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 571 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $6.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
115,095
shares
|
$5.13 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
113,574
shares
|
$5.06 Million
0.31% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
113,179
shares
|
$5.05 Million
3.14% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$5.01 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
109,985
shares
|
$4.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
109,641
shares
|
$4.89 Million
3.99% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Treasure Coast Financial Planning
|
Jul 22, 2024 Q2 2024 |
108,293
shares
|
$4.83 Million
2.91% of portfolio
|
Q2 2024
Added 7.43%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
108,192
shares
|
$4.82 Million
3.37% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
106,007
shares
|
$4.73 Million
0.07% of portfolio
|
Q2 2024
Added 100.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
103,729
shares
|
$4.62 Million
0.13% of portfolio
|
Q2 2024
Reduced 28.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
102,497
shares
|
$4.57 Million
0.6% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
101,438
shares
|
$4.52 Million
2.27% of portfolio
|
Q3 2024
Added 43.14%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
100,498
shares
|
$4.48 Million
0.16% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
100,144
shares
|
$4.46 Million
1.11% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
99,671
shares
|
$4.44 Million
1.96% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
98,650
shares
|
$4.4 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
97,250
shares
|
$4.34 Million
3.29% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
96,414
shares
|
$4.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
95,483
shares
|
$4.26 Million
1.03% of portfolio
|
Q2 2024
Reduced 47.83%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
91,816
shares
|
$4.09 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
90,799
shares
|
$4.05 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
87,944
shares
|
$3.92 Million
0.1% of portfolio
|
Q4 2023
Added 0.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
87,442
shares
|
$3.9 Million
0.11% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
87,038
shares
|
$3.88 Million
0.33% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
85,710
shares
|
$3.82 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.64%
|