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 146 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
119,579
shares
|
$5.29 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
116,248
shares
|
$5.14 Million
1.47% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
114,520
shares
|
$5.06 Million
2.29% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
112,449
shares
|
$4.97 Million
2.8% of portfolio
|
Q2 2024
Reduced 59.61%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
111,827
shares
|
$4.94 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
111,415
shares
|
$4.92 Million
3.19% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
109,579
shares
|
$4.84 Million
0.16% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
107,881
shares
|
$4.77 Million
2.84% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
104,438
shares
|
$4.62 Million
1.92% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
104,292
shares
|
$4.61 Million
3.49% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
104,135
shares
|
$4.6 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
103,441
shares
|
$4.57 Million
2.99% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
103,360
shares
|
$4.57 Million
2.06% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
102,342
shares
|
$4.52 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
100,608
shares
|
$4.45 Million
0.05% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
99,642
shares
|
$4.4 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
97,785
shares
|
$4.32 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.47%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
96,638
shares
|
$4.27 Million
3.58% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
95,883
shares
|
$4.24 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
95,027
shares
|
$4.2 Million
0.13% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
94,264
shares
|
$4.17 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
93,538
shares
|
$4.13 Million
0.75% of portfolio
|
Q4 2024
Added 24.34%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
91,922
shares
|
$4.06 Million
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
90,734
shares
|
$4.01 Million
0.33% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
90,604
shares
|
$4 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.21%
|