778
shares
|
$6.14 Million
1.55% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
136,371
shares
|
$6.12 Million
2.78% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
132,542
shares
|
$5.95 Million
2.82% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
127,602
shares
|
$5.73 Million
2.84% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
125,955
shares
|
$5.65 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
120,522
shares
|
$5.41 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
120,303
shares
|
$5.4 Million
1.72% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.39 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
120,115
shares
|
$5.39 Million
0.45% of portfolio
|
Q2 2023
Reduced 15.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
120,098
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2025
Added 181.34%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
118,836
shares
|
$5.33 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
117,091
shares
|
$5.26 Million
0.15% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
116,392
shares
|
$5.22 Million
1.62% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
114,513
shares
|
$5.14 Million
0.88% of portfolio
|
Q1 2025
Reduced 45.88%
|